401(k) · DOL Form 5500 · 2023

Stacy and Witbeck, Inc. 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
414
Participants Below avg headcount
92nd
Percentile by assets National rank
$257,846
Avg per participant Above avg balance/head
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Official DOL plan name: Stacy and Witbeck, Inc. Retirement Savings Plan · Sponsored by Stacy and Witbeck, Inc. · California · Construction

$107M in assets, 414 participants

Stacy and Witbeck, Inc.'s Stacy and Witbeck, Inc. Retirement Savings Plan reported $107M in total assets and 414 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,133 in Construction (9,030 peers)

Where Stacy and Witbeck, Inc. Retirement Savings Plan sits by assets

Stacy and Witbeck, Inc. Retirement Savings Plan sits in the top 10% of all filed plans by assets, $107M for 414 participants (~$257,846/participant), up 32.3% in 2023.

#8,133
in Construction (9,030 peers)
+32.3%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Stacy and Witbeck, Inc. Retirement Savings Plan's outsized position by total assets

Stacy and Witbeck, Inc. Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$106,748,155 Top 8% higher than 92% of 127,068 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 2023

Stacy and Witbeck, Inc. Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stacy and Witbeck, Inc. Retirement Savings Plan sits mid-pack in the medium band (414 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stacy and Witbeck, Inc. Retirement Savings Plan reported net income rose from $9M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Stacy and Witbeck, Inc. Retirement Savings Plan end-of-year assets rose from $81M in the plan year 2022 filing to $107M in the plan year 2023 filing.
  • Stacy and Witbeck, Inc. Retirement Savings Plan reported participants rose from 399 in the plan year 2022 filing to 414 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942787950 · Stacy and Witbeck, Inc. PY 2023 · 401(k)

Stacy and Witbeck, Inc. Retirement Savings Plan · $107M · 414 · 92nd

  • PART $107M
  • PART 414
  • PART 92nd
  • PART 401(k)
  • PART near Beall's Employees' Savings Trust
  • PART ind #8133

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 Construction retirement plans → · Plans in California →

Stacy and Witbeck, Inc. Retirement Savings Plan in the asset neighbourhood

John B Sanfilippo & Son, Inc. 401(k) PlanJohn B Sanfilippo & Son, Inc…$107MStacy and Witbeck, Inc. Retirement Savings PlanStacy and Witbeck, Inc. Reti…$107MBeall's Employees' Savings TrustBeall's Employees' Savings T…$107MAllied Solutions, LLC 401(k) PlanAllied Solutions, LLC 401(k)…$107MWasatch Advisors, LP Deferred Profit Sharing Plan and TrustWasatch Advisors, LP Deferre…$107M
End-of-year total assets ($M) among Stacy and Witbeck, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$107M
Net Income$26M
Employer EIN942787950
Plan Effective Date2003-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stacy and Witbeck, Inc.)

Sponsor-wide plan assets over time

All Stacy and Witbeck, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$478M 0.8118168716032332% vs 2022
2023 filing year
$478M$480M$482M$484M 20222023 $482M $478M ▼ -0.8%
Year Plans Participants Total Assets
2022 2 798 $482M
2023 2 765 $478M

Nearby 401(k) Plans in California

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

Stacy and Witbeck, Inc. Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Stacy and Witbeck, Inc. Retirement Savings Plan, Total assets ($B): 0.106748155 · Participants: 414Stacy and Witbeck, Inc. Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Stacy and Witbeck, Inc. Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Stacy and Witbeck, Inc. Retirement Savings Plan side-by-side with 3 peers →

Stacy and Witbeck, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Beall's Employees' Savings Trust in FL ($107M); by covered participants it is Bayer Built Woodworks, Inc. Retirement Plan in MN (414 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($107M here).

Similar participant headcount

Nearest other-state filings by covered participants (414 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stacy and Witbeck, Inc. Retirement Savings Plan assets move in 2023? ▼
Stacy and Witbeck, Inc. Retirement Savings Plan surged - up 32.3% during 2023, from $81M to $107M. Reported net income was $26M.
How have Stacy and Witbeck, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Stacy and Witbeck, Inc.'s sponsor-wide assets declined 0.8%, from $482M to $478M.
Where does Stacy and Witbeck, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Stacy and Witbeck, Inc. Retirement Savings Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Stacy and Witbeck, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beall's Employees' Savings Trust in FL ($107M, 9,967 participants).
Which 401(k) plans cover a similar participant headcount to Stacy and Witbeck, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bayer Built Woodworks, Inc. Retirement Plan in MN (414 participants, $39M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942787950.

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.