401(k) · DOL Form 5500 · 2023

G & W Equipment, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
304
Participants Below avg headcount
74th
Percentile by assets National rank
$72,242
Avg per participant Below avg balance/head
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Official DOL plan name: G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by G & W Equipment, Inc. · North Carolina · Other Services

$22M in assets, 304 participants

G & W Equipment, Inc.'s G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust reported $22M in total assets and 304 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #6,768 in Other Services (7,857 peers)

Coverage in North Carolina

G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust covers 304 participants in North Carolina, about 37% of the average North Carolina filer (state average ~819 per filing). Assets: $22M.

#6,768
in Other Services (7,857 peers)
+19.9%
assets growth YoY

G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$21,961,507 Top 26% higher than 74% 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

G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust 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. G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (304 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 266 in the plan year 2022 filing to 304 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 561630404 · G & W Equipment, Inc. PY 2023 · 401(k)

G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust · $22M · 304 · 74th

  • ASSETS $22M
  • ASSETS 304
  • ASSETS 74th
  • ASSETS 401(k)
  • ASSETS near National Ready Mixed Concrete Co. 401(k) Plan
  • ASSETS ind #6768

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 Other Services retirement plans → · Plans in North Carolina →

G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

G & W Equipment, Inc. 401(k) Profit Sharing Plan and TrustG & W Equipment, Inc. 401(k)…$22MNational Ready Mixed Concrete Co. 401(k) PlanNational Ready Mixed Concret…$22MTwm / Tac 401(k) Plan$22MLhp, Inc 401(k) Plan$22MUnited Pacific 401(k) Plan$22M
End-of-year total assets ($M) among G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN561630404
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (G & W Equipment, Inc.)

Sponsor-wide plan assets over time

All G & W Equipment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 41.59329049330185% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.3M $25.9M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 266 $18M
2023 1 304 $22M
2024 1 330 $26M

Nearby 401(k) Plans in North Carolina

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

G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.021961507 · Participants: 304G & W Equipment, Inc. 401(k) Profit Sharing Plan and TrustThe 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
G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is National Ready Mixed Concrete Co. 401(k) Plan in CA ($22M); by covered participants it is Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan in OH (304 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (304 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 G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 19.9% during 2023, from $18M to $22M. Reported net income was $4M.
How have G & W Equipment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G & W Equipment, Inc.'s sponsor-wide assets grew 41.6%, from $18M to $26M.
Which 401(k) plans are similar in size to G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is National Ready Mixed Concrete Co. 401(k) Plan in CA ($22M, 110 participants).
Which 401(k) plans cover a similar participant headcount to G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan in OH (304 participants, $27M 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 561630404.

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.