401(k) · DOL Form 5500 · 2023

W3, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
874
Participants Near avg headcount
66th
Percentile by assets National rank
$16,262
Avg per participant Low balance/head
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Official DOL plan name: W3, LLC 401(k) Plan · Sponsored by W3, LLC · Georgia · Professional & Technical Services

$14M in assets, 874 participants

W3, LLC's W3, LLC 401(k) Plan reported $14M in total assets and 874 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,289 in Professional & Technical Services (20,321 peers)

W3, LLC multi-year trail

W3, LLC's plans moved +59.7% in assets from 2022 to 2024; this filing shows W3, LLC 401(k) Plan at $14M / 874 participants.

#13,289
in Professional & Technical Services (20,321 peers)
+34.4%
assets growth YoY

W3, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

W3, LLC 401(k) Plan vs every filed plan by assets

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

$14,213,121 Top 34% higher than 66% 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

W3, LLC 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. W3, LLC 401(k) Plan sits mid-pack in the medium band (874 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • W3, LLC 401(k) Plan reported net income rose from -$757K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • W3, LLC 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • W3, LLC 401(k) Plan reported participants rose from 864 in the plan year 2022 filing to 874 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 800206231 · W3, LLC PY 2023 · 401(k)

W3, LLC 401(k) Plan · $14M · 874 · 66th

  • 5500 $14M
  • ASSETS 874
  • PCT 66th
  • EIN 401(k)
  • RANK near Vsmpo-Tirus US 401(k) Profit Sharing Plan
  • PHOTO ind #13289

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 →

W3, LLC 401(k) Plan in the asset neighbourhood

W3, LLC 401(k) Plan$14MVsmpo-Tirus US 401(k) Profit Sharing PlanVsmpo-Tirus US 401(k) Profit…$14MIrwin R. Rose & Company, LLC 401(k) Profit Sharing PlanIrwin R. Rose & Company, LLC…$14MViridos, Inc. 401(k) Retirement PlanViridos, Inc. 401(k) Retirem…$14MAdvanced Medical Imaging, LLC 401(k) Profit Sharing PlanAdvanced Medical Imaging, LL…$14M
End-of-year total assets ($M) among W3, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

W3, LLC multi-year asset trail

Sponsor-wide plan assets over time

All W3, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 59.65057717795844% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.6M $16.9M ▲ +59.7%
Year Plans Participants Total Assets
2022 1 864 $11M
2023 1 874 $14M
2024 1 543 $17M

W3, LLC filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$4M
Employer EIN800206231
Plan Effective Date2009-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

W3, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants W3, LLC 401(k) Plan, Total assets ($B): 0.014213121 · Participants: 874W3, LLC 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
W3, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare W3, LLC 401(k) Plan side-by-side with 3 peers →

W3, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Vsmpo-Tirus US 401(k) Profit Sharing Plan in PA ($14M); by covered participants it is Bollinger Mississippi Shipbuilding LLC 401(k) Profit Sharing Plan in MS (874 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (874 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 W3, LLC 401(k) Plan assets move in 2023? ▼
W3, LLC 401(k) Plan surged - up 34.4% during 2023, from $11M to $14M. Reported net income was $4M.
How have W3, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W3, LLC's sponsor-wide assets grew 59.7%, from $11M to $17M.
Which 401(k) plans are similar in size to W3, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vsmpo-Tirus US 401(k) Profit Sharing Plan in PA ($14M, 87 participants).
Which 401(k) plans cover a similar participant headcount to W3, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bollinger Mississippi Shipbuilding LLC 401(k) Profit Sharing Plan in MS (874 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 800206231.

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.