401(k) · DOL Form 5500 · 2023

W.T. Humphrey, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
240
Participants Below avg headcount
66th
Percentile by assets National rank
$58,843
Avg per participant Low balance/head
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Official DOL plan name: W.T. Humphrey, Inc. 401(k) Profit Sharing Plan · Sponsored by W.T. Humphrey, Inc. · North Carolina · Administrative & Support Services

$14M in assets, 240 participants

W.T. Humphrey, Inc.'s W.T. Humphrey, Inc. 401(k) Profit Sharing Plan reported $14M in total assets and 240 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,585 in Administrative & Support Services (4,372 peers)

Coverage in North Carolina

W.T. Humphrey, Inc. 401(k) Profit Sharing Plan covers 240 participants in North Carolina, about 29% of the average North Carolina filer (state average ~819 per filing). Assets: $14M.

#3,585
in Administrative & Support Services (4,372 peers)
+25.1%
assets growth YoY

W.T. Humphrey, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Administrative & Support Services and all filers

W.T. Humphrey, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,122,216 Top 34% higher than 66% 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

W.T. Humphrey, 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. W.T. Humphrey, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • W.T. Humphrey, Inc. 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • W.T. Humphrey, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • W.T. Humphrey, Inc. 401(k) Profit Sharing Plan reported participants rose from 198 in the plan year 2022 filing to 240 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 560998971 · W.T. Humphrey, Inc. PY 2023 · 401(k)

W.T. Humphrey, Inc. 401(k) Profit Sharing Plan · $14M · 240 · 66th

  • NET $14M
  • BOOK 240
  • VS-ST 66th
  • BOY 401(k)
  • SCH near Ist Management Services, Inc. Defined Contribution Plan
  • EBSA ind #3585

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 Administrative & Support Services retirement plans → · Plans in North Carolina →

W.T. Humphrey, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

W.T. Humphrey, Inc. 401(k) Profit Sharing PlanW.T. Humphrey, Inc. 401(k) P…$14MIst Management Services, Inc. Defined Contribution PlanIst Management Services, Inc…$14MParagon Bank 401(k) Employee Stock Ownership PlanParagon Bank 401(k) Employee…$14MConversica, Inc. 401(k) Plan$14MTrends International, LLC 401(k) PlanTrends International, LLC 40…$14M
End-of-year total assets ($M) among W.T. Humphrey, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN560998971
Plan Effective Date1983-02-28
Filing StatusFILING RECEIVED

Sponsor Plan History (W.T. Humphrey, Inc.)

Sponsor-wide plan assets over time

All W.T. Humphrey, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 1.2924335494238393% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.3M $11.4M ▲ +1.3%
Year Plans Participants Total Assets
2022 1 198 $11M
2023 1 240 $14M
2024 1 247 $11M

Nearby 401(k) Plans in North Carolina

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

W.T. Humphrey, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants W.T. Humphrey, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.014122216 · Participants: 240W.T. Humphrey, Inc. 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
W.T. Humphrey, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare W.T. Humphrey, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

W.T. Humphrey, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Ist Management Services, Inc. Defined Contribution Plan in GA ($14M); by covered participants it is Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan in IL (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 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 W.T. Humphrey, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
W.T. Humphrey, Inc. 401(k) Profit Sharing Plan grew sharply - up 25.1% during 2023, from $11M to $14M. Reported net income was $3M.
How have W.T. Humphrey, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W.T. Humphrey, Inc.'s sponsor-wide assets grew 1.3%, from $11M to $11M.
Which 401(k) plans are similar in size to W.T. Humphrey, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ist Management Services, Inc. Defined Contribution Plan in GA ($14M, 1,031 participants).
Which 401(k) plans cover a similar participant headcount to W.T. Humphrey, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan in IL (240 participants, N/A 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 560998971.

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.