401(k) · DOL Form 5500 · 2024

Ws97 Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
282
Participants Below avg headcount
60th
Percentile by assets National rank
$42,347
Avg per participant Low balance/head
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Official DOL plan name: Ws97 Capital 401(k) Plan · Sponsored by Ws97 Capital, Inc. · Texas · Manufacturing

$12M in assets, 282 participants

Ws97 Capital, Inc.'s Ws97 Capital 401(k) Plan reported $12M in total assets and 282 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #8,229 in Manufacturing (17,777 peers)

Coverage in Texas

Ws97 Capital 401(k) Plan covers 282 participants in Texas, about 41% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#8,229
in Manufacturing (17,777 peers)
+6.4%
assets growth YoY

Ws97 Capital 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Ws97 Capital 401(k) Plan vs every filed plan by assets

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

$11,941,837 Top 40% higher than 60% 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

Ws97 Capital 401(k) 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. Ws97 Capital 401(k) Plan sits mid-pack in the medium band (282 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ws97 Capital 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $721K in the plan year 2024 filing.
  • Ws97 Capital 401(k) Plan reported participants fell from 319 in the plan year 2023 filing to 282 in the plan year 2024 filing.
  • Ws97 Capital 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 760540791 · Ws97 Capital, Inc. PY 2024 · 401(k)

Ws97 Capital 401(k) Plan · $12M · 282 · 60th

  • PART $12M
  • PART 282
  • PART 60th
  • PART 401(k)
  • PART near Singleton Schreiber, LLP 401(k) Plan
  • PART ind #8229

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 Manufacturing retirement plans → · Plans in Texas →

Ws97 Capital 401(k) Plan in the asset neighbourhood

Ws97 Capital 401(k) Plan$12MSingleton Schreiber, LLP 401(k) PlanSingleton Schreiber, LLP 401…$12MDean Transportation, Inc. 401(k) PlanDean Transportation, Inc. 40…$12MBeckway LLC 401(k)$12M401(k) Profit-Sharing Plan for Employees of Odd Fellow-Rebekah Children's Home401(k) Profit-Sharing Plan f…$12M
End-of-year total assets ($M) among Ws97 Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$721K
Employer EIN760540791
Plan Effective Date1998-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ws97 Capital, Inc.)

Sponsor-wide plan assets over time

All Ws97 Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 27.308722749436875% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.38M $11.9M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 318 $9M
2023 1 319 $11M
2024 1 282 $12M

Nearby 401(k) Plans in Texas

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

Ws97 Capital 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ws97 Capital 401(k) Plan, Total assets ($B): 0.011941837 · Participants: 282Ws97 Capital 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Ws97 Capital 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ws97 Capital 401(k) Plan side-by-side with 3 peers →

Ws97 Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Singleton Schreiber, LLP 401(k) Plan in CA ($12M); by covered participants it is Alliance Shippers, Inc. 401(k) Savings Plan in NJ (282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (282 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 Ws97 Capital 401(k) Plan assets move in 2024? ▼
Ws97 Capital 401(k) Plan grew at a solid clip - up 6.4% during 2024, from $11M to $12M. Reported net income was $721K.
How have Ws97 Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ws97 Capital, Inc.'s sponsor-wide assets grew 27.3%, from $9M to $12M.
Which 401(k) plans are similar in size to Ws97 Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Singleton Schreiber, LLP 401(k) Plan in CA ($12M, 243 participants).
Which 401(k) plans cover a similar participant headcount to Ws97 Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alliance Shippers, Inc. 401(k) Savings Plan in NJ (282 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 760540791.

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.