401(k) · DOL Form 5500 · 2023
Wealthwood Estates Inc. 401(k) Plan
Data updated 2026-08-25
- $399K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $199,344
- Avg per participant Above avg balance/head
Official DOL plan name: Wealthwood Estates Inc. 401(k) Plan · Sponsored by Wealthwood Estates Inc. · Nebraska · Real Estate
$399K in assets, 2 participants
Wealthwood Estates Inc.'s Wealthwood Estates Inc. 401(k) Plan reported $399K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.
- #1,265 in Real Estate (4,727 peers)
Wealthwood Estates Inc. multi-year trail
Wealthwood Estates Inc.'s plans moved +114.2% in assets from 2022 to 2024; this filing shows Wealthwood Estates Inc. 401(k) Plan at $399K / 2 participants.
- #1,265
- in Real Estate (4,727 peers)
- +91.3%
- assets growth YoY
Wealthwood Estates Inc. 401(k) Plan among the smaller filed plans by assets
Wealthwood Estates Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$398,687 16th percentile higher than 16% 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
Wealthwood Estates 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. Wealthwood Estates Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wealthwood Estates Inc. 401(k) Plan reported net income rose from -$241K in the plan year 2022 filing to $190K in the plan year 2023 filing.
- Wealthwood Estates Inc. 401(k) Plan end-of-year assets rose from $208K in the plan year 2022 filing to $399K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 462295638 · Wealthwood Estates Inc. PY 2023 · 401(k)
Wealthwood Estates Inc. 401(k) Plan · $399K · 2 · 16th
- EOY $399K
- EOY 2
- EOY 16th
- EOY 401(k)
- EOY near Whitherward Dream, Inc. 401(k) Profit Sharing Plan
- EOY ind #1265
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 Real Estate retirement plans → · Plans in Nebraska →
Wealthwood Estates Inc. 401(k) Plan in the asset neighbourhood
Wealthwood Estates Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Wealthwood Estates Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $446K 114.21832107960763% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $208K |
| 2023 | 1 | 2 | $399K |
| 2024 | 1 | 2 | $446K |
Wealthwood Estates Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $208K |
|---|---|
| Net Assets (End of Year) | $399K |
| Net Income | $190K |
| Employer EIN | 462295638 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Hdr, Inc. Best Plan and ESOP $6.3B · 10,652
- Peter Kiewit Sons, Inc. Retirement Savings Plan $2.4B · 16,947
- Union Pacific Corporation Thrift Plan $2.3B · 5,470
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.3B · 27,770
- First National of Nebraska, Inc. First Savings Plan $926M · 5,038
Wealthwood Estates Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Whitherward Dream, Inc. 401(k) Profit Sharing Plan in IL ($399K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($399K here).
- Whitherward Dream, Inc. 401(k) Profit Sharing Plan (IL) $399K · 10
- Ba Lashes, Inc 401(k) Plan (TX) $399K · 28
- Kgc Technologies 401(k) Plan (CA) $399K · 17
- Millstein & Co. 401(k) Retirement Plan (NY) $399K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.