401(k) · DOL Form 5500 · 2022

W Holdings LLC 401(k) Plan

Data updated 2026-08-25

$596K
Total assets Small plan by assets
169
Participants Small participant base
20th
Percentile by assets National rank
$3,529
Avg per participant Low balance/head
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Official DOL plan name: W Holdings LLC 401(k) Profit Sharing Plan & Trust · Sponsored by W Holdings LLC · California · Management of Enterprises

$596K in assets, 169 participants

W Holdings LLC's W Holdings LLC 401(k) Profit Sharing Plan & Trust reported $596K in total assets and 169 participants in its 2022 DOL Form 5500 filing, ranking in the 20th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #134 in Management of Enterprises (1,193 peers)

Coverage in California

W Holdings LLC 401(k) Profit Sharing Plan & Trust covers 169 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $596K.

#134
in Management of Enterprises (1,193 peers)
-6.9%
assets change YoY

The plan reported a net loss of $44K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

W Holdings LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

W Holdings LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$596,454 20th percentile higher than 20% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

W Holdings LLC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W Holdings LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (169 participants).

Published 5500 schedule card

Filing strip 271839746 · W Holdings LLC PY 2022 · 401(k)

W Holdings LLC 401(k) Profit Sharing Plan & Trust · $596K · 169 · 20th

  • BOOK $596K
  • BOOK 169
  • BOOK 20th
  • BOOK 401(k)
  • BOOK near James J Biemer Jr Md PC 401(k) Profit Sharing Plan & Trust
  • BOOK ind #134

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Management of Enterprises retirement plans → · Plans in California →

W Holdings LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

W Holdings LLC 401(k) Profit Sharing Plan & TrustW Holdings LLC 401(k) Profit…$596KJames J Biemer Jr Md PC 401(k) Profit Sharing Plan & TrustJames J Biemer Jr Md PC 401(…$596KProkatchers LLC 401(k) P/S PlanProkatchers LLC 401(k) P/S P…$596KUnited Household Rentals 401(k) Retirement PlanUnited Household Rentals 401…$596KStainless Steel 401(k) Profit Sharing Plan and TrustStainless Steel 401(k) Profi…$597K
End-of-year total assets ($M) among W Holdings LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$641K
Net Assets (End of Year)$596K
Net Income-$44K
Employer EIN271839746
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

W Holdings LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants W Holdings LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000596454 · Participants: 169W Holdings LLC 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
W Holdings LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare W Holdings LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

W Holdings LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is James J Biemer Jr Md PC 401(k) Profit Sharing Plan & Trust in OR ($596K); by covered participants it is Nye Automotive Group, Inc. 401(k) Plan in NY (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did W Holdings LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
W Holdings LLC 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 6.9% during 2022, from $641K to $596K. Reported net income was -$44K.
Where does W Holdings LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
W Holdings LLC 401(k) Profit Sharing Plan & Trust ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to W Holdings LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is James J Biemer Jr Md PC 401(k) Profit Sharing Plan & Trust in OR ($596K, 6 participants).
Which 401(k) plans cover a similar participant headcount to W Holdings LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nye Automotive Group, Inc. 401(k) Plan in NY (169 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 271839746.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.