401(k) · DOL Form 5500 · 2024
Tracy Family Wbu Inc. 401(k) Plan
Data updated 2026-08-25
- $206K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $68,778
- Avg per participant Below avg balance/head
Official DOL plan name: Tracy Family Wbu Inc.401(k) Plan · Sponsored by Tracy Family Wbu Inc. · Illinois · Retail Trade
$206K in assets, 3 participants
Tracy Family Wbu Inc.'s Tracy Family Wbu Inc.401(k) Plan reported $206K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.
- #1,418 in Retail Trade (8,048 peers)
Tracy Family Wbu Inc. multi-year trail
Tracy Family Wbu Inc.'s plans moved +282.2% in assets from 2022 to 2024; this filing shows Tracy Family Wbu Inc.401(k) Plan at $206K / 3 participants.
- #1,418
- in Retail Trade (8,048 peers)
- +10.6%
- assets growth YoY
Tracy Family Wbu Inc.401(k) Plan among the smaller filed plans by assets
Tracy Family Wbu Inc.401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$206,335 11th percentile higher than 11% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Tracy Family Wbu Inc.401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tracy Family Wbu Inc.401(k) Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tracy Family Wbu Inc.401(k) Plan reported net income rose from -$52K in the plan year 2023 filing to $20K in the plan year 2024 filing.
- Tracy Family Wbu Inc.401(k) Plan end-of-year assets fell from $382K in the plan year 2023 filing to $206K in the plan year 2024 filing.
- Tracy Family Wbu Inc.401(k) Plan reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 464912939 · Tracy Family Wbu Inc. PY 2024 · 401(k)
Tracy Family Wbu Inc.401(k) Plan · $206K · 3 · 11th
- BOY $206K
- BOY 3
- BOY 11th
- BOY 401(k)
- BOY near Centum Health Properties Inc. Retirement Savings Plan
- BOY ind #1418
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 Retail Trade retirement plans → · Plans in Illinois →
Tracy Family Wbu Inc.401(k) Plan in the asset neighbourhood
Tracy Family Wbu Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Tracy Family Wbu Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 282.2221454084572% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $434K |
| 2023 | 1 | 4 | $382K |
| 2024 | 6 | 20 | $2M |
Tracy Family Wbu Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $187K |
|---|---|
| Net Assets (End of Year) | $206K |
| Net Income | $20K |
| Employer EIN | 464912939 |
| Plan Effective Date | 2014-02-21 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Tracy Family Wbu Inc.401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Centum Health Properties Inc. Retirement Savings Plan in CO ($206K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($206K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.