401(k) · DOL Form 5500 · 2024
Worden-Martin Inc 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 140
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $76,473
- Avg per participant Below avg balance/head
Official DOL plan name: Worden-Martin Employee 401(k) Plan · Sponsored by Worden-Martin Inc · Illinois · Retail Trade
$11M in assets, 140 participants
Worden-Martin Inc's Worden-Martin Employee 401(k) Plan reported $11M in total assets and 140 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #5,470 in Retail Trade (8,048 peers)
Coverage in Illinois
Worden-Martin Employee 401(k) Plan covers 140 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $11M.
- #5,470
- in Retail Trade (8,048 peers)
- +5.6%
- assets growth YoY
Worden-Martin Employee 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Worden-Martin Employee 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,706,262 Top 43% higher than 57% 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
Worden-Martin Employee 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. Worden-Martin Employee 401(k) Plan sits mid-pack in the medium band (140 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Worden-Martin Employee 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $565K in the plan year 2024 filing.
- Worden-Martin Employee 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Worden-Martin Employee 401(k) Plan reported participants rose from 136 in the plan year 2023 filing to 140 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 370653739 · Worden-Martin Inc PY 2024 · 401(k)
Worden-Martin Employee 401(k) Plan · $11M · 140 · 57th
- TYPE $11M
- NET 140
- BOOK 57th
- VS-ST 401(k)
- BOY near 403(b) Thrift Plan for Employees of the Senior Alliance Area Agency on Aging 1-C
- SCH ind #5470
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 Retail Trade retirement plans → · Plans in Illinois →
Worden-Martin Employee 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $565K |
| Employer EIN | 370653739 |
| Plan Effective Date | 1976-01-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Worden-Martin Inc)
Sponsor-wide plan assets over time
All Worden-Martin Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 33.06187188341948% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 141 | $8M |
| 2023 | 1 | 136 | $10M |
| 2024 | 1 | 140 | $11M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Worden-Martin Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of the Senior Alliance Area Agency on Aging 1-C in MI ($11M); by covered participants it is Conformis, Inc. 401(k) Plan in MA (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.
- Conformis, Inc. 401(k) Plan (MA) 140 · 0 off
- Kuehl Enterprises, LLC 401(k) Retirement Plan (KS) 140 · 0 off
- 401(k) Savings Plan for Peter Marino Architects (NY) 140 · 0 off
- Zink Distributing Company 401(k) Retirement Plan (IN) 140 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.