401(k)
2023 plan-year 401(k) DOL Form 5500

W8 SHIPPING LLC RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

W8 SHIPPING LLC

This 401(k) plan holds $333K in total assets and serves 139 participants as of 2023. It is sponsored by W8 SHIPPING LLC in California. The plan reported positive net income of $208K for the year.

Total Assets (2023)
$333K
Participants
139
State
Industry
Transportation & Warehousing

What the Filing Says About W8 SHIPPING LLC RETIREMENT PLAN

W8 SHIPPING LLC RETIREMENT PLAN is a 401(k) retirement plan sponsored by W8 SHIPPING LLC, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $333K in total end-of-year assets and covers 139 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 452368477, and the plan has been effective since 2022-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $99K at the beginning of 2023 to $333K at year-end — a gain of 237.0%. Net assets (after liabilities) closed the year at $307K, with reported net income of $208K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$99K
Total Assets (End of Year)$333K
Net Assets (End of Year)$307K
Net Income$208K
Plan Type401(k)
Employer EIN452368477
Plan Effective Date2022-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W8 SHIPPING LLC)

Year Plans Participants Total Assets
2022 1 127 $99K
2023 1 139 $333K
2024 1 152 $610K

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the W8 SHIPPING LLC RETIREMENT PLAN?
As of the 2023 Form 5500 filing, W8 SHIPPING LLC RETIREMENT PLAN holds $333K in total assets with 139 participants. It is sponsored by W8 SHIPPING LLC.
What type of plan is W8 SHIPPING LLC RETIREMENT PLAN?
W8 SHIPPING LLC RETIREMENT PLAN is a 401(k) plan. It has been effective since 2022-04-01. The plan is filed with the U.S. Department of Labor under EIN 452368477.
Who sponsors the W8 SHIPPING LLC RETIREMENT PLAN?
W8 SHIPPING LLC RETIREMENT PLAN is sponsored by W8 SHIPPING LLC, located in California. The sponsor's EIN is 452368477 and the plan operates in the Transportation & Warehousing industry.
How did W8 SHIPPING LLC RETIREMENT PLAN perform in 2023?
W8 SHIPPING LLC RETIREMENT PLAN grew by 237.0% during 2023, moving from $99K to $333K in total assets. Net income was $208K.
Where can I find official filings for W8 SHIPPING LLC RETIREMENT PLAN?
Official Form 5500 filings for W8 SHIPPING LLC RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 452368477 or plan name at efast.dol.gov.
How does W8 SHIPPING LLC RETIREMENT PLAN compare to other plans?
You can compare W8 SHIPPING LLC RETIREMENT PLAN against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 452368477.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.