401(k) · DOL Form 5500 · 2024
Wetherill Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 339
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $80,463
- Avg per participant Below avg balance/head
Official DOL plan name: Wetherill Associates, Inc. Retirement and 401(k) Savings Plan · Sponsored by Wetherill Associates, Inc. · Florida · Wholesale Trade
$27M in assets, 339 participants
Wetherill Associates, Inc.'s Wetherill Associates, Inc. Retirement and 401(k) Savings Plan reported $27M in total assets and 339 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #4,477 in Wholesale Trade (6,080 peers)
Where Wetherill Associates, Inc. Retirement and 401(k) Savings Plan sits by assets
Wetherill Associates, Inc. Retirement and 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $27M for 339 participants (~$80,463/participant), up 17.2% in 2024.
- #4,477
- in Wholesale Trade (6,080 peers)
- +17.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Wetherill Associates, Inc. Retirement and 401(k) Savings Plan's outsized position by total assets
Wetherill Associates, Inc. Retirement and 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,276,803 Top 24% higher than 76% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Wetherill Associates, Inc. Retirement and 401(k) Savings 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. Wetherill Associates, Inc. Retirement and 401(k) Savings Plan sits mid-pack in the medium band (339 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wetherill Associates, Inc. Retirement and 401(k) Savings Plan end-of-year assets rose from $23M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Wetherill Associates, Inc. Retirement and 401(k) Savings Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Wetherill Associates, Inc. Retirement and 401(k) Savings Plan reported participants rose from 311 in the plan year 2023 filing to 339 in the plan year 2024 filing.
DOL schedule card
Filing strip 232069598 · Wetherill Associates, Inc. PY 2024 · 401(k)
Wetherill Associates, Inc. Retirement and 401(k) Savings Plan · $27M · 339 · 76th
- EOY $27M
- EOY 339
- EOY 76th
- EOY 401(k)
- EOY near American Labelmark Company Employees' Savings & Retirement Plan
- EOY ind #4477
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 Wholesale Trade retirement plans → · Plans in Florida →
Wetherill Associates, Inc. Retirement and 401(k) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $4M |
| Employer EIN | 232069598 |
| Plan Effective Date | 1981-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wetherill Associates, Inc.)
Sponsor-wide plan assets over time
All Wetherill Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 38.55675816395858% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 346 | $20M |
| 2023 | 1 | 311 | $23M |
| 2024 | 1 | 339 | $27M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Wetherill Associates, Inc. Retirement and 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is American Labelmark Company Employees' Savings & Retirement Plan in IL ($27M); by covered participants it is Smart Sand, Inc. Retirement Plan in IL (339 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (339 participants); asset peers above are excluded.
- Smart Sand, Inc. Retirement Plan (IL) 339 · 0 off
- Iwx 401(k) Plan (MO) 339 · 0 off
- Hilo Medical Investors, Ltd. 401(k) Plan (HI) 339 · 0 off
- The Riseit 401(k) Plan (TX) 339 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.