401(k) · DOL Form 5500 · 2023
W8 Shipping LLC 401(k) Plan
Data updated 2026-08-25
- $333K
- Total assets Small plan by assets
- 139
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $2,399
- Avg per participant Low balance/head
Official DOL plan name: W8 Shipping LLC Retirement Plan · Sponsored by W8 Shipping LLC · California · Transportation & Warehousing
$333K in assets, 139 participants
W8 Shipping LLC's W8 Shipping LLC Retirement Plan reported $333K in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.
- #528 in Transportation & Warehousing (3,362 peers)
Coverage in California
W8 Shipping LLC Retirement Plan covers 139 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $333K.
- #528
- in Transportation & Warehousing (3,362 peers)
- +237.0%
- assets growth YoY
W8 Shipping LLC Retirement Plan among the smaller filed plans by assets
W8 Shipping LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$333,396 15th percentile higher than 15% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
W8 Shipping LLC Retirement 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. W8 Shipping LLC Retirement Plan sits mid-pack in the medium band (139 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- W8 Shipping LLC Retirement Plan end-of-year assets rose from $99K in the plan year 2022 filing to $333K in the plan year 2023 filing.
- W8 Shipping LLC Retirement Plan reported net income rose from $99K in the plan year 2022 filing to $208K in the plan year 2023 filing.
- W8 Shipping LLC Retirement Plan reported participants rose from 127 in the plan year 2022 filing to 139 in the plan year 2023 filing.
DOL schedule card
Filing strip 452368477 · W8 Shipping LLC PY 2023 · 401(k)
W8 Shipping LLC Retirement Plan · $333K · 139 · 15th
- 5500 $333K
- 5500 139
- 5500 15th
- 5500 401(k)
- 5500 near CVS Entertainment Inc. Retirement Plan
- 5500 ind #528
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 Transportation & Warehousing retirement plans → · Plans in California →
W8 Shipping LLC Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $99K |
|---|---|
| Net Assets (End of Year) | $307K |
| Net Income | $208K |
| Employer EIN | 452368477 |
| Plan Effective Date | 2022-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (W8 Shipping LLC)
Sponsor-wide plan assets over time
All W8 Shipping LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $610K 516.2008067043398% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 127 | $99K |
| 2023 | 1 | 139 | $333K |
| 2024 | 1 | 152 | $610K |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
W8 Shipping LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is CVS Entertainment Inc. Retirement Plan in NC ($333K); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($333K here).
Similar participant headcount
Nearest other-state filings by covered participants (139 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.