401(k) · DOL Form 5500 · 2024

Wealthwood Estates Inc. 401(k) Plan

Data updated 2026-08-25

$446K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$223,186
Avg per participant Above avg balance/head
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Official DOL plan name: Wealthwood Estates Inc. 401(k) Plan · Sponsored by Wealthwood Estates Inc. · Nebraska · Real Estate

$446K in assets, 2 participants

Wealthwood Estates Inc.'s Wealthwood Estates Inc. 401(k) Plan reported $446K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,307 in Real Estate (4,605 peers)

Wealthwood Estates Inc. multi-year trail

Wealthwood Estates Inc.'s plans moved +114.2% in assets from 2022 to 2024; this filing shows Wealthwood Estates Inc. 401(k) Plan at $446K / 2 participants.

#1,307
in Real Estate (4,605 peers)
+12.0%
assets growth YoY

Wealthwood Estates Inc. 401(k) Plan among the smaller filed plans by assets

Wealthwood Estates Inc. 401(k) Plan vs every filed plan by assets

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

$446,371 17th percentile higher than 17% 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

Wealthwood Estates Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wealthwood Estates Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wealthwood Estates Inc. 401(k) Plan reported net income fell from $190K in the plan year 2023 filing to $48K in the plan year 2024 filing.
  • Wealthwood Estates Inc. 401(k) Plan end-of-year assets rose from $399K in the plan year 2023 filing to $446K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 462295638 · Wealthwood Estates Inc. PY 2024 · 401(k)

Wealthwood Estates Inc. 401(k) Plan · $446K · 2 · 17th

  • EBSA $446K
  • EBSA 2
  • EBSA 17th
  • EBSA 401(k)
  • EBSA near A7 Asset Management Corporation 401(k) Plan
  • EBSA ind #1307

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 Real Estate retirement plans → · Plans in Nebraska →

Wealthwood Estates Inc. 401(k) Plan in the asset neighbourhood

Wealthwood Estates Inc. 401(k) PlanWealthwood Estates Inc. 401(…$446KA7 Asset Management Corporation 401(k) PlanA7 Asset Management Corporat…$446KJansen Enterprises Inc. Retirement PlanJansen Enterprises Inc. Reti…$446KInezace Corp 401(k) Plan$446KConceptually Chic Design Solutions, Inc. Retirement PlanConceptually Chic Design Sol…$446K
End-of-year total assets ($M) among Wealthwood Estates Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wealthwood Estates Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wealthwood Estates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$446K 114.21832107960763% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.21M $0.45M ▲ +114.3%
Year Plans Participants Total Assets
2022 1 2 $208K
2023 1 2 $399K
2024 1 2 $446K

Wealthwood Estates Inc. filing trail (2024)

Total Assets (Beginning of Year)$399K
Net Assets (End of Year)$446K
Net Income$48K
Employer EIN462295638
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nebraska

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

Wealthwood Estates Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Wealthwood Estates Inc. 401(k) Plan, Total assets ($B): 0.000446371 · Participants: 2Wealthwood Estates Inc. 401(k) PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 7.698378085 · Participants: 11460Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.800326806 · Participants: 17030Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.389799139 · Participants: 28813Union Pacific Agreement Employee 401(k) Retirement Thrift PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.304431309 · Participants: 5350Union Pacific Corporation Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 1.045428819 · Participants: 4950First National of Nebraska, Inc. First Savings Plan
Wealthwood Estates Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Wealthwood Estates Inc. 401(k) Plan side-by-side with 3 peers →

Wealthwood Estates Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is A7 Asset Management Corporation 401(k) Plan in TX ($446K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($446K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Wealthwood Estates Inc. 401(k) Plan assets move in 2024? ▼
Wealthwood Estates Inc. 401(k) Plan grew at a solid clip - up 12.0% during 2024, from $399K to $446K. Reported net income was $48K.
How have Wealthwood Estates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wealthwood Estates Inc.'s sponsor-wide assets grew 114.2%, from $208K to $446K.
Where does Wealthwood Estates Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Wealthwood Estates Inc. 401(k) Plan ranks in the 17th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Wealthwood Estates Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is A7 Asset Management Corporation 401(k) Plan in TX ($446K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Wealthwood Estates Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 462295638.

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.