401(k) · DOL Form 5500 · 2024

Rw Waugh Inc 401(k) Plan

Data updated 2026-08-25

$194K
Total assets Small plan by assets
3
Participants Small participant base
10th
Percentile by assets National rank
$64,605
Avg per participant Low balance/head
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Official DOL plan name: Rw Waugh Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Rw Waugh Inc · Missouri · Finance & Insurance

$194K in assets, 3 participants

Rw Waugh Inc's Rw Waugh Inc 401(k) Profit Sharing Plan & Trust reported $194K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.

  • #444 in Finance & Insurance (8,549 peers)

Rw Waugh Inc multi-year trail

Rw Waugh Inc's plans moved +93.7% in assets from 2022 to 2024; this filing shows Rw Waugh Inc 401(k) Profit Sharing Plan & Trust at $194K / 3 participants.

#444
in Finance & Insurance (8,549 peers)
+41.0%
assets growth YoY

Rw Waugh Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Rw Waugh Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$193,816 10th percentile higher than 10% of 123,620 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 2024

Rw Waugh Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rw Waugh Inc 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rw Waugh Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $37K in the plan year 2023 filing to $56K in the plan year 2024 filing.
  • Rw Waugh Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $137K in the plan year 2023 filing to $194K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 203011070 · Rw Waugh Inc PY 2024 · 401(k)

Rw Waugh Inc 401(k) Profit Sharing Plan & Trust · $194K · 3 · 10th

  • PCT $194K
  • PCT 3
  • PCT 10th
  • PCT 401(k)
  • PCT near G5020 Retirement Plan
  • PCT ind #444

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 Finance & Insurance retirement plans → · Plans in Missouri →

Rw Waugh Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Rw Waugh Inc 401(k) Profit Sharing Plan & TrustRw Waugh Inc 401(k) Profit S…$194KG5020 Retirement Plan$194KNorthstar Childcare LLC 401(k) Profit Sharing Plan & TrustNorthstar Childcare LLC 401(…$194KKimbri Liquor Corporation 401(k) Profit Sharing Plan & TrustKimbri Liquor Corporation 40…$194KSuperior Image, Inc. 401(k) PlanSuperior Image, Inc. 401(k) …$194K
End-of-year total assets ($M) among Rw Waugh Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rw Waugh Inc multi-year asset trail

Sponsor-wide plan assets over time

All Rw Waugh Inc plans reported in each filing year

Latest sponsor-wide plan assets
$194K 93.66494134575032% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M 202220232024 $0.1M $0.19M ▲ +90.0%
Year Plans Participants Total Assets
2022 1 3 $100K
2023 1 3 $137K
2024 1 3 $194K

Rw Waugh Inc filing trail (2024)

Total Assets (Beginning of Year)$137K
Net Assets (End of Year)$194K
Net Income$56K
Employer EIN203011070
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Rw Waugh Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Rw Waugh Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000193816 · Participants: 3Rw Waugh Inc 401(k) Profit Sharing Plan & TrustEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Rw Waugh Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Rw Waugh Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Rw Waugh Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is G5020 Retirement Plan in CO ($194K); 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.

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.

Frequently Asked Questions

How did Rw Waugh Inc 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Rw Waugh Inc 401(k) Profit Sharing Plan & Trust surged - up 41.0% during 2024, from $137K to $194K. Reported net income was $56K.
How have Rw Waugh Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rw Waugh Inc's sponsor-wide assets grew 93.7%, from $100K to $194K.
Where does Rw Waugh Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Rw Waugh Inc 401(k) Profit Sharing Plan & Trust ranks in the 10th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Rw Waugh Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is G5020 Retirement Plan in CO ($194K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Rw Waugh Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203011070.

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.