401(k) · DOL Form 5500 · 2023

Wake Stone Corporation 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
147
Participants Small participant base
81st
Percentile by assets National rank
$227,028
Avg per participant Above avg balance/head
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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.

  • #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.

#530
in Mining & Oil Extraction (811 peers)
+17.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Wake Stone Corporation Profit Sharing and 401(k) Plan's outsized position 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 $2,050,000,000 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

Wake Stone Corporation Profit Sharing and 401(k) 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. Wake Stone Corporation Profit Sharing and 401(k) Plan sits mid-pack in the medium band (147 participants).

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 →

DOL schedule card

Filing strip 560946494 · Wake Stone Corporation PY 2023 · 401(k)

Wake Stone Corporation Profit Sharing and 401(k) Plan · $33M · 147 · 81st

  • ASSETS $33M
  • PCT 147
  • EIN 81st
  • RANK 401(k)
  • PHOTO near Employees Savings and Investment Plan of Materials Processing Inc.
  • IND ind #530

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 Mining & Oil Extraction retirement plans → · Plans in North Carolina →

Wake Stone Corporation Profit Sharing and 401(k) Plan in the asset neighbourhood

Dunne Manning 401(k) Plan$33MWake Stone Corporation Profit Sharing and 401(k) PlanWake Stone Corporation Profi…$33MEmployees Savings and Investment Plan of Materials Processing Inc.Employees Savings and Invest…$33MSan Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing PlanSan Bernardino Medical Ortho…$33MIomsa, P.C. Retirement Plan$33M
End-of-year total assets ($M) among Wake Stone Corporation Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Wake Stone Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$39M 38.86410181844635% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.3M $39.3M ▲ +38.8%
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 ($B) Participants Wake Stone Corporation Profit Sharing and 401(k) Plan, Total assets ($B): 0.033373187 · Participants: 147Wake Stone Corporation Profit Sharing and 401(k) PlanThe 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
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 and 401(k) Plan side-by-side with 3 peers →

Wake Stone Corporation Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Employees Savings and Investment Plan of Materials Processing Inc. in IN ($33M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.

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 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).
Which 401(k) plans cover a similar participant headcount to Wake Stone Corporation Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants, $7M 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 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.