401(k) · DOL Form 5500 · 2024

Cauldwell Wingate Company, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
105
Participants Small participant base
74th
Percentile by assets National rank
$232,246
Avg per participant Above avg balance/head
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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.

  • #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.

#6,565
in Construction (9,039 peers)
+10.7%
assets growth YoY

Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$24,385,821 Top 26% higher than 74% 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

Cauldwell Wingate Company, LLC 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. Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (105 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 134196323 · Cauldwell Wingate Company, LLC PY 2024 · 401(k)

Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan · $24M · 105 · 74th

  • EOY $24M
  • 5500 105
  • ASSETS 74th
  • PCT 401(k)
  • EIN near R.F.I. 401(k) Plan
  • RANK ind #6565

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 Construction retirement plans → · Plans in New York →

Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Cauldwell Wingate Company, LLC 401(k) Profit Sharing PlanCauldwell Wingate Company, L…$24MR.F.I. 401(k) Plan$24MHearthside Food Solutions Union 401(k) PlanHearthside Food Solutions Un…$24MValue Added Distributors 401(k) Profit Sharing PlanValue Added Distributors 401…$24MMccormick Equipment Company, Inc. Retirement PlanMccormick Equipment Company,…$24M
End-of-year total assets ($M) among Cauldwell Wingate Company, LLC 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)$22M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN134196323
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cauldwell Wingate Company, LLC)

Sponsor-wide plan assets over time

All Cauldwell Wingate Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 31.282447705073263% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $18.6M $24.4M ▲ +31.3%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.024385821 · Participants: 105Cauldwell Wingate Company, LLC 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
Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cauldwell Wingate Company, LLC 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 R.F.I. 401(k) Plan in IN ($24M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 10.7% during 2024, from $22M to $24M. Reported net income was $2M.
How have Cauldwell Wingate Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cauldwell Wingate Company, LLC's sponsor-wide assets grew 31.3%, from $19M to $24M.
Which 401(k) plans are similar in size to Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is R.F.I. 401(k) Plan in IN ($24M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Medwest Associates, Inc. Profit Sharing Plan in IL (105 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 134196323.

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.