401(k) · DOL Form 5500 · 2024
Cauldwell Wingate Company, LLC 401(k) Plan
Data updated 2026-08-11
- $24M
- Total assets
- 105
- Participants
- 74th
- Percentile by assets
- $232,246
- Avg per participant
Official DOL plan name: Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan · Sponsored by Cauldwell Wingate Company, LLC · New York · Construction
$24M in assets, 105 participants
Cauldwell Wingate Company, LLC's Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan reported $24M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- 74th percentile by assets (of 123,622 plans)
- #6,565 in Construction (9,039 peers)
Coverage in New York
Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan covers 105 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $24M.
- $24M
- total plan assets (2024 EOY)
- 105
- covered participants
- 74th
- percentile by assets (of 123,622 plans)
- $232,246
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan reported participants fell from 115 in the plan year 2023 filing to 105 in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan reports 105 participants - about 13% of that state average ($24M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $2M |
| Employer EIN | 134196323 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cauldwell Wingate Company, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 110 | $19M |
| 2023 | 1 | 115 | $22M |
| 2024 | 1 | 105 | $24M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan by total assets, not by location.
- R.F.I. 401(k) Plan (IN) $24M · 192
- Hearthside Food Solutions Union 401(k) Plan (IL) $24M · 1,033
- Value Added Distributors 401(k) Profit Sharing Plan (VA) $24M · 228
- Mccormick Equipment Company, Inc. Retirement Plan (OH) $24M · 210
Frequently Asked Questions
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Filing takeaways
Ways to act on Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan's numbers.
- By total assets, Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Cauldwell Wingate Company, LLC's sponsor-wide assets have grown 31.3% since 2022 across 3 plan years on file. More Construction plans