401(k) · DOL Form 5500 · 2023

Ware Malcomb 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
674
Participants Below avg headcount
85th
Percentile by assets National rank
$69,671
Avg per participant Below avg balance/head
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Official DOL plan name: Ware Malcomb 401(k) Plan · Sponsored by Ware Malcomb · California · Professional & Technical Services

$47M in assets, 674 participants

Ware Malcomb's Ware Malcomb 401(k) Plan reported $47M in total assets and 674 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,470 in Professional & Technical Services (20,321 peers)

Where Ware Malcomb 401(k) Plan sits by assets

Ware Malcomb 401(k) Plan sits in the top quartile of all filed plans by assets, $47M for 674 participants (~$69,671/participant), up 28.9% in 2023.

#17,470
in Professional & Technical Services (20,321 peers)
+28.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Ware Malcomb 401(k) Plan's outsized position by total assets

Ware Malcomb 401(k) Plan vs every filed plan by assets

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

$46,958,194 Top 15% higher than 85% 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

Ware Malcomb 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. Ware Malcomb 401(k) Plan sits mid-pack in the medium band (674 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ware Malcomb 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Ware Malcomb 401(k) Plan end-of-year assets rose from $36M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Ware Malcomb 401(k) Plan reported participants rose from 637 in the plan year 2022 filing to 674 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 952905859 · Ware Malcomb PY 2023 · 401(k)

Ware Malcomb 401(k) Plan · $47M · 674 · 85th

  • BOY $47M
  • BOY 674
  • BOY 85th
  • BOY 401(k)
  • BOY near First National Bank of America Retirement Plan
  • BOY ind #17470

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 California →

Ware Malcomb 401(k) Plan in the asset neighbourhood

Ware Malcomb 401(k) Plan$47MFirst National Bank of America Retirement PlanFirst National Bank of Ameri…$47M401(k) Plan for Employees of Revere Copper Products, Inc.401(k) Plan for Employees of…$47MLondon Fischer Profit Sharing and Savings PlanLondon Fischer Profit Sharin…$47MUniversity Orthopedics Center, Ltd. Retirement PlanUniversity Orthopedics Cente…$47M
End-of-year total assets ($M) among Ware Malcomb 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)$36M
Net Assets (End of Year)$47M
Net Income$11M
Employer EIN952905859
Plan Effective Date1995-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ware Malcomb)

Sponsor-wide plan assets over time

All Ware Malcomb plans reported in each filing year

Latest sponsor-wide plan assets
$54M 47.3892649154404% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $36.4M $53.7M ▲ +47.4%
Year Plans Participants Total Assets
2022 1 637 $36M
2023 1 674 $47M
2024 1 609 $54M

Nearby 401(k) Plans in California

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

Ware Malcomb 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ware Malcomb 401(k) Plan, Total assets ($B): 0.046958194 · Participants: 674Ware Malcomb 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Ware Malcomb 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ware Malcomb 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is First National Bank of America Retirement Plan in MI ($47M); by covered participants it is Toa (USA) 401(k) Plan in IN (674 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (674 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 Ware Malcomb 401(k) Plan assets move in 2023? ▼
Ware Malcomb 401(k) Plan grew sharply - up 28.9% during 2023, from $36M to $47M. Reported net income was $11M.
How have Ware Malcomb plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ware Malcomb's sponsor-wide assets grew 47.4%, from $36M to $54M.
Where does Ware Malcomb 401(k) Plan rank by assets among Form 5500 filers? ▼
Ware Malcomb 401(k) Plan ranks in the 85th 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 Ware Malcomb 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is First National Bank of America Retirement Plan in MI ($47M, 483 participants).
Which 401(k) plans cover a similar participant headcount to Ware Malcomb 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Toa (USA) 401(k) Plan in IN (674 participants, $22M 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 952905859.

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.