401(k) · DOL Form 5500 · 2023

Waverly Partners, L.P. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
68
Participants Small participant base
36th
Percentile by assets National rank
$44,874
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Old Waverly Golf Club 401(k) Plan · Sponsored by Waverly Partners, L.P. · Mississippi · Arts, Entertainment & Recreation

$3M in assets, 68 participants

Waverly Partners, L.P.'s Old Waverly Golf Club 401(k) Plan reported $3M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #1,734 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Old Waverly Golf Club 401(k) Plan ranks #1,734 of 2,945 2023 filers by assets (910% of the sector average)-$3M for 68 participants.

#1,734
in Arts, Entertainment & Recreation (2,945 peers)
+17.1%
assets growth YoY

Old Waverly Golf Club 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Old Waverly Golf Club 401(k) Plan vs every filed plan by assets

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

$3,051,406 36th percentile higher than 36% 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

Old Waverly Golf Club 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. Old Waverly Golf Club 401(k) Plan is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Old Waverly Golf Club 401(k) Plan reported net income rose from -$930K in the plan year 2022 filing to $445K in the plan year 2023 filing.
  • Old Waverly Golf Club 401(k) Plan reported participants fell from 91 in the plan year 2022 filing to 68 in the plan year 2023 filing.
  • Old Waverly Golf Club 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 640842804 · Waverly Partners, L.P. PY 2023 · 401(k)

Old Waverly Golf Club 401(k) Plan · $3M · 68 · 36th

  • EOY $3M
  • EOY 68
  • EOY 36th
  • EOY 401(k)
  • EOY near Robert Brogden's Olathe Buick Gmc, Inc. 401(k) Retirement Plan
  • EOY ind #1734

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 Arts, Entertainment & Recreation retirement plans → · Plans in Mississippi →

Old Waverly Golf Club 401(k) Plan in the asset neighbourhood

Old Waverly Golf Club 401(k) PlanOld Waverly Golf Club 401(k)…$3MRobert Brogden's Olathe Buick Gmc, Inc. 401(k) Retirement PlanRobert Brogden's Olathe Buic…$3MPortolan Capital Management LLC 401(k) Profit Sharing Plan and TrustPortolan Capital Management …$3MLpi, Inc. 401(k) Plan$3MPrystup Packaging Products 401(k) PlanPrystup Packaging Products 4…$3M
End-of-year total assets ($M) among Old Waverly Golf Club 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$445K
Employer EIN640842804
Plan Effective Date2000-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waverly Partners, L.P.)

Sponsor-wide plan assets over time

All Waverly Partners, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 17.06658134335115% vs 2022
2023 filing year
$2.4M$2.6M$2.8M$3M$3.2M 20222023 $2.61M $3.05M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 91 $3M
2023 1 68 $3M

Nearby 401(k) Plans in Mississippi

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

Old Waverly Golf Club 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Old Waverly Golf Club 401(k) Plan, Total assets ($M): 3.051406 · Participants: 68Old Waverly Golf Club 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Old Waverly Golf Club 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Old Waverly Golf Club 401(k) Plan side-by-side with 3 peers →

Old Waverly Golf Club 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Robert Brogden's Olathe Buick Gmc, Inc. 401(k) Retirement Plan in KS ($3M); by covered participants it is Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in MN (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Old Waverly Golf Club 401(k) Plan assets move in 2023? ▼
Old Waverly Golf Club 401(k) Plan grew sharply - up 17.1% during 2023, from $3M to $3M. Reported net income was $445K.
How have Waverly Partners, L.P. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Waverly Partners, L.P.'s sponsor-wide assets grew 17.1%, from $3M to $3M.
Which 401(k) plans are similar in size to Old Waverly Golf Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robert Brogden's Olathe Buick Gmc, Inc. 401(k) Retirement Plan in KS ($3M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Old Waverly Golf Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in MN (68 participants, $28M 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 640842804.

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.