401(k) · DOL Form 5500 · 2023

W/L Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$505K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$252,573
Avg per participant Above avg balance/head
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Official DOL plan name: W/L Holdings, Inc. 401(k) Plan · Sponsored by W/L Holdings, Inc. · District of Columbia · Retail Trade

$505K in assets, 2 participants

W/L Holdings, Inc.'s W/L Holdings, Inc. 401(k) Plan reported $505K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,417 in Retail Trade (8,414 peers)

W/L Holdings, Inc. multi-year trail

W/L Holdings, Inc.'s plans moved +107.6% in assets from 2022 to 2024; this filing shows W/L Holdings, Inc. 401(k) Plan at $505K / 2 participants.

#2,417
in Retail Trade (8,414 peers)
+100.2%
assets growth YoY

W/L Holdings, Inc. 401(k) Plan among the smaller filed plans by assets

W/L Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$505,145 18th percentile higher than 18% 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/L Holdings, Inc. 401(k) 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. W/L Holdings, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • W/L Holdings, Inc. 401(k) Plan reported net income rose from -$13K in the plan year 2022 filing to $253K in the plan year 2023 filing.
  • W/L Holdings, Inc. 401(k) Plan end-of-year assets rose from $252K in the plan year 2022 filing to $505K in the plan year 2023 filing.
  • W/L Holdings, Inc. 401(k) Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 834168173 · W/L Holdings, Inc. PY 2023 · 401(k)

W/L Holdings, Inc. 401(k) Plan · $505K · 2 · 18th

  • RANK $505K
  • RANK 2
  • RANK 18th
  • RANK 401(k)
  • RANK near The William S. Abell Foundation 401(k) Plan
  • RANK ind #2417

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 Retail Trade retirement plans → · Plans in District of Columbia →

W/L Holdings, Inc. 401(k) Plan in the asset neighbourhood

W/L Holdings, Inc. 401(k) PlanW/L Holdings, Inc. 401(k) Pl…$505KThe William S. Abell Foundation 401(k) PlanThe William S. Abell Foundat…$505KSecondwind Partners, Inc. 401(k) PlanSecondwind Partners, Inc. 40…$505KCommercial Powder Coating Inc 401(k) Profit Sharing Plan & TrustCommercial Powder Coating In…$505KN & D Inc. 401(k) Plan$505K
End-of-year total assets ($M) among W/L Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

W/L Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All W/L Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$524K 107.56599286563615% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.25M $0.52M ▲ +108.0%
Year Plans Participants Total Assets
2022 1 3 $252K
2023 1 2 $505K
2024 1 3 $524K

W/L Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$252K
Net Assets (End of Year)$505K
Net Income$253K
Employer EIN834168173
Plan Effective Date2019-03-26
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in District of Columbia

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

W/L Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants W/L Holdings, Inc. 401(k) Plan, Total assets ($B): 0.000505145 · Participants: 2W/L Holdings, Inc. 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
W/L Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare W/L Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

W/L Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is The William S. Abell Foundation 401(k) Plan in MD ($505K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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/L Holdings, Inc. 401(k) Plan assets move in 2023? ▼
W/L Holdings, Inc. 401(k) Plan surged - up 100.2% during 2023, from $252K to $505K. Reported net income was $253K.
How have W/L Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W/L Holdings, Inc.'s sponsor-wide assets grew 107.6%, from $252K to $524K.
Where does W/L Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
W/L Holdings, Inc. 401(k) Plan ranks in the 18th 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 401(k) plans are similar in size to W/L Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The William S. Abell Foundation 401(k) Plan in MD ($505K, 1 participant).
Which 401(k) plans cover a similar participant headcount to W/L Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 834168173.

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.