401(k) · DOL Form 5500 · 2023
Werner National, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 14
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $193,557
- Avg per participant Above avg balance/head
Official DOL plan name: Werner National, LLC 401(k) Plan · Sponsored by Werner National, LLC · Texas · Construction
$3M in assets, 14 participants
Werner National, LLC's Werner National, LLC 401(k) Plan reported $3M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.
- #2,906 in Construction (9,030 peers)
Werner National, LLC multi-year trail
Werner National, LLC's plans moved +35.6% in assets from 2022 to 2024; this filing shows Werner National, LLC 401(k) Plan at $3M / 14 participants.
- #2,906
- in Construction (9,030 peers)
- +16.4%
- assets growth YoY
Werner National, LLC 401(k) Plan's mid-pack asset rank among Construction and all filers
Werner National, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,709,802 34th percentile higher than 34% 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
Werner National, LLC 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. Werner National, LLC 401(k) Plan is a small filing (14 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Werner National, LLC 401(k) Plan reported net income rose from -$188K in the plan year 2022 filing to $382K in the plan year 2023 filing.
- Werner National, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Werner National, LLC 401(k) Plan reported participants fell from 15 in the plan year 2022 filing to 14 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 261531474 · Werner National, LLC PY 2023 · 401(k)
Werner National, LLC 401(k) Plan · $3M · 14 · 34th
- BOOK $3M
- BOOK 14
- BOOK 34th
- BOOK 401(k)
- BOOK near Hchv 401(k) Trust
- BOOK ind #2906
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 Texas →
Werner National, LLC 401(k) Plan in the asset neighbourhood
Werner National, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Werner National, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 35.64354904596162% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $2M |
| 2023 | 1 | 14 | $3M |
| 2024 | 1 | 16 | $3M |
Werner National, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $382K |
| Employer EIN | 261531474 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Werner National, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Hchv 401(k) Trust in AR ($3M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Hchv 401(k) Trust (AR) $3M · 12
- Best Buy Puerto Rico Retirement Savings Plan (MN) $3M · 282
- Fusionsite Services LLC 401(k) Plan (TN) $3M · 423
- Ontraport, Inc. 401(k) Plan (CA) $3M · 113
Similar participant headcount
Nearest other-state filings by covered participants (14 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.