401(k) · DOL Form 5500 · 2024

Wafra Inc. 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
179
Participants Small participant base
88th
Percentile by assets National rank
$405,714
Avg per participant High balance/head
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Official DOL plan name: Wafra 401(k) Profit Sharing Plan · Sponsored by Wafra Inc. · New York · Finance & Insurance

$73M in assets, 179 participants

Wafra Inc.'s Wafra 401(k) Profit Sharing Plan reported $73M in total assets and 179 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,944 in Finance & Insurance (8,549 peers)

Coverage in New York

Wafra 401(k) Profit Sharing Plan covers 179 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $73M.

#6,944
in Finance & Insurance (8,549 peers)
+13.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Wafra 401(k) Profit Sharing Plan's outsized position by total assets

Wafra 401(k) Profit Sharing Plan vs every filed plan by assets

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

$72,622,851 Top 12% higher than 88% 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

Wafra 401(k) Profit Sharing Plan 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. Wafra 401(k) Profit Sharing Plan sits mid-pack in the medium band (179 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wafra 401(k) Profit Sharing Plan end-of-year assets rose from $64M in the plan year 2023 filing to $73M in the plan year 2024 filing.
  • Wafra 401(k) Profit Sharing Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Wafra 401(k) Profit Sharing Plan reported participants rose from 177 in the plan year 2023 filing to 179 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133244612 · Wafra Inc. PY 2024 · 401(k)

Wafra 401(k) Profit Sharing Plan · $73M · 179 · 88th

  • TYPE $73M
  • TYPE 179
  • TYPE 88th
  • TYPE 401(k)
  • TYPE near Gonsalves & Santucci, Inc. 401(k) Plan
  • TYPE ind #6944

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 Finance & Insurance retirement plans → · Plans in New York →

Wafra 401(k) Profit Sharing Plan in the asset neighbourhood

National Development Associates of New England & Affiliates 401(k) Profit Sharing Plan & TrustNational Development Associa…$73MWafra 401(k) Profit Sharing PlanWafra 401(k) Profit Sharing …$73MGonsalves & Santucci, Inc. 401(k) PlanGonsalves & Santucci, Inc. 4…$73MHeidtman Steel Retirement Savings 401(k) PlanHeidtman Steel Retirement Sa…$73MGrain Craft 401(k) Plan$73M
End-of-year total assets ($M) among Wafra 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$73M
Net Income$8M
Employer EIN133244612
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wafra Inc.)

Sponsor-wide plan assets over time

All Wafra Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$73M 31.375079107775722% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55.3M $72.6M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 162 $55M
2023 1 177 $64M
2024 1 179 $73M

Nearby 401(k) Plans in New York

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

Wafra 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 ($B) Participants Wafra 401(k) Profit Sharing Plan, Total assets ($B): 0.072622851 · Participants: 179Wafra 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
Wafra 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Wafra 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wafra 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 Gonsalves & Santucci, Inc. 401(k) Plan in CA ($73M); by covered participants it is Davies Life & Health, Inc. in MA (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 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 Wafra 401(k) Profit Sharing Plan assets move in 2024? ▼
Wafra 401(k) Profit Sharing Plan grew at a solid clip - up 13.1% during 2024, from $64M to $73M. Reported net income was $8M.
How have Wafra Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wafra Inc.'s sponsor-wide assets grew 31.4%, from $55M to $73M.
Where does Wafra 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Wafra 401(k) Profit Sharing Plan ranks in the 88th 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 Wafra 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gonsalves & Santucci, Inc. 401(k) Plan in CA ($73M, 276 participants).
Which 401(k) plans cover a similar participant headcount to Wafra 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Davies Life & Health, Inc. in MA (179 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 133244612.

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.