401(k) · DOL Form 5500 · 2023

Ware Group, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
407
Participants Below avg headcount
78th
Percentile by assets National rank
$69,895
Avg per participant Below avg balance/head
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Official DOL plan name: Ware Group, LLC 401(k) Plan · Sponsored by Ware Group, LLC · Florida · Wholesale Trade

$28M in assets, 407 participants

Ware Group, LLC's Ware Group, LLC 401(k) Plan reported $28M in total assets and 407 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,891 in Wholesale Trade (6,309 peers)

Where Ware Group, LLC 401(k) Plan sits by assets

Ware Group, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 407 participants (~$69,895/participant), up 42.4% in 2023.

#4,891
in Wholesale Trade (6,309 peers)
+42.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ware Group, LLC 401(k) Plan's outsized position by total assets

Ware Group, LLC 401(k) Plan vs every filed plan by assets

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

$28,447,154 Top 22% higher than 78% 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

Ware Group, LLC 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. Ware Group, LLC 401(k) Plan sits mid-pack in the medium band (407 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ware Group, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Ware Group, LLC 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Ware Group, LLC 401(k) Plan reported participants rose from 351 in the plan year 2022 filing to 407 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 263590999 · Ware Group, LLC PY 2023 · 401(k)

Ware Group, LLC 401(k) Plan · $28M · 407 · 78th

  • 5500 $28M
  • 5500 407
  • 5500 78th
  • 5500 401(k)
  • 5500 near Cashmere Valley Bank 401(k) Profit Sharing Plan
  • 5500 ind #4891

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 Florida →

Ware Group, LLC 401(k) Plan in the asset neighbourhood

Ware Group, LLC 401(k) Plan$28MCashmere Valley Bank 401(k) Profit Sharing PlanCashmere Valley Bank 401(k) …$28MState Bank of Southern Utah Profit Sharing 401(k) PlanState Bank of Southern Utah …$28MGlobal Professional Services Group, Inc. 401(k) PlanGlobal Professional Services…$28MPeak Utility Services Group, Inc. 401(k) PlanPeak Utility Services Group,…$28M
End-of-year total assets ($M) among Ware Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$28M
Net Income$8M
Employer EIN263590999
Plan Effective Date2005-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ware Group, LLC)

Sponsor-wide plan assets over time

All Ware Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 56.844188145346116% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20M $31.3M ▲ +56.9%
Year Plans Participants Total Assets
2022 1 351 $20M
2023 1 407 $28M
2024 1 534 $31M

Nearby 401(k) Plans in Florida

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

Ware Group, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Ware Group, LLC 401(k) Plan, Total assets ($B): 0.028447154 · Participants: 407Ware Group, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Ware Group, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Ware Group, LLC 401(k) Plan side-by-side with 3 peers →

Ware Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Cashmere Valley Bank 401(k) Profit Sharing Plan in WA ($28M); by covered participants it is Ross Aviation Retirement Savings Plan in CO (407 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (407 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 Ware Group, LLC 401(k) Plan assets move in 2023? ▼
Ware Group, LLC 401(k) Plan surged - up 42.4% during 2023, from $20M to $28M. Reported net income was $8M.
How have Ware Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ware Group, LLC's sponsor-wide assets grew 56.8%, from $20M to $31M.
Where does Ware Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Ware Group, LLC 401(k) Plan ranks in the 78th 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 Ware Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cashmere Valley Bank 401(k) Profit Sharing Plan in WA ($28M, 284 participants).
Which 401(k) plans cover a similar participant headcount to Ware Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ross Aviation Retirement Savings Plan in CO (407 participants, N/A 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 263590999.

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.