401(k) · DOL Form 5500 · 2022

W2 Ventures Inc. 401(k) Plan

Data updated 2026-08-25

$66K
Total assets Small plan by assets
2
Participants Small participant base
4th
Percentile by assets National rank
$33,104
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: W2 Ventures Inc. 401(k) Plan · Sponsored by W2 Ventures Inc. · North Carolina · Real Estate

$66K in assets, 2 participants

W2 Ventures Inc.'s W2 Ventures Inc. 401(k) Plan reported $66K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 4th 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.

  • #297 in Real Estate (5,057 peers)

W2 Ventures Inc. multi-year trail

W2 Ventures Inc.'s plans moved -55.1% in assets from 2022 to 2023; this filing shows W2 Ventures Inc. 401(k) Plan at $66K / 2 participants.

#297
in Real Estate (5,057 peers)
-13.7%
assets change YoY

The plan reported a net loss of $11K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

W2 Ventures Inc. 401(k) Plan among the smaller filed plans by assets

W2 Ventures Inc. 401(k) Plan vs every filed plan by assets

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

$66,207 4th percentile higher than 4% 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

W2 Ventures Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W2 Ventures Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 843869529 · W2 Ventures Inc. PY 2022 · 401(k)

W2 Ventures Inc. 401(k) Plan · $66K · 2 · 4th

  • BOOK $66K
  • BOOK 2
  • BOOK 4th
  • BOOK 401(k)
  • BOOK near Ivy Libelle Retirement Plan
  • BOOK ind #297

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 Real Estate retirement plans → · Plans in North Carolina →

W2 Ventures Inc. 401(k) Plan in the asset neighbourhood

W2 Ventures Inc. 401(k) Plan$66KIvy Libelle Retirement Plan$66KTreme Corporation 401(k) Profit Sharing PlanTreme Corporation 401(k) Pro…$66KDma Corporation 401(k) Plan$66KDaytona Concrete Coatings, Inc. 401(k) PlanDaytona Concrete Coatings, I…$66K
End-of-year total assets ($M) among W2 Ventures Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

W2 Ventures Inc. multi-year asset trail

Sponsor-wide plan assets over time

All W2 Ventures Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30K 55.13616384974398% vs 2022
2023 filing year
$0.02M$0.04M$0.06M$0.08M 20222023 $0.07M $0.03M ▼ -57.1%
Year Plans Participants Total Assets
2022 1 2 $66K
2023 1 2 $30K

W2 Ventures Inc. filing trail (2022)

Total Assets (Beginning of Year)$77K
Net Assets (End of Year)$66K
Net Income-$11K
Employer EIN843869529
Plan Effective Date2019-12-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

W2 Ventures Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants W2 Ventures Inc. 401(k) Plan, Total assets ($B): 0.000066207 · Participants: 2W2 Ventures Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
W2 Ventures Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

W2 Ventures Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Ivy Libelle Retirement Plan in MO ($66K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 W2 Ventures Inc. 401(k) Plan assets move in 2022?
W2 Ventures Inc. 401(k) Plan pulled back noticeably - down 13.7% during 2022, from $77K to $66K. Reported net income was -$11K.
How have W2 Ventures Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), W2 Ventures Inc.'s sponsor-wide assets declined 55.1%, from $66K to $30K.
Where does W2 Ventures Inc. 401(k) Plan rank by assets among Form 5500 filers?
W2 Ventures Inc. 401(k) Plan ranks in the 4th 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 W2 Ventures Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Ivy Libelle Retirement Plan in MO ($66K, 1 participant).
Which 401(k) plans cover a similar participant headcount to W2 Ventures Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).