401(k) · DOL Form 5500 · 2024
Western Beef Retail, Inc 401(k) Plan
Data updated 2026-08-11
- $28M
- Total assets
- 1,265
- Participants
- 76th
- Percentile by assets
- $22,503
- Avg per participant
Official DOL plan name: Western Beef Retail, Inc. 401(k) Profit Sharing Plan · Sponsored by Western Beef Retail, Inc · New York · Retail Trade
$28M in assets, 1,265 participants
Western Beef Retail, Inc's Western Beef Retail, Inc. 401(k) Profit Sharing Plan reported $28M in total assets and 1,265 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.
- 76th percentile by assets (of 123,622 plans)
- #6,892 in Retail Trade (8,048 peers)
Where Western Beef Retail, Inc. 401(k) Profit Sharing Plan sits by assets
Western Beef Retail, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $28M for 1,265 participants (~$22,503/participant), up 10.3% in 2024.
- $28M
- total plan assets (2024 EOY)
- 1,265
- covered participants
- 76th
- percentile by assets (of 123,622 plans)
- $22,503
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Western Beef Retail, Inc. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Western Beef Retail, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $26M in the plan year 2023 filing to $28M in the plan year 2024 filing.
Western Beef Retail, Inc. 401(k) Profit Sharing Plan vs the 2024 asset distribution
By assets, Western Beef Retail, Inc. 401(k) Profit Sharing Plan outranks 76% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $3M |
| Employer EIN | 112778081 |
| Plan Effective Date | 1998-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Western Beef Retail, Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,356 | $23M |
| 2023 | 1 | 1,265 | $26M |
| 2024 | 1 | 1,265 | $28M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Western Beef Retail, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Western Beef Retail, Inc. 401(k) Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Western Beef Retail, Inc. 401(k) Profit Sharing Plan's numbers.
- By total assets, Western Beef Retail, Inc. 401(k) Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Western Beef Retail, Inc's sponsor-wide assets have grown 24.8% since 2022 across 3 plan years on file. More Retail Trade plans