401(k) · DOL Form 5500 · 2023

W2k Animal Services, Inc. 401(k) Plan

Data updated 2026-05-15

$1M
Total assets
11
Participants
24th
Percentile by assets
$92,487
Avg per participant

Sponsored by W2k Animal Services, Inc. · Montana · Other Services

What the 2023 filing shows

W2k Animal Services, Inc. 401(k) Plan holds $1M for 11 participants - about $92,487 per participant, among the smaller plans by assets on file, up 7.6% over the 2023 plan year.

$1M
total plan assets (2023 EOY)
11
covered participants
24th
percentile by assets (of 126,618 plans)
$92,487
avg assets per participant
State
Industry
Other Services

401(k) · DOL Form 5500 · 2023

What the Filing Says About W2k Animal Services, Inc. 401(k) Plan

W2k Animal Services, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by W2k Animal Services, Inc., headquartered in Montana. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers 11 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 822924165, and the plan has been effective since 2017-09-23. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew at a solid clip from $946K at the beginning of 2023 to $1M at year-end - up 7.6%. Net assets (after liabilities) closed the year at $1M, with reported net income of $72K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Across the 2 plan years W2k Animal Services, Inc. has on file with PlainRetire (2022-2023), sponsor-wide plan assets have moved from $946K to $1M, a gain of 7.6%, while reported participants moved from 9 to 11 (+22.2%). Year-by-year, sponsor-wide filings show: 2022 - $946K in assets across 1 plan covering 9 participants; 2023 - $1M in assets across 1 plan covering 11 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank W2k Animal Services, Inc. 401(k) Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2023)

Total Assets (Beginning of Year)$946K
Total Assets (End of Year)$1M
Net Assets (End of Year)$1M
Net Income$72K
Plan Type401(k)
Employer EIN822924165
Plan Effective Date2017-09-23
Filing StatusFILING RECEIVED

Sponsor Plan History (W2k Animal Services, Inc.)

Year Plans Participants Total Assets
2022 1 9 $946K
2023 1 11 $1M

Nearby 401(k) Plans in Montana

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

Frequently Asked Questions

How much money is in the W2k Animal Services, Inc. 401(k) Plan?
As of the 2023 Form 5500 filing, W2k Animal Services, Inc. 401(k) Plan holds $1M in total assets with 11 participants. It is sponsored by W2k Animal Services, Inc..
What type of plan is W2k Animal Services, Inc. 401(k) Plan?
W2k Animal Services, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2017-09-23. The plan is filed with the U.S. Department of Labor under EIN 822924165.
Who sponsors the W2k Animal Services, Inc. 401(k) Plan?
W2k Animal Services, Inc. 401(k) Plan is sponsored by W2k Animal Services, Inc., located in Montana. The sponsor's EIN is 822924165 and the plan operates in the Other Services industry.
How did W2k Animal Services, Inc. 401(k) Plan perform in 2023?
W2k Animal Services, Inc. 401(k) Plan grew at a solid clip - up 7.6% during 2023, moving from $946K to $1M in total assets. Net income was $72K.

What this filing means

Ways to act on W2k Animal Services, Inc. 401(k) Plan's numbers.

  • By total assets, W2k Animal Services, Inc. 401(k) Plan ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Montana. Compare plans
  • W2k Animal Services, Inc.'s sponsor-wide assets have grown 7.6% since 2022 across 2 plan years on file. More Other Services plans
  • A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

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 822924165.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.