401(k) · DOL Form 5500 · 2024
Wake Stone Corporation 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 158
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $248,882
- Avg per participant Above avg balance/head
Official DOL plan name: Wake Stone Corporation Profit Sharing and 401(k) Plan · Sponsored by Wake Stone Corporation · North Carolina · Mining & Oil Extraction
$39M in assets, 158 participants
Wake Stone Corporation's Wake Stone Corporation Profit Sharing and 401(k) Plan reported $39M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #530 in Mining & Oil Extraction (785 peers)
Coverage in North Carolina
Wake Stone Corporation Profit Sharing and 401(k) Plan covers 158 participants in North Carolina, about 19% of the average North Carolina filer (state average ~819 per filing). Assets: $39M.
- #530
- in Mining & Oil Extraction (785 peers)
- +17.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Wake Stone Corporation Profit Sharing and 401(k) Plan's outsized position by total assets
Wake Stone Corporation Profit Sharing and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$39,323,335 Top 19% higher than 81% 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
Wake Stone Corporation Profit Sharing and 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wake Stone Corporation Profit Sharing and 401(k) Plan sits mid-pack in the medium band (158 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wake Stone Corporation Profit Sharing and 401(k) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $39M in the plan year 2024 filing.
- Wake Stone Corporation Profit Sharing and 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Wake Stone Corporation Profit Sharing and 401(k) Plan reported participants rose from 147 in the plan year 2023 filing to 158 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 560946494 · Wake Stone Corporation PY 2024 · 401(k)
Wake Stone Corporation Profit Sharing and 401(k) Plan · $39M · 158 · 81st
- EIN $39M
- RANK 158
- PHOTO 81st
- IND 401(k)
- EOY near Iroquois Pipeline Operating Company Savings Plan
- 5500 ind #530
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 Mining & Oil Extraction retirement plans → · Plans in North Carolina →
Wake Stone Corporation Profit Sharing and 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $6M |
| Employer EIN | 560946494 |
| Plan Effective Date | 1983-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wake Stone Corporation)
Sponsor-wide plan assets over time
All Wake Stone Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 38.86410181844635% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 147 | $28M |
| 2023 | 1 | 147 | $33M |
| 2024 | 2 | 333 | $39M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Wake Stone Corporation Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Iroquois Pipeline Operating Company Savings Plan in CT ($39M); by covered participants it is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Iroquois Pipeline Operating Company Savings Plan (CT) $39M · 90
- Grammer 401(k) Plan (MI) $39M · 933
- Capital Area Pediatrics, Inc. Profit Sharing Plan (VA) $39M · 132
- Ecore International 401(k) Plan (PA) $39M · 614
Similar participant headcount
Nearest other-state filings by covered participants (158 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.