401(k) · DOL Form 5500 · 2024

Wales-Darby, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
64
Participants Small participant base
66th
Percentile by assets National rank
$255,688
Avg per participant Above avg balance/head
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Official DOL plan name: Wales-Darby, Inc. 401(k) Profit Sharing Plan · Sponsored by Wales-Darby, Inc. · New York · Wholesale Trade

$16M in assets, 64 participants

Wales-Darby, Inc.'s Wales-Darby, Inc. 401(k) Profit Sharing Plan reported $16M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,654 in Wholesale Trade (6,080 peers)

Wales-Darby, Inc. multi-year trail

Wales-Darby, Inc.'s plans moved +18.5% in assets from 2022 to 2024; this filing shows Wales-Darby, Inc. 401(k) Profit Sharing Plan at $16M / 64 participants.

#3,654
in Wholesale Trade (6,080 peers)
-0.2%
assets change YoY

The plan reported a net loss of $34K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wales-Darby, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Wales-Darby, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,364,012 Top 34% higher than 66% 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

Wales-Darby, Inc. 401(k) Profit Sharing 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. Wales-Darby, Inc. 401(k) Profit Sharing Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wales-Darby, Inc. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to -$34K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 112335371 · Wales-Darby, Inc. PY 2024 · 401(k)

Wales-Darby, Inc. 401(k) Profit Sharing Plan · $16M · 64 · 66th

  • BOY $16M
  • BOY 64
  • BOY 66th
  • BOY 401(k)
  • BOY near Cooper Communities, Inc. Profit Sharing Plan
  • BOY ind #3654

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 New York →

Wales-Darby, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Wales-Darby, Inc. 401(k) Profit Sharing PlanWales-Darby, Inc. 401(k) Pro…$16MCooper Communities, Inc. Profit Sharing PlanCooper Communities, Inc. Pro…$16MNosler, Inc. 401(k) Salary Reduction PlanNosler, Inc. 401(k) Salary R…$16MAdvanced Cooling Technologies, Inc. 401(k) PlanAdvanced Cooling Technologie…$16MSpace Needle Retirement Plan$16M
End-of-year total assets ($M) among Wales-Darby, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wales-Darby, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wales-Darby, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 18.483850939547143% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.8M $16.4M ▲ +18.5%
Year Plans Participants Total Assets
2022 1 56 $14M
2023 1 64 $16M
2024 1 64 $16M

Wales-Darby, Inc. filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income-$34K
Employer EIN112335371
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Wales-Darby, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Wales-Darby, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.016364012 · Participants: 64Wales-Darby, Inc. 401(k) Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Wales-Darby, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Wales-Darby, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wales-Darby, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cooper Communities, Inc. Profit Sharing Plan in AR ($16M); by covered participants it is Kwik Goal Ltd. 401(k) Plan in PA (64 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Wales-Darby, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Wales-Darby, Inc. 401(k) Profit Sharing Plan held essentially flat - down 0.2% during 2024, from $16M to $16M. Reported net income was -$34K.
How have Wales-Darby, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wales-Darby, Inc.'s sponsor-wide assets grew 18.5%, from $14M to $16M.
Which 401(k) plans are similar in size to Wales-Darby, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cooper Communities, Inc. Profit Sharing Plan in AR ($16M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Wales-Darby, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kwik Goal Ltd. 401(k) Plan in PA (64 participants, $5M 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 112335371.

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.