Profit Sharing · DOL Form 5500 · 2023

Werner Properties, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
33rd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Werner Properties, Inc. 401(k) Profit Sharing Plan · Sponsored by Werner Properties, Inc. · California · Real Estate

$2M in assets, 2 participants

Werner Properties, Inc.'s Werner Properties, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,479 in Real Estate (4,727 peers)

Werner Properties, Inc. multi-year trail

Werner Properties, Inc.'s plans moved +15.7% in assets from 2022 to 2024; this filing shows Werner Properties, Inc. 401(k) Profit Sharing Plan at $2M / 2 participants.

#2,479
in Real Estate (4,727 peers)
+6.6%
assets growth YoY

Werner Properties, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Werner Properties, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,383,814 33rd percentile higher than 33% 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

Werner Properties, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Werner Properties, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Werner Properties, Inc. 401(k) Profit Sharing Plan reported net income fell from $730K in the plan year 2022 filing to $148K in the plan year 2023 filing.
  • Werner Properties, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 200160561 · Werner Properties, Inc. PY 2023 · Profit Sharing

Werner Properties, Inc. 401(k) Profit Sharing Plan · $2M · 2 · 33rd

  • SCH $2M
  • EBSA 2
  • PART 33rd
  • TYPE Profit Sharing
  • NET near Willamette Family, Inc. 403b Retirement Plan
  • BOOK ind #2479

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 Real Estate retirement plans → · Plans in California →

Werner Properties, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret PlanCorp De Servicios Medico Pri…$2MWerner Properties, Inc. 401(k) Profit Sharing PlanWerner Properties, Inc. 401(…$2MWillamette Family, Inc. 403b Retirement PlanWillamette Family, Inc. 403b…$2MKleinman, Guerra & Co P.C. Profit Sharing PlanKleinman, Guerra & Co P.C. P…$2MKevin O'brien, M.D. Profit Sharing PlanKevin O'brien, M.D. Profit S…$2M
End-of-year total assets ($M) among Werner Properties, Inc. 401(k) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Werner Properties, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Werner Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 15.657417821374828% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M 202220232024 $2.24M $2.59M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $3M

Werner Properties, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$148K
Employer EIN200160561
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Werner Properties, Inc. 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Werner Properties, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002383814 · Participants: 2Werner Properties, Inc. 401(k) Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Werner Properties, Inc. 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Werner Properties, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Werner Properties, Inc. 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Willamette Family, Inc. 403b Retirement Plan in OR ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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.

Frequently Asked Questions

How did Werner Properties, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Werner Properties, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 6.6% during 2023, from $2M to $2M. Reported net income was $148K.
How have Werner Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Werner Properties, Inc.'s sponsor-wide assets grew 15.7%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Werner Properties, Inc. 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Willamette Family, Inc. 403b Retirement Plan in OR ($2M, 221 participants).
Which Profit Sharing plans cover a similar participant headcount to Werner Properties, Inc. 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 200160561.

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.