401(k) · DOL Form 5500 · 2024

Wildcatter Investments Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
16
Participants Small participant base
28th
Percentile by assets National rank
$112,103
Avg per participant Below avg balance/head
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Official DOL plan name: Wildcatter Investments Inc 401(k) Plan · Sponsored by Wildcatter Investments Inc · Florida · Retail Trade

$2M in assets, 16 participants

Wildcatter Investments Inc's Wildcatter Investments Inc 401(k) Plan reported $2M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #3,299 in Retail Trade (8,048 peers)

What the 2024 filing shows

Wildcatter Investments Inc 401(k) Plan holds $2M for 16 participants - about $112,103 per participant, in the lower half of filed plans by assets.

#3,299
in Retail Trade (8,048 peers)
-0.9%
assets change YoY

The plan reported a net loss of $17K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wildcatter Investments Inc 401(k) Plan among the smaller filed plans by assets

Wildcatter Investments Inc 401(k) Plan vs every filed plan by assets

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

$1,793,641 28th percentile higher than 28% 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

Wildcatter Investments Inc 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wildcatter Investments Inc 401(k) Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wildcatter Investments Inc 401(k) Plan reported net income rose from -$86K in the plan year 2023 filing to -$17K in the plan year 2024 filing.
  • Wildcatter Investments Inc 401(k) Plan reported participants fell from 22 in the plan year 2023 filing to 16 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 474321496 · Wildcatter Investments Inc PY 2024 · 401(k)

Wildcatter Investments Inc 401(k) Plan · $2M · 16 · 28th

  • IND $2M
  • IND 16
  • IND 28th
  • IND 401(k)
  • IND near Jri Hospitality Management Inc. 401(k) Plan
  • IND ind #3299

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 Florida →

Wildcatter Investments Inc 401(k) Plan in the asset neighbourhood

Wildcatter Investments Inc 401(k) PlanWildcatter Investments Inc 4…$2MJri Hospitality Management Inc. 401(k) PlanJri Hospitality Management I…$2MWashburns Home Furnishings Inc 401(k) PlanWashburns Home Furnishings I…$2MTony's Express, Inc. & Economy Packaging, Inc. 401(k) PlanTony's Express, Inc. & Econo…$2MC & S Candies, Inc. 401(k) PlanC & S Candies, Inc. 401(k) P…$2M
End-of-year total assets ($M) among Wildcatter Investments Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$17K
Employer EIN474321496
Plan Effective Date2015-06-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Wildcatter Investments Inc)

Sponsor-wide plan assets over time

All Wildcatter Investments Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 5.406215011357218% vs 2022
2024 filing year
$1.75M$1.8M$1.85M$1.9M$1.95M 202220232024 $1.9M $1.79M ▼ -5.8%
Year Plans Participants Total Assets
2022 1 18 $2M
2023 1 22 $2M
2024 1 16 $2M

Nearby 401(k) Plans in Florida

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

Wildcatter Investments Inc 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Wildcatter Investments Inc 401(k) Plan, Total assets ($B): 0.001793641 · Participants: 16Wildcatter Investments Inc 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Wildcatter Investments Inc 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Wildcatter Investments Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Jri Hospitality Management Inc. 401(k) Plan in KS ($2M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.

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 Wildcatter Investments Inc 401(k) Plan assets move in 2024?
Wildcatter Investments Inc 401(k) Plan held essentially flat - down 0.9% during 2024, from $2M to $2M. Reported net income was -$17K.
How have Wildcatter Investments Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Wildcatter Investments Inc's sponsor-wide assets declined 5.4%, from $2M to $2M.
Which 401(k) plans are similar in size to Wildcatter Investments Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Jri Hospitality Management Inc. 401(k) Plan in KS ($2M, 935 participants).
Which 401(k) plans cover a similar participant headcount to Wildcatter Investments Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants, $4M in assets).