401(k) · DOL Form 5500 · 2024
George E. Warren LLC 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 52
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $722,358
- Avg per participant High balance/head
Official DOL plan name: George E. Warren Employees Profit Sharing Plan · Sponsored by George E. Warren LLC · Florida · Wholesale Trade
$38M in assets, 52 participants
George E. Warren LLC's George E. Warren Employees Profit Sharing Plan reported $38M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #4,886 in Wholesale Trade (6,080 peers)
Where George E. Warren Employees Profit Sharing Plan sits by assets
George E. Warren Employees Profit Sharing Plan sits in the top quartile of all filed plans by assets, $38M for 52 participants (~$722,358/participant), up 17.8% in 2024.
- #4,886
- in Wholesale Trade (6,080 peers)
- +17.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
George E. Warren Employees Profit Sharing Plan's outsized position by total assets
George E. Warren Employees Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,562,606 Top 19% higher than 81% 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
George E. Warren Employees 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. George E. Warren Employees Profit Sharing Plan is a small filing (52 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- George E. Warren Employees Profit Sharing Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- George E. Warren Employees Profit Sharing Plan end-of-year assets rose from $32M in the plan year 2023 filing to $38M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 041947720 · George E. Warren LLC PY 2024 · 401(k)
George E. Warren Employees Profit Sharing Plan · $38M · 52 · 81st
- EBSA $38M
- PART 52
- TYPE 81st
- NET 401(k)
- BOOK near Maven Clinic Retirement Savings Plan
- VS-ST ind #4886
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 Florida →
George E. Warren Employees Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $6M |
| Employer EIN | 041947720 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (George E. Warren LLC)
Sponsor-wide plan assets over time
All George E. Warren LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 37.35602295456296% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 51 | $27M |
| 2023 | 1 | 52 | $32M |
| 2024 | 1 | 52 | $38M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
George E. Warren Employees Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Maven Clinic Retirement Savings Plan in NY ($38M); by covered participants it is Aceco Machine Works, Inc. 401(k) Plan in ID (52 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- Maven Clinic Retirement Savings Plan (NY) $38M · 594
- The Eye Physicians 401(k) Profit Sharing Plan (OH) $38M · 254
- Acuative Corporation 401(k) Plan (NJ) $38M · 389
- Pasco Scientific Employee 401(k) Savings Plan (CA) $38M · 108
Similar participant headcount
Nearest other-state filings by covered participants (52 participants); asset peers above are excluded.
- Aceco Machine Works, Inc. 401(k) Plan (ID) 52 · 0 off
- Epic Shine 401(k) Plan (ID) 52 · 0 off
- Blakeman Transportation 401(k) Profit Sharing Plan (TX) 52 · 0 off
- Udall Shumway PLC 401(k) Profit Sharing Plan (AZ) 52 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.