401(k) · DOL Form 5500 · 2023

The Wealthy Contractor Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 3
Participants Small participant base: 26th
Percentile by assets National rank: $428,662
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: The Wealthy Contractor Inc. 401(k) Plan · Sponsored by The Wealthy Contractor Inc. · Florida · Professional & Technical Services

$1M in assets, 3 participants

The Wealthy Contractor Inc.'s The Wealthy Contractor Inc. 401(k) Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

#4,335 in Professional & Technical Services (20,321 peers)

The Wealthy Contractor Inc. multi-year trail

The Wealthy Contractor Inc.'s plans moved +80.0% in assets from 2022 to 2024; this filing shows The Wealthy Contractor Inc. 401(k) Plan at $1M / 3 participants.

#4,335
in Professional & Technical Services (20,321 peers): +59.5%
assets growth YoY

The Wealthy Contractor Inc. 401(k) Plan among the smaller filed plans by assets

The Wealthy Contractor Inc. 401(k) Plan vs every filed plan by assets

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

$1,285,985 26th percentile higher than 26% 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

The Wealthy Contractor Inc. 401(k) 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. The Wealthy Contractor Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

The Wealthy Contractor Inc. 401(k) Plan reported participants fell from 14 in the plan year 2022 filing to 3 in the plan year 2023 filing.
The Wealthy Contractor Inc. 401(k) Plan end-of-year assets rose from $806K in the plan year 2022 filing to $1M in the plan year 2023 filing.
The Wealthy Contractor Inc. 401(k) Plan reported net income rose from $344K in the plan year 2022 filing to $480K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 834307258 · The Wealthy Contractor Inc. PY 2023 · 401(k)

The Wealthy Contractor Inc. 401(k) Plan · $1M · 3 · 26th

NET $1M
NET 3
NET 26th
NET 401(k)
NET near Vine & Dine Hospitality Inc. Retirement Plan
NET ind #4335

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 Professional & Technical Services retirement plans → · Plans in Florida →

End-of-year total assets ($M) among The Wealthy Contractor Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Wealthy Contractor Inc. multi-year asset trail

Latest sponsor-wide plan assets: $1M 80.00679513775654% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	14	$806K
2023	1	3	$1M
2024	1	5	$1M

The Wealthy Contractor Inc. filing trail (2023)

Total Assets (Beginning of Year)	$806K
Net Assets (End of Year)	$1M
Net Income	$480K
Employer EIN	834307258
Plan Effective Date	2019-04-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

The Wealthy Contractor Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare The Wealthy Contractor Inc. 401(k) Plan side-by-side with 3 peers →

The Wealthy Contractor Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Vine & Dine Hospitality Inc. Retirement Plan in TX ($1M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Vine & Dine Hospitality Inc. Retirement Plan (TX) $1M · 1
Harris & Wakayama, P.L.L.C. 401(k) Profit Sharing Plan and Trust (WA) $1M · 2
Delta T Systems, Inc. 401(k) Plan (WI) $1M · 29
D.a. Hoerr & Sons, Inc. 401(k) Savings Plan (IL) $1M · 75

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
J K B Solutions Retirement Plan (TX) 3 · 0 off

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 Wealthy Contractor Inc. 401(k) Plan assets move in 2023? ▼

The Wealthy Contractor Inc. 401(k) Plan surged - up 59.5% during 2023, from $806K to $1M. Reported net income was $480K.

How have The Wealthy Contractor Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Wealthy Contractor Inc.'s sponsor-wide assets grew 80.0%, from $806K to $1M.

Which 401(k) plans are similar in size to The Wealthy Contractor Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Vine & Dine Hospitality Inc. Retirement Plan in TX ($1M, 1 participant).

Which 401(k) plans cover a similar participant headcount to The Wealthy Contractor Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 834307258.