401(k) · DOL Form 5500 · 2023

Witte Brothers Exchange, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
243
Participants Below avg headcount
57th
Percentile by assets National rank
$37,455
Avg per participant Low balance/head
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Official DOL plan name: Witte Brothers Exchange, Inc. 401(k) Profit Sharing Plan · Sponsored by Witte Brothers Exchange, Inc. · Missouri · Transportation & Warehousing

$9M in assets, 243 participants

Witte Brothers Exchange, Inc.'s Witte Brothers Exchange, Inc. 401(k) Profit Sharing Plan reported $9M in total assets and 243 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,925 in Transportation & Warehousing (3,362 peers)

Coverage in Missouri

Witte Brothers Exchange, Inc. 401(k) Profit Sharing Plan covers 243 participants in Missouri, about 33% of the average Missouri filer (state average ~737 per filing). Assets: $9M.

#1,925
in Transportation & Warehousing (3,362 peers)
+10.3%
assets growth YoY

Witte Brothers Exchange, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Witte Brothers Exchange, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,101,499 Top 43% higher than 57% 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

Witte Brothers Exchange, Inc. 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. Witte Brothers Exchange, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (243 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Witte Brothers Exchange, Inc. 401(k) Profit Sharing Plan reported net income rose from $608K in the plan year 2022 filing to $872K in the plan year 2023 filing.
  • Witte Brothers Exchange, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Witte Brothers Exchange, Inc. 401(k) Profit Sharing Plan reported participants fell from 256 in the plan year 2022 filing to 243 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 430715605 · Witte Brothers Exchange, Inc. PY 2023 · 401(k)

Witte Brothers Exchange, Inc. 401(k) Profit Sharing Plan · $9M · 243 · 57th

  • BOOK $9M
  • VS-ST 243
  • BOY 57th
  • SCH 401(k)
  • EBSA near Zolon Tech, Inc 401 (K) Plan
  • PART ind #1925

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 Transportation & Warehousing retirement plans → · Plans in Missouri →

Witte Brothers Exchange, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Witte Brothers Exchange, Inc. 401(k) Profit Sharing PlanWitte Brothers Exchange, Inc…$9MZolon Tech, Inc 401 (K) Plan$9MMoore Bass Consulting, Inc. 401(k) Plan & TrustMoore Bass Consulting, Inc. …$9MThe Ridgemont Company, Inc. 401(k) Retirement Savings PlanThe Ridgemont Company, Inc. …$9MAhs Residential, LLC 401(k) PlanAhs Residential, LLC 401(k) …$9M
End-of-year total assets ($M) among Witte Brothers Exchange, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$872K
Employer EIN430715605
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Witte Brothers Exchange, Inc.)

Sponsor-wide plan assets over time

All Witte Brothers Exchange, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 30.46239634138359% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.25M $10.8M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 256 $8M
2023 1 243 $9M
2024 1 209 $11M

Nearby 401(k) Plans in Missouri

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

Witte Brothers Exchange, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Witte Brothers Exchange, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.009101499 · Participants: 243Witte Brothers Exchange, Inc. 401(k) Profit Sharing PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Witte Brothers Exchange, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Witte Brothers Exchange, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Witte Brothers Exchange, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Zolon Tech, Inc 401 (K) Plan in VA ($9M); by covered participants it is Ebq Retirement Plan in TX (243 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (243 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 Witte Brothers Exchange, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Witte Brothers Exchange, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 10.3% during 2023, from $8M to $9M. Reported net income was $872K.
How have Witte Brothers Exchange, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Witte Brothers Exchange, Inc.'s sponsor-wide assets grew 30.5%, from $8M to $11M.
Which 401(k) plans are similar in size to Witte Brothers Exchange, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zolon Tech, Inc 401 (K) Plan in VA ($9M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Witte Brothers Exchange, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ebq Retirement Plan in TX (243 participants, $2M 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 430715605.

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.