401(k) · DOL Form 5500 · 2023
R.E. Warner & Associates 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 95
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $107,012
- Avg per participant Below avg balance/head
Official DOL plan name: R.E. Warner & Associates Employees' Retirement Trust and Plan · Sponsored by R.E. Warner & Associates · Ohio · Professional & Technical Services
$10M in assets, 95 participants
R.E. Warner & Associates's R.E. Warner & Associates Employees' Retirement Trust and Plan reported $10M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #11,707 in Professional & Technical Services (20,321 peers)
R.E. Warner & Associates multi-year trail
R.E. Warner & Associates's plans moved +33.4% in assets from 2023 to 2024; this filing shows R.E. Warner & Associates Employees' Retirement Trust and Plan at $10M / 95 participants.
- #11,707
- in Professional & Technical Services (20,321 peers)
- +27.2%
- assets growth YoY
R.E. Warner & Associates Employees' Retirement Trust and Plan's mid-pack asset rank among Professional & Technical Services and all filers
R.E. Warner & Associates Employees' Retirement Trust and Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,166,144 Top 41% higher than 59% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
R.E. Warner & Associates Employees' Retirement Trust and Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R.E. Warner & Associates Employees' Retirement Trust and Plan is a small filing (95 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 341860815 · R.E. Warner & Associates PY 2023 · 401(k)
R.E. Warner & Associates Employees' Retirement Trust and Plan · $10M · 95 · 59th
- VS-ST $10M
- BOY 95
- SCH 59th
- EBSA 401(k)
- PART near Possiblenow, Inc. 401(k) Plan
- TYPE ind #11707
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 Professional & Technical Services retirement plans → · Plans in Ohio →
R.E. Warner & Associates Employees' Retirement Trust and Plan in the asset neighbourhood
R.E. Warner & Associates multi-year asset trail
Sponsor-wide plan assets over time
All R.E. Warner & Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 33.36565958538459% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 95 | $10M |
| 2024 | 1 | 148 | $14M |
R.E. Warner & Associates filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 341860815 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
R.E. Warner & Associates Employees' Retirement Trust and Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Possiblenow, Inc. 401(k) Plan in GA ($10M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Possiblenow, Inc. 401(k) Plan (GA) $10M · 134
- Nu-Way Logistics, Inc. 401(k) Plan (IL) $10M · 430
- Stracon Services Group 401(k) Plan (TX) $10M · 188
- Cornerstone Defense 401(k) Profit Sharing Plan (VA) $10M · 140
Similar participant headcount
Nearest other-state filings by covered participants (95 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.