401(k) · DOL Form 5500 · 2023
Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC 401(k) Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 153
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $439,421
- Avg per participant High balance/head
Official DOL plan name: Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing Plan · Sponsored by Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC · Georgia · Professional & Technical Services
$67M in assets, 153 participants
Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC's Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing Plan reported $67M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #18,188 in Professional & Technical Services (20,321 peers)
Coverage in Georgia
Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing Plan covers 153 participants in Georgia, about 14% of the average Georgia filer (state average ~1,096 per filing). Assets: $67M.
- #18,188
- in Professional & Technical Services (20,321 peers)
- +24.0%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing Plan's outsized position by total assets
Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$67,231,466 Top 12% higher than 88% 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
Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing 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. Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing Plan sits mid-pack in the medium band (153 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing Plan reported participants rose from 89 in the plan year 2022 filing to 153 in the plan year 2023 filing.
- Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing Plan end-of-year assets rose from $54M in the plan year 2022 filing to $67M in the plan year 2023 filing.
DOL schedule card
Filing strip 582482895 · Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC PY 2023 · 401(k)
Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing Plan · $67M · 153 · 88th
- TYPE $67M
- TYPE 153
- TYPE 88th
- TYPE 401(k)
- TYPE near Ticom Geomatics, Inc. 401(k) Profit Sharing Plan
- TYPE ind #18188
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 Georgia →
Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $13M |
| Employer EIN | 582482895 |
| Plan Effective Date | 1965-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC)
Sponsor-wide plan assets over time
All Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $78M 44.55300089096563% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 157 | $54M |
| 2023 | 1 | 153 | $67M |
| 2024 | 1 | 161 | $78M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Ticom Geomatics, Inc. 401(k) Profit Sharing Plan in TX ($67M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
- Ticom Geomatics, Inc. 401(k) Profit Sharing Plan (TX) $67M · 240
- Matrix Medical Network 401(k) Plan (TN) $67M · 1,066
- Devine, Millimet & Branch 401(k) Plan (NH) $67M · 91
- The 401(k) Plan and Employee Trust of Airlite Plastics Co. (NE) $67M · 1,451
Similar participant headcount
Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.
- Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust (TX) 153 · 0 off
- Austin Csi, LLC 401(k) Plan (TX) 153 · 0 off
- Halsey Grocery 401(k) Plan (AL) 153 · 0 off
- Easy Auto 401(k) Plan (TN) 153 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.