401(k) · DOL Form 5500 · 2022

Stacy and Witbeck, Inc. 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
399
Participants Below avg headcount
92nd
Percentile by assets National rank
$202,148
Avg per participant Above avg balance/head
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Official DOL plan name: Stacy and Witbeck, Inc. Retirement Savings Plan · Sponsored by Stacy and Witbeck, Inc. · California · Construction

$81M in assets, 399 participants

Stacy and Witbeck, Inc.'s Stacy and Witbeck, Inc. Retirement Savings Plan reported $81M in total assets and 399 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,950 in Construction (9,927 peers)

Where Stacy and Witbeck, Inc. Retirement Savings Plan sits by assets

Stacy and Witbeck, Inc. Retirement Savings Plan sits in the top 10% of all filed plans by assets, $81M for 399 participants (~$202,148/participant), up 12.1% in 2022.

#8,950
in Construction (9,927 peers)
+12.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Stacy and Witbeck, Inc. Retirement Savings Plan's outsized position by total assets

Stacy and Witbeck, Inc. Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$80,657,048 Top 8% higher than 92% of 139,123 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 2022

Stacy and Witbeck, Inc. Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stacy and Witbeck, Inc. Retirement Savings Plan sits mid-pack in the medium band (399 participants).

DOL schedule card

Filing strip 942787950 · Stacy and Witbeck, Inc. PY 2022 · 401(k)

Stacy and Witbeck, Inc. Retirement Savings Plan · $81M · 399 · 92nd

  • EIN $81M
  • EIN 399
  • EIN 92nd
  • EIN 401(k)
  • EIN near Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust
  • EIN ind #8950

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 Construction retirement plans → · Plans in California →

Stacy and Witbeck, Inc. Retirement Savings Plan in the asset neighbourhood

Stacy and Witbeck, Inc. Retirement Savings PlanStacy and Witbeck, Inc. Reti…$81MCentric Consulting, LLC 401 (K) Profit Sharing Plan & TrustCentric Consulting, LLC 401 …$81MOrthofix 401(k) Retirement PlanOrthofix 401(k) Retirement P…$81MVillage Super Market, Inc. Employees Thrift Savings PlanVillage Super Market, Inc. E…$81MVictory Wholesale Group 401(k) PlanVictory Wholesale Group 401(…$81M
End-of-year total assets ($M) among Stacy and Witbeck, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$81M
Net Income$9M
Employer EIN942787950
Plan Effective Date2003-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stacy and Witbeck, Inc.)

Sponsor-wide plan assets over time

All Stacy and Witbeck, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$478M 0.8118168716032332% vs 2022
2023 filing year
$478M$480M$482M$484M 20222023 $482M $478M ▼ -0.8%
Year Plans Participants Total Assets
2022 2 798 $482M
2023 2 765 $478M

Nearby 401(k) Plans in California

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

Stacy and Witbeck, Inc. Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Stacy and Witbeck, Inc. Retirement Savings Plan, Total assets ($B): 0.080657048 · Participants: 399Stacy and Witbeck, Inc. Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Stacy and Witbeck, Inc. Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Stacy and Witbeck, Inc. Retirement Savings Plan side-by-side with 3 peers →

Stacy and Witbeck, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust in KY ($81M); by covered participants it is Umlaut Group 401(k) Plan in MI (399 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (399 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stacy and Witbeck, Inc. Retirement Savings Plan assets move in 2022? ▼
Stacy and Witbeck, Inc. Retirement Savings Plan grew at a solid clip - up 12.1% during 2022, from $72M to $81M. Reported net income was $9M.
How have Stacy and Witbeck, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Stacy and Witbeck, Inc.'s sponsor-wide assets declined 0.8%, from $482M to $478M.
Where does Stacy and Witbeck, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Stacy and Witbeck, Inc. Retirement Savings Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Stacy and Witbeck, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust in KY ($81M, 775 participants).
Which 401(k) plans cover a similar participant headcount to Stacy and Witbeck, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Umlaut Group 401(k) Plan in MI (399 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942787950.

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.