401(k) · DOL Form 5500 · 2023

Wake Stone Corporation 401(k) Plan

Data updated 2026-08-11

$33M
Total assets
147
Participants
81st
Percentile by assets
$227,028
Avg per participant
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Official DOL plan name: Wake Stone Corporation Profit Sharing and 401(k) Plan · Sponsored by Wake Stone Corporation · North Carolina · Mining & Oil Extraction

$33M in assets, 147 participants

Wake Stone Corporation's Wake Stone Corporation Profit Sharing and 401(k) Plan reported $33M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • 81st percentile by assets (of 127,072 plans)
  • #530 in Mining & Oil Extraction (811 peers)

Coverage in North Carolina

Wake Stone Corporation Profit Sharing and 401(k) Plan covers 147 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $33M.

$33M
total plan assets (2023 EOY)
147
covered participants
81st
percentile by assets (of 127,072 plans)
$227,028
avg assets per participant

Where Wake Stone Corporation Profit Sharing and 401(k) Plan sits by total assets

Wake Stone Corporation Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$33,373,187 Top 19% higher than 81% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wake Stone Corporation Profit Sharing and 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Wake Stone Corporation Profit Sharing and 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
North Carolina
Industry
Mining & Oil Extraction

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Wake Stone Corporation Profit Sharing and 401(k) Plan reports 147 participants - about 18% of that state average ($33M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN560946494
Plan Effective Date1983-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wake Stone Corporation)

$25M$30M$35M$40M$45M 202220232024 $28.3M $39.3M ▲ +38.8%
Total plan assets by year, all Wake Stone Corporation plans on file
Year Plans Participants Total Assets
2022 1 147 $28M
2023 1 147 $33M
2024 2 333 $39M

Nearby 401(k) Plans in North Carolina

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

Wake Stone Corporation Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Wake Stone Corporati…, Total assets ($B): 0.033373187 · Participants: 147Wake Stone Corporati…The Bank of America …, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retireme…Truist Financial Cor…, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Cor…Nucor Corporation Pr…, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Pr…
Wake Stone Corporation Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Wake Stone Corporation Profit Sharing an… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wake Stone Corporation Profit Sharing and 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Wake Stone Corporation Profit Sharing and 401(k) Plan assets move in 2023? ▼
Wake Stone Corporation Profit Sharing and 401(k) Plan grew sharply - up 17.9% during 2023, from $28M to $33M. Reported net income was $5M.
How have Wake Stone Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wake Stone Corporation's sponsor-wide assets grew 38.9%, from $28M to $39M.
Where does Wake Stone Corporation Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Wake Stone Corporation Profit Sharing and 401(k) Plan ranks in the 81st 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 Wake Stone Corporation Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employees Savings and Investment Plan of Materials Processing Inc. in IN ($33M, 299 participants).

Next read for Wake Stone Corporation Profit Sharing an…

Filing takeaways

Ways to act on Wake Stone Corporation Profit Sharing and 401(k) Plan's numbers.

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 560946494.

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.