401(k) · DOL Form 5500 · 2024

Wimberly Family Enterprises Inc 401(k) Plan

Data updated 2026-08-25

$951K
Total assets Small plan by assets
1
Participants Small participant base
23rd
Percentile by assets National rank
$950,546
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wimberly Family Enterprises Retirement Plan · Sponsored by Wimberly Family Enterprises Inc · Georgia · Wholesale Trade

$951K in assets, 1 participants

Wimberly Family Enterprises Inc's Wimberly Family Enterprises Retirement Plan reported $951K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #749 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Wimberly Family Enterprises Retirement Plan holds $951K for 1 participant - about $950,546 per participant, among the smaller plans by assets on file.

#749
in Wholesale Trade (6,080 peers)
+0.0%
assets growth YoY

Wimberly Family Enterprises Retirement Plan among the smaller filed plans by assets

Wimberly Family Enterprises Retirement Plan vs every filed plan by assets

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

$950,546 23rd percentile higher than 23% 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

Wimberly Family Enterprises Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wimberly Family Enterprises Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wimberly Family Enterprises Retirement Plan reported net income fell from $177 in the plan year 2023 filing to $150 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 862459069 · Wimberly Family Enterprises Inc PY 2024 · 401(k)

Wimberly Family Enterprises Retirement Plan · $951K · 1 · 23rd

  • NET $951K
  • NET 1
  • NET 23rd
  • NET 401(k)
  • NET near Rolfsmeier Retirement Plan
  • NET ind #749

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 Wholesale Trade retirement plans → · Plans in Georgia →

Wimberly Family Enterprises Retirement Plan in the asset neighbourhood

Wimberly Family Enterprises Retirement PlanWimberly Family Enterprises …$951KRolfsmeier Retirement Plan$951KHorse Thieving Investments, Inc. 401(k) Profit Sharing PlanHorse Thieving Investments, …$950KNiddrie, Addams,Fuller Singh LLP 401(k) Profit Sharing PlanNiddrie, Addams,Fuller Singh…$951KTrepidant, Inc. 401(k) Profit Sharing PlanTrepidant, Inc. 401(k) Profi…$951K
End-of-year total assets ($M) among Wimberly Family Enterprises Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$950K
Net Assets (End of Year)$951K
Net Income$150
Employer EIN862459069
Plan Effective Date2021-03-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Wimberly Family Enterprises Inc)

Sponsor-wide plan assets over time

All Wimberly Family Enterprises Inc plans reported in each filing year

Latest sponsor-wide plan assets
$951K 0.03441311950192535% vs 2022
2024 filing year
$0.95M 202220232024 $0.95M $0.95M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $950K
2023 1 1 $950K
2024 1 1 $951K

Nearby 401(k) Plans in Georgia

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

Wimberly Family Enterprises Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Wimberly Family Enterprises Retirement Plan, Total assets ($B): 0.000950546 · Participants: 1Wimberly Family Enterprises Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Wimberly Family Enterprises Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Wimberly Family Enterprises Retirement Plan side-by-side with 3 peers →

Wimberly Family Enterprises Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Rolfsmeier Retirement Plan in CO ($951K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Wimberly Family Enterprises Retirement Plan assets move in 2024? ▼
Wimberly Family Enterprises Retirement Plan held essentially flat - up 0.0% during 2024, from $950K to $951K. Reported net income was $150.
How have Wimberly Family Enterprises Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wimberly Family Enterprises Inc's sponsor-wide assets grew 0.0%, from $950K to $951K.
Where does Wimberly Family Enterprises Retirement Plan rank by assets among Form 5500 filers? ▼
Wimberly Family Enterprises Retirement Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Wimberly Family Enterprises Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rolfsmeier Retirement Plan in CO ($951K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Wimberly Family Enterprises Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 862459069.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.