401(k) · DOL Form 5500 · 2023

Wetherill Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
311
Participants Below avg headcount
75th
Percentile by assets National rank
$74,808
Avg per participant Below avg balance/head
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Official DOL plan name: Wetherill Associates, Inc. Retirement and 401(k) Savings Plan · Sponsored by Wetherill Associates, Inc. · Florida · Wholesale Trade

$23M in assets, 311 participants

Wetherill Associates, Inc.'s Wetherill Associates, Inc. Retirement and 401(k) Savings Plan reported $23M in total assets and 311 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,621 in Wholesale Trade (6,309 peers)

Coverage in Florida

Wetherill Associates, Inc. Retirement and 401(k) Savings Plan covers 311 participants in Florida, about 50% of the average Florida filer (state average ~628 per filing). Assets: $23M.

#4,621
in Wholesale Trade (6,309 peers)
+18.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Wetherill Associates, Inc. Retirement and 401(k) Savings Plan's outsized position by total assets

Wetherill Associates, Inc. Retirement and 401(k) Savings Plan vs every filed plan by assets

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

$23,265,252 Top 25% higher than 75% 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

Wetherill Associates, Inc. Retirement and 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wetherill Associates, Inc. Retirement and 401(k) Savings Plan sits mid-pack in the medium band (311 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wetherill Associates, Inc. Retirement and 401(k) Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Wetherill Associates, Inc. Retirement and 401(k) Savings Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Wetherill Associates, Inc. Retirement and 401(k) Savings Plan reported participants fell from 346 in the plan year 2022 filing to 311 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232069598 · Wetherill Associates, Inc. PY 2023 · 401(k)

Wetherill Associates, Inc. Retirement and 401(k) Savings Plan · $23M · 311 · 75th

  • VS-ST $23M
  • BOY 311
  • SCH 75th
  • EBSA 401(k)
  • PART near R.C. Hunt Electric, Inc. 401(k) Plan
  • TYPE ind #4621

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 Wholesale Trade retirement plans → · Plans in Florida →

Wetherill Associates, Inc. Retirement and 401(k) Savings Plan in the asset neighbourhood

Wetherill Associates, Inc. Retirement and 401(k) Savings PlanWetherill Associates, Inc. R…$23MR.C. Hunt Electric, Inc. 401(k) PlanR.C. Hunt Electric, Inc. 401…$23MF.C. Tucker Company LLC. 401(k) Retirement Plan & TrustF.C. Tucker Company LLC. 401…$23MLotus Communications Corp. 401(k) Retirement and Savings PlanLotus Communications Corp. 4…$23MIntegrated Solutions for Systems Retirement PlanIntegrated Solutions for Sys…$23M
End-of-year total assets ($M) among Wetherill Associates, Inc. Retirement and 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN232069598
Plan Effective Date1981-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wetherill Associates, Inc.)

Sponsor-wide plan assets over time

All Wetherill Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 38.55675816395858% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.7M $27.3M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 346 $20M
2023 1 311 $23M
2024 1 339 $27M

Nearby 401(k) Plans in Florida

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

Wetherill Associates, Inc. Retirement and 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Wetherill Associates, Inc. Retirement and 401(k) Savings Plan, Total assets ($B): 0.023265252 · Participants: 311Wetherill Associates, Inc. Retirement and 401(k) Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Wetherill Associates, Inc. Retirement and 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Wetherill Associates, Inc. Retirement and 401(k) Savings Plan side-by-side with 3 peers →

Wetherill Associates, Inc. Retirement and 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is R.C. Hunt Electric, Inc. 401(k) Plan in UT ($23M); by covered participants it is Kiolbassa Provision Company, Inc. 401(k) Plan in TX (311 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (311 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 Wetherill Associates, Inc. Retirement and 401(k) Savings Plan assets move in 2023? ▼
Wetherill Associates, Inc. Retirement and 401(k) Savings Plan grew sharply - up 18.2% during 2023, from $20M to $23M. Reported net income was $4M.
How have Wetherill Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wetherill Associates, Inc.'s sponsor-wide assets grew 38.6%, from $20M to $27M.
Where does Wetherill Associates, Inc. Retirement and 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Wetherill Associates, Inc. Retirement and 401(k) Savings Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wetherill Associates, Inc. Retirement and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is R.C. Hunt Electric, Inc. 401(k) Plan in UT ($23M, 638 participants).
Which 401(k) plans cover a similar participant headcount to Wetherill Associates, Inc. Retirement and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kiolbassa Provision Company, Inc. 401(k) Plan in TX (311 participants, $9M 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 232069598.

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.