401(k) · DOL Form 5500 · 2023

Weaver Street Market 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
216
Participants Below avg headcount
55th
Percentile by assets National rank
$40,137
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Weaver Street Market Retirement Trust · Sponsored by Weaver Street Market · North Carolina · Retail Trade

$9M in assets, 216 participants

Weaver Street Market's Weaver Street Market Retirement Trust reported $9M in total assets and 216 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,554 in Retail Trade (8,414 peers)

Coverage in North Carolina

Weaver Street Market Retirement Trust covers 216 participants in North Carolina, about 26% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#5,554
in Retail Trade (8,414 peers)
+25.2%
assets growth YoY

Weaver Street Market Retirement Trust's mid-pack asset rank among Retail Trade and all filers

Weaver Street Market Retirement Trust vs every filed plan by assets

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

$8,669,509 Top 45% higher than 55% 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

Weaver Street Market Retirement Trust 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. Weaver Street Market Retirement Trust sits mid-pack in the medium band (216 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Weaver Street Market Retirement Trust reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Weaver Street Market Retirement Trust end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Weaver Street Market Retirement Trust reported participants fell from 236 in the plan year 2022 filing to 216 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 561590492 · Weaver Street Market PY 2023 · 401(k)

Weaver Street Market Retirement Trust · $9M · 216 · 55th

  • 5500 $9M
  • ASSETS 216
  • PCT 55th
  • EIN 401(k)
  • RANK near Rowe Enterprises, Inc. 401(k) Plan
  • PHOTO ind #5554

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 Retail Trade retirement plans → · Plans in North Carolina →

Weaver Street Market Retirement Trust in the asset neighbourhood

Weaver Street Market Retirement TrustWeaver Street Market Retirem…$9MRowe Enterprises, Inc. 401(k) PlanRowe Enterprises, Inc. 401(k…$9MHeritage Hr LLC 401(k) Profit Sharing PlanHeritage Hr LLC 401(k) Profi…$9MAstar Capital Management, Inc. 401(k) Profit Sharing PlanAstar Capital Management, In…$9MCardenas Markets LLC 401(k) PlanCardenas Markets LLC 401(k) …$9M
End-of-year total assets ($M) among Weaver Street Market Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN561590492
Plan Effective Date2002-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Weaver Street Market)

Sponsor-wide plan assets over time

All Weaver Street Market plans reported in each filing year

Latest sponsor-wide plan assets
$10M 41.91146336201357% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.92M $9.83M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 236 $7M
2023 1 216 $9M
2024 1 225 $10M

Nearby 401(k) Plans in North Carolina

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

Weaver Street Market Retirement Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Weaver Street Market Retirement Trust, Total assets ($B): 0.008669509 · Participants: 216Weaver Street Market Retirement TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Weaver Street Market Retirement Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Weaver Street Market Retirement Trust side-by-side with 3 peers →

Weaver Street Market Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Rowe Enterprises, Inc. 401(k) Plan in AZ ($9M); by covered participants it is Hitachi Rail Honolulu Jv Retirement/Savings Plan in PA (216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (216 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 Weaver Street Market Retirement Trust assets move in 2023? ▼
Weaver Street Market Retirement Trust grew sharply - up 25.2% during 2023, from $7M to $9M. Reported net income was $2M.
How have Weaver Street Market plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weaver Street Market's sponsor-wide assets grew 41.9%, from $7M to $10M.
Which 401(k) plans are similar in size to Weaver Street Market Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rowe Enterprises, Inc. 401(k) Plan in AZ ($9M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Weaver Street Market Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hitachi Rail Honolulu Jv Retirement/Savings Plan in PA (216 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 561590492.

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.