401(k) · DOL Form 5500 · 2024

W5 Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 12
Participants Small participant base: 36th
Percentile by assets National rank: $288,752
Avg per participant High balance/head

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Official DOL plan name: W5 401(k) Plan · Sponsored by W5 Inc. · North Carolina · Professional & Technical Services

$3M in assets, 12 participants

W5 Inc.'s W5 401(k) Plan reported $3M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

#6,617 in Professional & Technical Services (20,173 peers)

W5 Inc. multi-year trail

W5 Inc.'s plans moved +81.3% in assets from 2022 to 2024; this filing shows W5 401(k) Plan at $3M / 12 participants.

#6,617
in Professional & Technical Services (20,173 peers): +33.7%
assets growth YoY

W5 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

W5 401(k) Plan vs every filed plan by assets

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

$3,465,019 36th percentile higher than 36% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

W5 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W5 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

W5 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
W5 401(k) Plan reported net income rose from $679K in the plan year 2023 filing to $874K in the plan year 2024 filing.
W5 401(k) Plan reported participants fell from 14 in the plan year 2023 filing to 12 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 753040477 · W5 Inc. PY 2024 · 401(k)

W5 401(k) Plan · $3M · 12 · 36th

ASSETS $3M
ASSETS 12
ASSETS 36th
ASSETS 401(k)
ASSETS near Gugino & Mortimer, PLC Profit Sharing Plan
ASSETS ind #6617

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 North Carolina →

End-of-year total assets ($M) among W5 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

W5 Inc. multi-year asset trail

Latest sponsor-wide plan assets: $3M 81.29074114283173% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	12	$2M
2023	1	14	$3M
2024	1	12	$3M

W5 Inc. filing trail (2024)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$874K
Employer EIN	753040477
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

W5 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $62.9B · 168,963
Honeywell 401(k) Plan $16.3B · 39,468
Duke Energy Retirement Savings Plan $11.3B · 27,341
Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699

Compare W5 401(k) Plan side-by-side with 3 peers →

W5 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Gugino & Mortimer, PLC Profit Sharing Plan in AZ ($3M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Gugino & Mortimer, PLC Profit Sharing Plan (AZ) $3M · 3
Warren J. Reingold, M.D., a Medical Corporation, Profit Sharing Plan (CA) $3M · 11
Consilium 401(k) Plan (TX) $3M · 123
Corrhealth 401(k) (TX) $3M · 231

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan (TN) 12 · 0 off
Mason Hill Advisors, LLC Profit Sharing Plan (CT) 12 · 0 off
Aj Machining, LLC 401(k)/Profit Sharing Plan (MN) 12 · 0 off
Adamsville Properties, Inc. 401(k) Plan (DE) 12 · 0 off

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 W5 401(k) Plan assets move in 2024? ▼

W5 401(k) Plan surged - up 33.7% during 2024, from $3M to $3M. Reported net income was $874K.

How have W5 Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), W5 Inc.'s sponsor-wide assets grew 81.3%, from $2M to $3M.

Which 401(k) plans are similar in size to W5 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Gugino & Mortimer, PLC Profit Sharing Plan in AZ ($3M, 3 participants).

Which 401(k) plans cover a similar participant headcount to W5 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants, $9M 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 753040477.