401(k) · DOL Form 5500 · 2023
W.L. Petrey Wholesale Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 328
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $19,849
- Avg per participant Low balance/head
Official DOL plan name: W.L. Petrey Wholesale Company, Inc. 401(k) Plan · Sponsored by W.L. Petrey Wholesale Company, Inc. · Alabama · Wholesale Trade
$7M in assets, 328 participants
W.L. Petrey Wholesale Company, Inc.'s W.L. Petrey Wholesale Company, Inc. 401(k) Plan reported $7M in total assets and 328 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #2,459 in Wholesale Trade (6,309 peers)
What the 2023 filing shows
W.L. Petrey Wholesale Company, Inc. 401(k) Plan holds $7M for 328 participants - about $19,849 per participant, above the median plan by assets.
- #2,459
- in Wholesale Trade (6,309 peers)
- -6.7%
- assets change YoY
The plan reported a net loss of $465K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
W.L. Petrey Wholesale Company, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
W.L. Petrey Wholesale Company, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,510,334 Top 50% higher than 50% 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
W.L. Petrey Wholesale Company, Inc. 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. W.L. Petrey Wholesale Company, Inc. 401(k) Plan sits mid-pack in the medium band (328 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- W.L. Petrey Wholesale Company, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$465K in the plan year 2023 filing.
- W.L. Petrey Wholesale Company, Inc. 401(k) Plan end-of-year assets fell from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- W.L. Petrey Wholesale Company, Inc. 401(k) Plan reported participants rose from 318 in the plan year 2022 filing to 328 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 630672324 · W.L. Petrey Wholesale Company, Inc. PY 2023 · 401(k)
W.L. Petrey Wholesale Company, Inc. 401(k) Plan · $7M · 328 · 50th
- RANK $7M
- PHOTO 328
- IND 50th
- EOY 401(k)
- 5500 near Bh Group Holdings, LLC 401(k) Profit Sharing Plan
- ASSETS ind #2459
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 Wholesale Trade retirement plans → · Plans in Alabama →
W.L. Petrey Wholesale Company, Inc. 401(k) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$465K |
| Employer EIN | 630672324 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (W.L. Petrey Wholesale Company, Inc.)
Sponsor-wide plan assets over time
All W.L. Petrey Wholesale Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 6.669906531337806% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 318 | $7M |
| 2023 | 1 | 328 | $7M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.9B · 20,733
- Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
- Hexagon Employee Retirement Savings Plan $1.5B · 4,618
- Vulcan 401(k) Plan $1.4B · 9,487
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A
W.L. Petrey Wholesale Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Bh Group Holdings, LLC 401(k) Profit Sharing Plan in OK ($7M); by covered participants it is Bobcat North America, LLC in FL (328 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (328 participants); asset peers above are excluded.
- Bobcat North America, LLC (FL) 328 · 0 off
- Gibson Sales, LP Profit Sharing/401(k) Plan (TX) 328 · 0 off
- Relay Therapeutics 401(k) Plan (MA) 328 · 0 off
- Southern Oregon Goodwill, Inc. 403(b) Plan (OR) 328 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.