401(k) · DOL Form 5500 · 2023

George E. Warren LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
52
Participants Small participant base
80th
Percentile by assets National rank
$612,982
Avg per participant High balance/head
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Official DOL plan name: George E. Warren Employees Profit Sharing Plan · Sponsored by George E. Warren LLC · Florida · Wholesale Trade

$32M in assets, 52 participants

George E. Warren LLC's George E. Warren Employees Profit Sharing Plan reported $32M in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,017 in Wholesale Trade (6,309 peers)

Where George E. Warren Employees Profit Sharing Plan sits by assets

George E. Warren Employees Profit Sharing Plan sits in the top quartile of all filed plans by assets, $32M for 52 participants (~$612,982/participant), up 16.6% in 2023.

#5,017
in Wholesale Trade (6,309 peers)
+16.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

George E. Warren Employees Profit Sharing Plan's outsized position by total assets

George E. Warren Employees Profit Sharing Plan vs every filed plan by assets

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

$31,875,071 Top 20% higher than 80% 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

George E. Warren Employees Profit Sharing 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. George E. Warren Employees Profit Sharing Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • George E. Warren Employees Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • George E. Warren Employees Profit Sharing Plan end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • George E. Warren Employees Profit Sharing Plan reported participants rose from 51 in the plan year 2022 filing to 52 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 041947720 · George E. Warren LLC PY 2023 · 401(k)

George E. Warren Employees Profit Sharing Plan · $32M · 52 · 80th

  • PART $32M
  • PART 52
  • PART 80th
  • PART 401(k)
  • PART near C & K Market, Inc. 401(k) Plan
  • PART ind #5017

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 →

George E. Warren Employees Profit Sharing Plan in the asset neighbourhood

George E. Warren Employees Profit Sharing PlanGeorge E. Warren Employees P…$32MC & K Market, Inc. 401(k) PlanC & K Market, Inc. 401(k) Pl…$32MRoy Jorgensen Associates, Inc. Retirement PlanRoy Jorgensen Associates, In…$32MFamily Medical Center of Hart County, Psc Profit Sharing PlanFamily Medical Center of Har…$32MCentral Iowa Power Cooperative 401(k) Savings PlanCentral Iowa Power Cooperati…$32M
End-of-year total assets ($M) among George E. Warren Employees Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN041947720
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (George E. Warren LLC)

Sponsor-wide plan assets over time

All George E. Warren LLC plans reported in each filing year

Latest sponsor-wide plan assets
$38M 37.35602295456296% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.4M $37.6M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 51 $27M
2023 1 52 $32M
2024 1 52 $38M

Nearby 401(k) Plans in Florida

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

George E. Warren Employees Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants George E. Warren Employees Profit Sharing Plan, Total assets ($B): 0.031875071 · Participants: 52George E. Warren Employees Profit Sharing 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
George E. Warren Employees Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare George E. Warren Employees Profit Sharing Plan side-by-side with 3 peers →

George E. Warren Employees Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is C & K Market, Inc. 401(k) Plan in OR ($32M); by covered participants it is The Midlands Clinic, P.C. 401(k) Plan and Trust in SD (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 George E. Warren Employees Profit Sharing Plan assets move in 2023? ▼
George E. Warren Employees Profit Sharing Plan grew sharply - up 16.6% during 2023, from $27M to $32M. Reported net income was $5M.
How have George E. Warren LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), George E. Warren LLC's sponsor-wide assets grew 37.4%, from $27M to $38M.
Where does George E. Warren Employees Profit Sharing Plan rank by assets among Form 5500 filers? ▼
George E. Warren Employees Profit Sharing Plan ranks in the 80th 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 George E. Warren Employees Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is C & K Market, Inc. 401(k) Plan in OR ($32M, 849 participants).
Which 401(k) plans cover a similar participant headcount to George E. Warren Employees Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Midlands Clinic, P.C. 401(k) Plan and Trust in SD (52 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 041947720.

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.