401(k) · DOL Form 5500 · 2023

Wales-Darby, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
64
Participants Small participant base
69th
Percentile by assets National rank
$256,224
Avg per participant Above avg balance/head
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Official DOL plan name: Wales-Darby, Inc. 401(k) Profit Sharing Plan · Sponsored by Wales-Darby, Inc. · New York · Wholesale Trade

$16M in assets, 64 participants

Wales-Darby, Inc.'s Wales-Darby, Inc. 401(k) Profit Sharing Plan reported $16M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,061 in Wholesale Trade (6,309 peers)

Wales-Darby, Inc. multi-year trail

Wales-Darby, Inc.'s plans moved +18.5% in assets from 2022 to 2024; this filing shows Wales-Darby, Inc. 401(k) Profit Sharing Plan at $16M / 64 participants.

#4,061
in Wholesale Trade (6,309 peers)
+18.7%
assets growth YoY

Wales-Darby, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Wales-Darby, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,398,321 Top 31% higher than 69% 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

Wales-Darby, Inc. 401(k) 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. Wales-Darby, Inc. 401(k) Profit Sharing Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wales-Darby, Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Wales-Darby, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Wales-Darby, Inc. 401(k) Profit Sharing Plan reported participants rose from 56 in the plan year 2022 filing to 64 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 112335371 · Wales-Darby, Inc. PY 2023 · 401(k)

Wales-Darby, Inc. 401(k) Profit Sharing Plan · $16M · 64 · 69th

  • PCT $16M
  • EIN 64
  • RANK 69th
  • PHOTO 401(k)
  • IND near Kogok Corporation 401(k) Profit Sharing Plan
  • EOY ind #4061

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 New York →

Wales-Darby, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Wales-Darby, Inc. 401(k) Profit Sharing PlanWales-Darby, Inc. 401(k) Pro…$16MKogok Corporation 401(k) Profit Sharing PlanKogok Corporation 401(k) Pro…$16MSafe-Harbor 401(k) Profit Sharing Plan for Employees of Jessie Trice Community Health System, Inc.Safe-Harbor 401(k) Profit Sh…$16MTraffic Management, Inc. 401(k) PlanTraffic Management, Inc. 401…$16MThomas Keller Restaurant Group Employees' Retirement PlanThomas Keller Restaurant Gro…$16M
End-of-year total assets ($M) among Wales-Darby, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wales-Darby, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wales-Darby, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 18.483850939547143% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.8M $16.4M ▲ +18.5%
Year Plans Participants Total Assets
2022 1 56 $14M
2023 1 64 $16M
2024 1 64 $16M

Wales-Darby, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN112335371
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Wales-Darby, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Wales-Darby, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.016398321 · Participants: 64Wales-Darby, Inc. 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Wales-Darby, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Wales-Darby, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wales-Darby, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Kogok Corporation 401(k) Profit Sharing Plan in MD ($16M); by covered participants it is Ekso Bionics 401(k) Plan in CA (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Wales-Darby, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Wales-Darby, Inc. 401(k) Profit Sharing Plan grew sharply - up 18.7% during 2023, from $14M to $16M. Reported net income was $3M.
How have Wales-Darby, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wales-Darby, Inc.'s sponsor-wide assets grew 18.5%, from $14M to $16M.
Which 401(k) plans are similar in size to Wales-Darby, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kogok Corporation 401(k) Profit Sharing Plan in MD ($16M, 374 participants).
Which 401(k) plans cover a similar participant headcount to Wales-Darby, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ekso Bionics 401(k) Plan in CA (64 participants, $6M 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 112335371.

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.