401(k) · DOL Form 5500 · 2023

W & D Special Services, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
23
Participants Small participant base
37th
Percentile by assets National rank
$144,081
Avg per participant Near avg balance/head
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Official DOL plan name: W & D Special Services, Inc. 401(k) Plan · Sponsored by W & D Special Services, Inc. · Texas · Manufacturing

$3M in assets, 23 participants

W & D Special Services, Inc.'s W & D Special Services, Inc. 401(k) Plan reported $3M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,848 in Manufacturing (18,722 peers)

W & D Special Services, Inc. multi-year trail

W & D Special Services, Inc.'s plans moved +53.1% in assets from 2022 to 2024; this filing shows W & D Special Services, Inc. 401(k) Plan at $3M / 23 participants.

#3,848
in Manufacturing (18,722 peers)
+26.3%
assets growth YoY

W & D Special Services, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

W & D Special Services, Inc. 401(k) Plan vs every filed plan by assets

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

$3,313,868 37th percentile higher than 37% 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

W & D Special Services, Inc. 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. W & D Special Services, Inc. 401(k) Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • W & D Special Services, Inc. 401(k) Plan reported net income rose from -$343K in the plan year 2022 filing to $690K in the plan year 2023 filing.
  • W & D Special Services, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • W & D Special Services, Inc. 401(k) Plan reported participants fell from 26 in the plan year 2022 filing to 23 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 752986148 · W & D Special Services, Inc. PY 2023 · 401(k)

W & D Special Services, Inc. 401(k) Plan · $3M · 23 · 37th

  • BOOK $3M
  • VS-ST 23
  • BOY 37th
  • SCH 401(k)
  • EBSA near Kelly & Ignoffo Law Group, P.C. 401(k) Profit Sharing Plan
  • PART ind #3848

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 Texas →

W & D Special Services, Inc. 401(k) Plan in the asset neighbourhood

W & D Special Services, Inc. 401(k) PlanW & D Special Services, Inc.…$3MKelly & Ignoffo Law Group, P.C. 401(k) Profit Sharing PlanKelly & Ignoffo Law Group, P…$3MA Rudin Inc 401(k) Profit Sharing Plan & TrustA Rudin Inc 401(k) Profit Sh…$3MMass Design Group Ltd 401(k) PlanMass Design Group Ltd 401(k)…$3MNorthgate 401(k) Plan$3M
End-of-year total assets ($M) among W & D Special Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

W & D Special Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All W & D Special Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 53.08867410569148% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.62M $4.02M ▲ +53.4%
Year Plans Participants Total Assets
2022 1 26 $3M
2023 1 23 $3M
2024 1 24 $4M

W & D Special Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$690K
Employer EIN752986148
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

W & D Special Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants W & D Special Services, Inc. 401(k) Plan, Total assets ($B): 0.003313868 · Participants: 23W & D Special Services, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
W & D Special Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare W & D Special Services, Inc. 401(k) Plan side-by-side with 3 peers →

W & D Special Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Kelly & Ignoffo Law Group, P.C. 401(k) Profit Sharing Plan in IL ($3M); by covered participants it is Tri J Packaging, Inc. Retirement Plan in GA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 W & D Special Services, Inc. 401(k) Plan assets move in 2023? ▼
W & D Special Services, Inc. 401(k) Plan grew sharply - up 26.3% during 2023, from $3M to $3M. Reported net income was $690K.
How have W & D Special Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W & D Special Services, Inc.'s sponsor-wide assets grew 53.1%, from $3M to $4M.
Which 401(k) plans are similar in size to W & D Special Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kelly & Ignoffo Law Group, P.C. 401(k) Profit Sharing Plan in IL ($3M, 3 participants).
Which 401(k) plans cover a similar participant headcount to W & D Special Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tri J Packaging, Inc. Retirement Plan in GA (23 participants, N/A 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 752986148.

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.