401(k) · DOL Form 5500 · 2023

World Group LLC 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
812
Participants Near avg headcount
88th
Percentile by assets National rank
$78,363
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The World Group Savings and Investment Plan · Sponsored by World Group LLC · Ohio · Transportation & Warehousing

$64M in assets, 812 participants

World Group LLC's The World Group Savings and Investment Plan reported $64M in total assets and 812 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,877 in Transportation & Warehousing (3,362 peers)

Where The World Group Savings and Investment Plan sits by assets

The World Group Savings and Investment Plan sits in the top quartile of all filed plans by assets, $64M for 812 participants (~$78,363/participant), up 36.6% in 2023.

#2,877
in Transportation & Warehousing (3,362 peers)
+36.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The World Group Savings and Investment Plan's outsized position by total assets

The World Group Savings and Investment Plan vs every filed plan by assets

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

$63,630,949 Top 12% higher than 88% 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

The World Group Savings and Investment 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. The World Group Savings and Investment Plan sits mid-pack in the medium band (812 participants).

Published 5500 schedule card

Filing strip 822539058 · World Group LLC PY 2023 · 401(k)

The World Group Savings and Investment Plan · $64M · 812 · 88th

  • IND $64M
  • EOY 812
  • 5500 88th
  • ASSETS 401(k)
  • PCT near Bank First Retirement Plan
  • EIN ind #2877

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 Ohio →

The World Group Savings and Investment Plan in the asset neighbourhood

Grain Craft 401(k) Plan$64MThe World Group Savings and Investment PlanThe World Group Savings and …$64MBank First Retirement Plan$64MRothwell, Figg, Ernst & Manbeck 401(k) Profit Sharing PlanRothwell, Figg, Ernst & Manb…$64MUniversal Display Corporation 401(k) PlanUniversal Display Corporatio…$64M
End-of-year total assets ($M) among The World Group Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$64M
Net Income$13M
Employer EIN822539058
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (World Group LLC)

Sponsor-wide plan assets over time

All World Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$75M 17.99666228457476% vs 2023
2024 filing year
$60M$65M$70M$75M$80M 20232024 $63.6M $75.1M ▲ +18.0%
Year Plans Participants Total Assets
2023 1 812 $64M
2024 1 818 $75M

Nearby 401(k) Plans in Ohio

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

The World Group Savings and Investment Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants The World Group Savings and Investment Plan, Total assets ($B): 0.063630949 · Participants: 812The World Group Savings and Investment PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
The World Group Savings and Investment Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The World Group Savings and Investment Plan side-by-side with 3 peers →

The World Group Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Bank First Retirement Plan in WI ($64M); by covered participants it is Autism Society of North Carolina 401(k) Profit Sharing Plan in NC (812 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($64M here).

Similar participant headcount

Nearest other-state filings by covered participants (812 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 The World Group Savings and Investment Plan assets move in 2023? ▼
The World Group Savings and Investment Plan surged - up 36.6% during 2023, from $47M to $64M. Reported net income was $13M.
How have World Group LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), World Group LLC's sponsor-wide assets grew 18.0%, from $64M to $75M.
Where does The World Group Savings and Investment Plan rank by assets among Form 5500 filers? ▼
The World Group Savings and Investment Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The World Group Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bank First Retirement Plan in WI ($64M, 409 participants).
Which 401(k) plans cover a similar participant headcount to The World Group Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Autism Society of North Carolina 401(k) Profit Sharing Plan in NC (812 participants, $8M 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 822539058.

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.