401(k) · DOL Form 5500 · 2024

Weaver Street Market 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
225
Participants Below avg headcount
55th
Percentile by assets National rank
$43,676
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Weaver Street Market Retirement Trust · Sponsored by Weaver Street Market · North Carolina · Retail Trade

$10M in assets, 225 participants

Weaver Street Market's Weaver Street Market Retirement Trust reported $10M in total assets and 225 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,314 in Retail Trade (8,048 peers)

Coverage in North Carolina

Weaver Street Market Retirement Trust covers 225 participants in North Carolina, about 27% of the average North Carolina filer (state average ~819 per filing). Assets: $10M.

#5,314
in Retail Trade (8,048 peers)
+13.4%
assets growth YoY

Weaver Street Market Retirement Trust's mid-pack asset rank among Retail Trade and all filers

Weaver Street Market Retirement Trust vs every filed plan by assets

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

$9,827,173 Top 45% higher than 55% 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

Weaver Street Market Retirement Trust 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. Weaver Street Market Retirement Trust sits mid-pack in the medium band (225 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Weaver Street Market Retirement Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Weaver Street Market Retirement Trust end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Weaver Street Market Retirement Trust reported participants rose from 216 in the plan year 2023 filing to 225 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 561590492 · Weaver Street Market PY 2024 · 401(k)

Weaver Street Market Retirement Trust · $10M · 225 · 55th

  • SCH $10M
  • EBSA 225
  • PART 55th
  • TYPE 401(k)
  • NET near Santa Cruz Community Health Centers 401(k) Profit Sharing Plan
  • BOOK ind #5314

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 North Carolina →

Weaver Street Market Retirement Trust in the asset neighbourhood

Weaver Street Market Retirement TrustWeaver Street Market Retirem…$10MSanta Cruz Community Health Centers 401(k) Profit Sharing PlanSanta Cruz Community Health …$10MTgg Limited Partnership 401(k) Retirement Plan and TrustTgg Limited Partnership 401(…$10MWelsco, Inc. 401(k) Plan$10MPorterville Sheltered Workshop 401(k) Salary Savings PlanPorterville Sheltered Worksh…$10M
End-of-year total assets ($M) among Weaver Street Market Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN561590492
Plan Effective Date2002-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Weaver Street Market)

Sponsor-wide plan assets over time

All Weaver Street Market plans reported in each filing year

Latest sponsor-wide plan assets
$10M 41.91146336201357% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.92M $9.83M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 236 $7M
2023 1 216 $9M
2024 1 225 $10M

Nearby 401(k) Plans in North Carolina

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

Weaver Street Market Retirement Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Weaver Street Market Retirement Trust, Total assets ($B): 0.009827173 · Participants: 225Weaver Street Market Retirement TrustThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Weaver Street Market Retirement Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants

Weaver Street Market Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Santa Cruz Community Health Centers 401(k) Profit Sharing Plan in CA ($10M); by covered participants it is West-Mark Retirement Plan in CA (225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Weaver Street Market Retirement Trust assets move in 2024?
Weaver Street Market Retirement Trust grew at a solid clip - up 13.4% during 2024, from $9M to $10M. Reported net income was $1M.
How have Weaver Street Market plan assets changed over time?
Across 3 plan years on file (2022-2024), Weaver Street Market's sponsor-wide assets grew 41.9%, from $7M to $10M.
Which 401(k) plans are similar in size to Weaver Street Market Retirement Trust?
Among 401(k) plans in other states, the closest by assets is Santa Cruz Community Health Centers 401(k) Profit Sharing Plan in CA ($10M, 213 participants).
Which 401(k) plans cover a similar participant headcount to Weaver Street Market Retirement Trust?
Among 401(k) plans in other states, the closest by covered participants is West-Mark Retirement Plan in CA (225 participants, $11M in assets).