401(k) · DOL Form 5500 · 2023
W.D. Campbell & Son, Inc. 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 39
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $606,942
- Avg per participant High balance/head
Official DOL plan name: W.D. Campbell & Son, Inc. Employee Stock Ownership and Savings Plan · Sponsored by W.D. Campbell & Son, Inc. · Virginia · Finance & Insurance
$24M in assets, 39 participants
W.D. Campbell & Son, Inc.'s W.D. Campbell & Son, Inc. Employee Stock Ownership and Savings Plan reported $24M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #5,597 in Finance & Insurance (8,869 peers)
Where W.D. Campbell & Son, Inc. Employee Stock Ownership and Savings Plan sits by assets
W.D. Campbell & Son, Inc. Employee Stock Ownership and Savings Plan sits in the top quartile of all filed plans by assets, $24M for 39 participants (~$606,942/participant), up 3.2% in 2023.
- #5,597
- in Finance & Insurance (8,869 peers)
- +3.2%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
W.D. Campbell & Son, Inc. Employee Stock Ownership and Savings Plan's outsized position by total assets
W.D. Campbell & Son, Inc. Employee Stock Ownership and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,670,755 Top 24% higher than 76% 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.D. Campbell & Son, Inc. Employee Stock Ownership and Savings Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W.D. Campbell & Son, Inc. Employee Stock Ownership and Savings Plan is a small filing (39 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- W.D. Campbell & Son, Inc. Employee Stock Ownership and Savings Plan reported net income rose from -$934K in the plan year 2022 filing to $770K in the plan year 2023 filing.
- W.D. Campbell & Son, Inc. Employee Stock Ownership and Savings Plan reported participants fell from 41 in the plan year 2022 filing to 39 in the plan year 2023 filing.
- W.D. Campbell & Son, Inc. Employee Stock Ownership and Savings Plan end-of-year assets rose from $23M in the plan year 2022 filing to $24M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 540159670 · W.D. Campbell & Son, Inc. PY 2023 · 401(k)
W.D. Campbell & Son, Inc. Employee Stock Ownership and Savings Plan · $24M · 39 · 76th
- PCT $24M
- EIN 39
- RANK 76th
- PHOTO 401(k)
- IND near Gair, Gair, Conason Employees' 401(k) Profit Sharing Plan
- EOY ind #5597
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 Finance & Insurance retirement plans → · Plans in Virginia →
W.D. Campbell & Son, Inc. Employee Stock Ownership and Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $770K |
| Employer EIN | 540159670 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (W.D. Campbell & Son, Inc.)
Sponsor-wide plan assets over time
All W.D. Campbell & Son, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 15.454096422049124% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 41 | $23M |
| 2023 | 1 | 39 | $24M |
| 2024 | 1 | 41 | $26M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
W.D. Campbell & Son, Inc. Employee Stock Ownership and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Gair, Gair, Conason Employees' 401(k) Profit Sharing Plan in NY ($24M); by covered participants it is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.
- John S. Lane & Son, Inc. 401(k) Union Plan (NY) 39 · 0 off
- I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust (OH) 39 · 0 off
- Court Street Ford Inc 401(k) Plan (IL) 39 · 0 off
- Defined Logic 401(k) Plan (NJ) 39 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.