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
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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

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

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.

See the national 2023→2024 release diff →

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

Capital Area Pediatrics, Inc. Profit Sharing PlanCapital Area Pediatrics, Inc…$39MEcore International 401(k) PlanEcore International 401(k) P…$39MWake Stone Corporation Profit Sharing and 401(k) PlanWake Stone Corporation Profi…$39MIroquois Pipeline Operating Company Savings PlanIroquois Pipeline Operating …$39MGrammer 401(k) Plan$39M
End-of-year total assets ($M) among Wake Stone Corporation Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$39M
Net Income$6M
Employer EIN560946494
Plan Effective Date1983-03-01
Filing StatusFILING 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
$25M$30M$35M$40M$45M 202220232024 $28.3M $39.3M ▲ +38.8%
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.

Wake Stone Corporation Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Wake Stone Corporation Profit Sharing and 401(k) Plan, Total assets ($B): 0.039323335 · Participants: 158Wake Stone Corporation Profit Sharing and 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Wake Stone Corporation Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

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).

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.

Frequently Asked Questions

How did Wake Stone Corporation Profit Sharing and 401(k) Plan assets move in 2024?
Wake Stone Corporation Profit Sharing and 401(k) Plan grew sharply - up 17.8% during 2024, from $33M to $39M. Reported net income was $6M.
How have Wake Stone Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Wake Stone Corporation's sponsor-wide assets grew 38.9%, from $28M to $39M.
Where does Wake Stone Corporation Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers?
Wake Stone Corporation Profit Sharing and 401(k) Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wake Stone Corporation Profit Sharing and 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Iroquois Pipeline Operating Company Savings Plan in CT ($39M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Wake Stone Corporation Profit Sharing and 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants, $277K in assets).