401(k) · DOL Form 5500 · 2023

W.B. Moore Company of Charlotte, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
123
Participants Small participant base
53rd
Percentile by assets National rank
$63,710
Avg per participant Low balance/head
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Official DOL plan name: W.B. Moore Company of Charlotte 401(k) Plan · Sponsored by W.B. Moore Company of Charlotte, Inc. · North Carolina · Construction

$8M in assets, 123 participants

W.B. Moore Company of Charlotte, Inc.'s W.B. Moore Company of Charlotte 401(k) Plan reported $8M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #4,672 in Construction (9,030 peers)

Coverage in North Carolina

W.B. Moore Company of Charlotte 401(k) Plan covers 123 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.

#4,672
in Construction (9,030 peers)
+13.8%
assets growth YoY

W.B. Moore Company of Charlotte 401(k) Plan's mid-pack asset rank among Construction and all filers

W.B. Moore Company of Charlotte 401(k) Plan vs every filed plan by assets

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

$7,836,281 Top 47% higher than 53% 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

W.B. Moore Company of Charlotte 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. W.B. Moore Company of Charlotte 401(k) Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • W.B. Moore Company of Charlotte 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $948K in the plan year 2023 filing.
  • W.B. Moore Company of Charlotte 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • W.B. Moore Company of Charlotte 401(k) Plan reported participants fell from 138 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 561818115 · W.B. Moore Company of Charlotte, Inc. PY 2023 · 401(k)

W.B. Moore Company of Charlotte 401(k) Plan · $8M · 123 · 53rd

  • IND $8M
  • IND 123
  • IND 53rd
  • IND 401(k)
  • IND near Premier Infusion and Healthcare Services, Inc. 401(k) Profit Shari
  • IND ind #4672

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 Construction retirement plans → · Plans in North Carolina →

W.B. Moore Company of Charlotte 401(k) Plan in the asset neighbourhood

W.B. Moore Company of Charlotte 401(k) PlanW.B. Moore Company of Charlo…$8MPremier Infusion and Healthcare Services, Inc. 401(k) Profit ShariPremier Infusion and Healthc…$8MMedical Specialists, Inc. PC Savings PlanMedical Specialists, Inc. PC…$8MElite Associates Holding Inc. Retirement Savings 401(k) PlanElite Associates Holding Inc…$8MRichmond Baking Company Retirement Readiness 401(k) PlanRichmond Baking Company Reti…$8M
End-of-year total assets ($M) among W.B. Moore Company of Charlotte 401(k) Plan 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)$8M
Net Income$948K
Employer EIN561818115
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W.B. Moore Company of Charlotte, Inc.)

Sponsor-wide plan assets over time

All W.B. Moore Company of Charlotte, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 27.20909871022824% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.89M $8.76M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 138 $7M
2023 1 123 $8M
2024 1 103 $9M

Nearby 401(k) Plans in North Carolina

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

W.B. Moore Company of Charlotte 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants W.B. Moore Company of Charlotte 401(k) Plan, Total assets ($B): 0.007836281 · Participants: 123W.B. Moore Company of Charlotte 401(k) PlanThe 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
W.B. Moore Company of Charlotte 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare W.B. Moore Company of Charlotte 401(k) Plan side-by-side with 3 peers →

W.B. Moore Company of Charlotte 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Premier Infusion and Healthcare Services, Inc. 401(k) Profit Shari in CA ($8M); by covered participants it is Integral Group 401(k) Plan in CA (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 W.B. Moore Company of Charlotte 401(k) Plan assets move in 2023? ▼
W.B. Moore Company of Charlotte 401(k) Plan grew at a solid clip - up 13.8% during 2023, from $7M to $8M. Reported net income was $948K.
How have W.B. Moore Company of Charlotte, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W.B. Moore Company of Charlotte, Inc.'s sponsor-wide assets grew 27.2%, from $7M to $9M.
Which 401(k) plans are similar in size to W.B. Moore Company of Charlotte 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Premier Infusion and Healthcare Services, Inc. 401(k) Profit Shari in CA ($8M, 265 participants).
Which 401(k) plans cover a similar participant headcount to W.B. Moore Company of Charlotte 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Integral Group 401(k) Plan in CA (123 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 561818115.

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.