401(k) · DOL Form 5500 · 2024

G & W Equipment, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
330
Participants Below avg headcount
75th
Percentile by assets National rank
$78,570
Avg per participant Below avg balance/head
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Official DOL plan name: G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by G & W Equipment, Inc. · North Carolina · Other Services

$26M in assets, 330 participants

G & W Equipment, Inc.'s G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust reported $26M in total assets and 330 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,710 in Other Services (7,719 peers)

Coverage in North Carolina

G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust covers 330 participants in North Carolina, about 40% of the average North Carolina filer (state average ~819 per filing). Assets: $26M.

#6,710
in Other Services (7,719 peers)
+18.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$25,928,123 Top 25% higher than 75% 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

G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (330 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $22M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 304 in the plan year 2023 filing to 330 in the plan year 2024 filing.
  • G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 561630404 · G & W Equipment, Inc. PY 2024 · 401(k)

G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust · $26M · 330 · 75th

  • BOOK $26M
  • VS-ST 330
  • BOY 75th
  • SCH 401(k)
  • EBSA near Matrix New World Engineering, Land Surveying and Landscape Architecture, P.C. 401(k) Plan
  • PART ind #6710

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 Other Services retirement plans → · Plans in North Carolina →

G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

G & W Equipment, Inc. 401(k) Profit Sharing Plan and TrustG & W Equipment, Inc. 401(k)…$26MMatrix New World Engineering, Land Surveying and Landscape Architecture, P.C. 401(k) PlanMatrix New World Engineering…$26MThe Contractors Retirement PlanThe Contractors Retirement P…$26MMiller Environmental Group, Inc. 401(k) PlanMiller Environmental Group, …$26MKern Oil & Refining Co. Profit Sharing PlanKern Oil & Refining Co. Prof…$26M
End-of-year total assets ($M) among G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN561630404
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (G & W Equipment, Inc.)

Sponsor-wide plan assets over time

All G & W Equipment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 41.59329049330185% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.3M $25.9M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 266 $18M
2023 1 304 $22M
2024 1 330 $26M

Nearby 401(k) Plans in North Carolina

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

G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.025928123 · Participants: 330G & W Equipment, Inc. 401(k) Profit Sharing Plan and TrustThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Matrix New World Engineering, Land Surveying and Landscape Architecture, P.C. 401(k) Plan in NJ ($26M); by covered participants it is Dean Vistnes Md Inc 401(k) Plan in CA (330 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (330 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 G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 18.1% during 2024, from $22M to $26M. Reported net income was $4M.
How have G & W Equipment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G & W Equipment, Inc.'s sponsor-wide assets grew 41.6%, from $18M to $26M.
Where does G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Matrix New World Engineering, Land Surveying and Landscape Architecture, P.C. 401(k) Plan in NJ ($26M, 160 participants).
Which 401(k) plans cover a similar participant headcount to G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dean Vistnes Md Inc 401(k) Plan in CA (330 participants, N/A 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 561630404.

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.