401(k) · DOL Form 5500 · 2023

World Relief 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
662
Participants Below avg headcount
78th
Percentile by assets National rank
$42,652
Avg per participant Low balance/head
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Official DOL plan name: World Relief 401(k) Plan · Sponsored by World Relief · Maryland · Healthcare & Social Assistance

$28M in assets, 662 participants

World Relief's World Relief 401(k) Plan reported $28M in total assets and 662 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.

  • #14,444 in Healthcare & Social Assistance (17,684 peers)

Where World Relief 401(k) Plan sits by assets

World Relief 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 662 participants (~$42,652/participant), up 33.7% in 2023.

#14,444
in Healthcare & Social Assistance (17,684 peers)
+33.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

World Relief 401(k) Plan's outsized position by total assets

World Relief 401(k) Plan vs every filed plan by assets

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

$28,235,517 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

World Relief 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. World Relief 401(k) Plan sits mid-pack in the medium band (662 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • World Relief 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • World Relief 401(k) Plan reported participants rose from 427 in the plan year 2022 filing to 662 in the plan year 2023 filing.
  • World Relief 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 236393344 · World Relief PY 2023 · 401(k)

World Relief 401(k) Plan · $28M · 662 · 78th

  • ASSETS $28M
  • ASSETS 662
  • ASSETS 78th
  • ASSETS 401(k)
  • ASSETS near Uidc 401(k) Plan
  • ASSETS ind #14444

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 Healthcare & Social Assistance retirement plans → · Plans in Maryland →

World Relief 401(k) Plan in the asset neighbourhood

World Relief 401(k) Plan$28MUidc 401(k) Plan$28MJ.L. Clark Employees Retirement Savings PlanJ.L. Clark Employees Retirem…$28MSentry Equipment Corp. 401(k) PlanSentry Equipment Corp. 401(k…$28MTiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing PlanTiedemann Wealth Management …$28M
End-of-year total assets ($M) among World Relief 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)$21M
Net Assets (End of Year)$28M
Net Income$7M
Employer EIN236393344
Plan Effective Date2007-04-15
Filing StatusFILING RECEIVED

Sponsor Plan History (World Relief)

Sponsor-wide plan assets over time

All World Relief plans reported in each filing year

Latest sponsor-wide plan assets
$36M 72.82968567055656% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $21.1M $36.5M ▲ +72.8%
Year Plans Participants Total Assets
2022 1 427 $21M
2023 1 662 $28M
2024 1 898 $36M

Nearby 401(k) Plans in Maryland

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

World Relief 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants World Relief 401(k) Plan, Total assets ($B): 0.028235517 · Participants: 662World Relief 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
World Relief 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare World Relief 401(k) Plan side-by-side with 3 peers →

World Relief 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Uidc 401(k) Plan in OR ($28M); by covered participants it is Rosen USA 401(k) Plan in TX (662 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (662 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 World Relief 401(k) Plan assets move in 2023? ▼
World Relief 401(k) Plan surged - up 33.7% during 2023, from $21M to $28M. Reported net income was $7M.
How have World Relief plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), World Relief's sponsor-wide assets grew 72.8%, from $21M to $36M.
Where does World Relief 401(k) Plan rank by assets among Form 5500 filers? ▼
World Relief 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 World Relief 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Uidc 401(k) Plan in OR ($28M, 821 participants).
Which 401(k) plans cover a similar participant headcount to World Relief 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rosen USA 401(k) Plan in TX (662 participants, $42M 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 236393344.

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.