401(k)
2024 plan-year 401(k) DOL Form 5500

Wepfer Marine, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Wepfer Marine, Inc. · Tennessee · Transportation & Warehousing

What the 2023 filing shows

Wepfer Marine, Inc. 401(k) Plan holds $6M for 271 participants — about $20,509 per participant, up 15.1% over the 2024 plan year.

$6M
total plan assets (2024 EOY)
271
covered participants
$20,509
avg assets per participant
+15.1%
assets growth YoY
Total Assets (2023)
$6M
Participants
271
State
Industry
Transportation & Warehousing

What the Filing Says About Wepfer Marine, Inc. 401(k) Plan

Wepfer Marine, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Wepfer Marine, Inc., headquartered in Tennessee. As of the 2024 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 271 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 620843746, and the plan has been effective since 1998-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2024 to $6M at year-end — a gain of 15.1%. Net assets (after liabilities) closed the year at $6M, with reported net income of $729K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$729K
Plan Type401(k)
Employer EIN620843746
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wepfer Marine, Inc.)

Year Plans Participants Total Assets
2022 1 261 $4M
2023 1 242 $5M
2024 1 271 $6M

Nearby 401(k) Plans in Tennessee

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Frequently Asked Questions

How much money is in the Wepfer Marine, Inc. 401(k) Plan?
As of the 2024 Form 5500 filing, Wepfer Marine, Inc. 401(k) Plan holds $6M in total assets with 271 participants. It is sponsored by Wepfer Marine, Inc..
What type of plan is Wepfer Marine, Inc. 401(k) Plan?
Wepfer Marine, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 1998-01-01. The plan is filed with the U.S. Department of Labor under EIN 620843746.
Who sponsors the Wepfer Marine, Inc. 401(k) Plan?
Wepfer Marine, Inc. 401(k) Plan is sponsored by Wepfer Marine, Inc., located in Tennessee. The sponsor's EIN is 620843746 and the plan operates in the Transportation & Warehousing industry.
How did Wepfer Marine, Inc. 401(k) Plan perform in 2024?
Wepfer Marine, Inc. 401(k) Plan grew by 15.1% during 2024, moving from $5M to $6M in total assets. Net income was $729K.
Where can I find official filings for Wepfer Marine, Inc. 401(k) Plan?
Official Form 5500 filings for Wepfer Marine, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 620843746 or plan name at efast.dol.gov.
How does Wepfer Marine, Inc. 401(k) Plan compare to other plans?
You can compare Wepfer Marine, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 620843746.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.