401(k) · DOL Form 5500 · 2024
W. S. Farish & Company 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $409,882
- Avg per participant High balance/head
Official DOL plan name: W. S. Farish & Company 401(k) Plan · Sponsored by W. S. Farish & Company · Texas · Finance & Insurance
$5M in assets, 11 participants
W. S. Farish & Company's W. S. Farish & Company 401(k) Plan reported $5M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #2,297 in Finance & Insurance (8,549 peers)
2024 asset change
W. S. Farish & Company 401(k) Plan pulled back noticeably 12.9% in 2024 ($5M → $5M) for 11 participants.
- #2,297
- in Finance & Insurance (8,549 peers)
- -12.9%
- assets change YoY
The plan reported a net loss of $667K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
W. S. Farish & Company 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
W. S. Farish & Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,508,697 40th percentile higher than 40% 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
W. S. Farish & Company 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. W. S. Farish & Company 401(k) Plan is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- W. S. Farish & Company 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$667K in the plan year 2024 filing.
- W. S. Farish & Company 401(k) Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
DOL schedule card
Filing strip 740618180 · W. S. Farish & Company PY 2024 · 401(k)
W. S. Farish & Company 401(k) Plan · $5M · 11 · 40th
- PCT $5M
- EIN 11
- RANK 40th
- PHOTO 401(k)
- IND near Techex 401(k) Plan
- EOY ind #2297
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 Finance & Insurance retirement plans → · Plans in Texas →
W. S. Farish & Company 401(k) Plan in the asset neighbourhood
W. S. Farish & Company years around the 2024 move
Sponsor-wide plan assets over time
All W. S. Farish & Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 8.232539158614895% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $4M |
| 2023 | 1 | 11 | $5M |
| 2024 | 1 | 11 | $5M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$667K |
| Employer EIN | 740618180 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
W. S. Farish & Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Techex 401(k) Plan in MA ($5M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Techex 401(k) Plan (MA) $5M · 5
- Dhd, LP 401(k) Plan (CA) $5M · 46
- Derek J. Kolander, Dds 401(k) Plan (CA) $5M · 6
- Accentuate Staffing, Inc. 401(k) Plan (NC) $5M · 23
Similar participant headcount
Nearest other-state filings by covered participants (11 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.