401(k) · DOL Form 5500 · 2023

Wmmd Ventures, Inc. 401(k) Plan

Data updated 2026-08-25

$477K
Total assets Small plan by assets
14
Participants Small participant base
17th
Percentile by assets National rank
$34,039
Avg per participant Low balance/head
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Official DOL plan name: Wmmd Ventures Retirement Plan · Sponsored by Wmmd Ventures, Inc. · North Carolina · Administrative & Support Services

$477K in assets, 14 participants

Wmmd Ventures, Inc.'s Wmmd Ventures Retirement Plan reported $477K in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,662 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Wmmd Ventures Retirement Plan ranks #1,662 of 4,372 2023 filers by assets (6054% of the sector average)-$477K for 14 participants.

#1,662
in Administrative & Support Services (4,372 peers)
-11.3%
assets change YoY

The plan reported a net loss of $60K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wmmd Ventures Retirement Plan among the smaller filed plans by assets

Wmmd Ventures Retirement Plan vs every filed plan by assets

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

$476,550 17th percentile higher than 17% 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

Wmmd Ventures Retirement 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. Wmmd Ventures Retirement 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

  • Wmmd Ventures Retirement Plan reported net income fell from $14K in the plan year 2022 filing to -$60K in the plan year 2023 filing.
  • Wmmd Ventures Retirement Plan end-of-year assets fell from $537K in the plan year 2022 filing to $477K in the plan year 2023 filing.
  • Wmmd Ventures Retirement Plan reported participants rose from 13 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 571232798 · Wmmd Ventures, Inc. PY 2023 · 401(k)

Wmmd Ventures Retirement Plan · $477K · 14 · 17th

  • SCH $477K
  • SCH 14
  • SCH 17th
  • SCH 401(k)
  • SCH near Howard Industries, Inc. Employees' Retirement Services Plan
  • SCH ind #1662

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 Administrative & Support Services retirement plans → · Plans in North Carolina →

Wmmd Ventures Retirement Plan in the asset neighbourhood

Wmmd Ventures Retirement Plan$477KHoward Industries, Inc. Employees' Retirement Services PlanHoward Industries, Inc. Empl…$477KValue Mortgage, Inc. 401(k) Profit Sharing PlanValue Mortgage, Inc. 401(k) …$476KCooper Commercial Group, Ltd Profit Sharing Plan and TrustCooper Commercial Group, Ltd…$477KDivision 4 Solutions, LLC 401(k) Profit Sharing PlDivision 4 Solutions, LLC 40…$476K
End-of-year total assets ($M) among Wmmd Ventures Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$537K
Net Assets (End of Year)$477K
Net Income-$60K
Employer EIN571232798
Plan Effective Date2006-04-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Wmmd Ventures, Inc.)

Sponsor-wide plan assets over time

All Wmmd Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$490K 8.752327746741155% vs 2022
2024 filing year
$0.46M$0.48M$0.5M$0.52M$0.54M$0.56M 202220232024 $0.54M $0.49M ▼ -9.3%
Year Plans Participants Total Assets
2022 1 13 $537K
2023 1 14 $477K
2024 1 16 $490K

Nearby 401(k) Plans in North Carolina

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

Wmmd Ventures Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Wmmd Ventures Retirement Plan, Total assets ($B): 0.00047655 · Participants: 14Wmmd Ventures Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Wmmd Ventures Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Wmmd Ventures Retirement Plan side-by-side with 3 peers →

Wmmd Ventures Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Howard Industries, Inc. Employees' Retirement Services Plan in MS ($477K); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Wmmd Ventures Retirement Plan assets move in 2023? ▼
Wmmd Ventures Retirement Plan pulled back noticeably - down 11.3% during 2023, from $537K to $477K. Reported net income was -$60K.
How have Wmmd Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wmmd Ventures, Inc.'s sponsor-wide assets declined 8.8%, from $537K to $490K.
Where does Wmmd Ventures Retirement Plan rank by assets among Form 5500 filers? ▼
Wmmd Ventures Retirement Plan ranks in the 17th 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 Wmmd Ventures Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Howard Industries, Inc. Employees' Retirement Services Plan in MS ($477K, 142 participants).
Which 401(k) plans cover a similar participant headcount to Wmmd Ventures Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 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 571232798.

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.