401(k) · DOL Form 5500 · 2023

Wom South Investors, Inc 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
76
Participants Small participant base
52nd
Percentile by assets National rank
$98,672
Avg per participant Below avg balance/head
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Official DOL plan name: Wom South Investors 401 (K) Plan · Sponsored by Wom South Investors, Inc · North Carolina · Retail Trade

$7M in assets, 76 participants

Wom South Investors, Inc's Wom South Investors 401 (K) Plan reported $7M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,268 in Retail Trade (8,414 peers)

2023 asset change

Wom South Investors 401 (K) Plan grew sharply 25.2% in 2023 ($6M → $7M) for 76 participants.

#5,268
in Retail Trade (8,414 peers)
+25.2%
assets growth YoY

Wom South Investors 401 (K) Plan's mid-pack asset rank among Retail Trade and all filers

Wom South Investors 401 (K) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,499,100 Top 48% higher than 52% of 127,068 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 2023

Wom South Investors 401 (K) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wom South Investors 401 (K) Plan is a small filing (76 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 460490751 · Wom South Investors, Inc PY 2023 · 401(k)

Wom South Investors 401 (K) Plan · $7M · 76 · 52nd

  • NET $7M
  • NET 76
  • NET 52nd
  • NET 401(k)
  • NET near Aaa Business Supplies & Interiors 401(k) & Profit Sharing Plan
  • NET ind #5268

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 Retail Trade retirement plans → · Plans in North Carolina →

Wom South Investors 401 (K) Plan in the asset neighbourhood

Wom South Investors 401 (K) PlanWom South Investors 401 (K) …$7MAaa Business Supplies & Interiors 401(k) & Profit Sharing PlanAaa Business Supplies & Inte…$7MDurex Industries 401(k) Plan$7MM9 Solutions Retirement Plan$7MPnw Metal Recycling, Inc Profit Sharing PlanPnw Metal Recycling, Inc Pro…$7M
End-of-year total assets ($M) among Wom South Investors 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wom South Investors, Inc years around the 2023 move

Sponsor-wide plan assets over time

All Wom South Investors, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$8M 7.775519729034151% vs 2023
2024 filing year
$7.4M$7.6M$7.8M$8M$8.2M 20232024 $7.5M $8.08M ▲ +7.7%
Year Plans Participants Total Assets
2023 1 76 $7M
2024 1 79 $8M

2023 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN460490751
Plan Effective Date2002-11-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Wom South Investors 401 (K) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Wom South Investors 401 (K) Plan, Total assets ($B): 0.0074991 · Participants: 76Wom South Investors 401 (K) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Wom South Investors 401 (K) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Wom South Investors 401 (K) Plan side-by-side with 3 peers →

Wom South Investors 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Aaa Business Supplies & Interiors 401(k) & Profit Sharing Plan in CA ($7M); by covered participants it is Jack Williams Tire Company Inc 401(k) Ps Plan & Trust in PA (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wom South Investors 401 (K) Plan assets move in 2023? ▼
Wom South Investors 401 (K) Plan grew sharply - up 25.2% during 2023, from $6M to $7M. Reported net income was $2M.
How have Wom South Investors, Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Wom South Investors, Inc's sponsor-wide assets grew 7.8%, from $7M to $8M.
Which 401(k) plans are similar in size to Wom South Investors 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aaa Business Supplies & Interiors 401(k) & Profit Sharing Plan in CA ($7M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Wom South Investors 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jack Williams Tire Company Inc 401(k) Ps Plan & Trust in PA (76 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 460490751.

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.