Profit Sharing · DOL Form 5500 · 2023

Weald Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$400K
Total assets Small plan by assets
3
Participants Small participant base
16th
Percentile by assets National rank
$133,333
Avg per participant Near avg balance/head
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Official DOL plan name: Weald Enterprises, Inc. Retirement Plan · Sponsored by Weald Enterprises, Inc. · Idaho · Manufacturing

$400K in assets, 3 participants

Weald Enterprises, Inc.'s Weald Enterprises, Inc. Retirement Plan reported $400K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,208 in Manufacturing (18,722 peers)

Weald Enterprises, Inc. multi-year trail

Weald Enterprises, Inc.'s plans moved -19.2% in assets from 2022 to 2024; this filing shows Weald Enterprises, Inc. Retirement Plan at $400K / 3 participants.

#1,208
in Manufacturing (18,722 peers)
-19.2%
assets change YoY

The plan reported a net loss of $95K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Weald Enterprises, Inc. Retirement Plan among the smaller filed plans by assets

Weald Enterprises, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$400,000 16th percentile higher than 16% of 127,068 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 2023

Weald Enterprises, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Weald Enterprises, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Weald Enterprises, Inc. Retirement Plan reported net income fell from $45K in the plan year 2022 filing to -$95K in the plan year 2023 filing.
  • Weald Enterprises, Inc. Retirement Plan end-of-year assets fell from $495K in the plan year 2022 filing to $400K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 851851744 · Weald Enterprises, Inc. PY 2023 · Profit Sharing

Weald Enterprises, Inc. Retirement Plan · $400K · 3 · 16th

  • TYPE $400K
  • TYPE 3
  • TYPE 16th
  • TYPE Profit Sharing
  • TYPE near Asterismos Inc. Retirement Plan
  • TYPE ind #1208

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 Manufacturing retirement plans → · Plans in Idaho →

Weald Enterprises, Inc. Retirement Plan in the asset neighbourhood

Weald Enterprises, Inc. Retirement PlanWeald Enterprises, Inc. Reti…$400KAsterismos Inc. Retirement PlanAsterismos Inc. Retirement P…$400KMy Three Angels Corporation, Inc. Retirement PlanMy Three Angels Corporation,…$400KPincheck Corporation Retirement PlanPincheck Corporation Retirem…$400KTc Cutts and Associates, Inc. Retirement PlanTc Cutts and Associates, Inc…$400K
End-of-year total assets ($M) among Weald Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Weald Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Weald Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$400K 19.19191919191919% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M$0.55M 202220232024 $0.5M $0.4M ▼ -20.0%
Year Plans Participants Total Assets
2022 1 3 $495K
2023 1 3 $400K
2024 1 4 $400K

Weald Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$495K
Net Assets (End of Year)$400K
Net Income-$95K
Employer EIN851851744
Plan Effective Date2020-07-16
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Idaho

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Weald Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -2000200400600800 Total assets ($M) Participants Weald Enterprises, Inc. Retirement Plan, Total assets ($M): 0.4 · Participants: 3Weald Enterprises, Inc. Retirement PlanSt. Luke's Health System Performance Incentive and 401(a) Matching Plan, Total assets ($M): 671.847604 · Participants: 16714St. Luke's Health System Performance Incentive and 401(a) Matching PlanDykman Electrical, Inc. Profit Sharing Plan, Total assets ($M): 24.164426 · Participants: 87Dykman Electrical, Inc. Profit Sharing PlanP1fcu 401(k) Plan and Trust, Total assets ($M): 23.72147 · Participants: 379P1fcu 401(k) Plan and TrustThe Bank of Commerce Profit Sharing Plan, Total assets ($M): 22.002203 · Participants: 144The Bank of Commerce Profit Sharing PlanSt. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan, Total assets ($M): 18.657931 · Participants: 419St. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan
Weald Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Idaho, assets vs. participants
Compare Weald Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

Weald Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Idaho, the nearest Profit Sharing by assets is Asterismos Inc. Retirement Plan in CA ($400K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Weald Enterprises, Inc. Retirement Plan assets move in 2023? ▼
Weald Enterprises, Inc. Retirement Plan declined sharply - down 19.2% during 2023, from $495K to $400K. Reported net income was -$95K.
How have Weald Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weald Enterprises, Inc.'s sponsor-wide assets declined 19.2%, from $495K to $400K.
Where does Weald Enterprises, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Weald Enterprises, Inc. Retirement Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Weald Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Asterismos Inc. Retirement Plan in CA ($400K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Weald Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 851851744.

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.