401(k)
2024 plan-year 401(k) DOL Form 5500

WEACHIEVE INC. 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

WEACHIEVE INC.

This 401(k) plan holds $6M in total assets and serves 54 participants as of 2024. It is sponsored by WEACHIEVE INC. in Maryland. The plan reported positive net income of $241K for the year.

Total Assets (2023)
$6M
Participants
54
State
Industry
Healthcare & Social Assistance

What the Filing Says About WEACHIEVE INC. 401(K) PLAN

WEACHIEVE INC. 401(K) PLAN is a 401(k) retirement plan sponsored by WEACHIEVE INC., headquartered in Maryland. As of the 2024 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 54 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 520623695, and the plan has been effective since 1978-01-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2024 to $6M at year-end — a gain of 4.5%. Net assets (after liabilities) closed the year at $6M, with reported net income of $241K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$241K
Plan Type401(k)
Employer EIN520623695
Plan Effective Date1978-01-31
Filing StatusFILING RECEIVED

Sponsor Plan History (WEACHIEVE INC.)

Year Plans Participants Total Assets
2022 1 75 $5M
2023 1 227 $5M
2024 1 54 $6M

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Frequently Asked Questions

How much money is in the WEACHIEVE INC. 401(K) PLAN?
As of the 2024 Form 5500 filing, WEACHIEVE INC. 401(K) PLAN holds $6M in total assets with 54 participants. It is sponsored by WEACHIEVE INC..
What type of plan is WEACHIEVE INC. 401(K) PLAN?
WEACHIEVE INC. 401(K) PLAN is a 401(k) plan. It has been effective since 1978-01-31. The plan is filed with the U.S. Department of Labor under EIN 520623695.
Who sponsors the WEACHIEVE INC. 401(K) PLAN?
WEACHIEVE INC. 401(K) PLAN is sponsored by WEACHIEVE INC., located in Maryland. The sponsor's EIN is 520623695 and the plan operates in the Healthcare & Social Assistance industry.
How did WEACHIEVE INC. 401(K) PLAN perform in 2024?
WEACHIEVE INC. 401(K) PLAN grew by 4.5% during 2024, moving from $5M to $6M in total assets. Net income was $241K.
Where can I find official filings for WEACHIEVE INC. 401(K) PLAN?
Official Form 5500 filings for WEACHIEVE INC. 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 520623695 or plan name at efast.dol.gov.
How does WEACHIEVE INC. 401(K) PLAN compare to other plans?
You can compare WEACHIEVE INC. 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 520623695.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.