401(k) · DOL Form 5500 · 2023
Weaver Investment Company 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $420,211
- Avg per participant High balance/head
Official DOL plan name: Weaver Investment Company 401(k) Plan · Sponsored by Weaver Investment Company · North Carolina · Construction
$5M in assets, 12 participants
Weaver Investment Company's Weaver Investment Company 401(k) Plan reported $5M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #3,858 in Construction (9,030 peers)
Weaver Investment Company multi-year trail
Weaver Investment Company's plans moved +36.0% in assets from 2022 to 2024; this filing shows Weaver Investment Company 401(k) Plan at $5M / 12 participants.
- #3,858
- in Construction (9,030 peers)
- +25.5%
- assets growth YoY
Weaver Investment Company 401(k) Plan's mid-pack asset rank among Construction and all filers
Weaver Investment Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,042,534 44th percentile higher than 44% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Weaver Investment Company 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Weaver Investment Company 401(k) Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Weaver Investment Company 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $749K in the plan year 2023 filing.
- Weaver Investment Company 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Weaver Investment Company 401(k) Plan reported participants rose from 10 in the plan year 2022 filing to 12 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 560947998 · Weaver Investment Company PY 2023 · 401(k)
Weaver Investment Company 401(k) Plan · $5M · 12 · 44th
- PCT $5M
- PCT 12
- PCT 44th
- PCT 401(k)
- PCT near Accu Reference Medical Lab LLC 401(k) Profit Sharing Plan and T
- PCT ind #3858
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 Construction retirement plans → · Plans in North Carolina →
Weaver Investment Company 401(k) Plan in the asset neighbourhood
Weaver Investment Company multi-year asset trail
Sponsor-wide plan assets over time
All Weaver Investment Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 36.03744398194882% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $4M |
| 2023 | 1 | 12 | $5M |
| 2024 | 1 | 11 | $5M |
Weaver Investment Company filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $749K |
| Employer EIN | 560947998 |
| Plan Effective Date | 1968-02-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Weaver Investment Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Accu Reference Medical Lab LLC 401(k) Profit Sharing Plan and T in NJ ($5M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.