401(k) · DOL Form 5500 · 2024

L.E. Wooten & Company Dba the Wooten Company 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
96
Participants Small participant base
70th
Percentile by assets National rank
$210,399
Avg per participant Above avg balance/head
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Official DOL plan name: L.E. Wooten & Company Profit Sharing Savings Plan · Sponsored by L.E. Wooten & Company Dba the Wooten Company · North Carolina · Professional & Technical Services

$20M in assets, 96 participants

L.E. Wooten & Company Dba the Wooten Company's L.E. Wooten & Company Profit Sharing Savings Plan reported $20M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,073 in Professional & Technical Services (20,173 peers)

L.E. Wooten & Company Dba the Wooten Company multi-year trail

L.E. Wooten & Company Dba the Wooten Company's plans moved +11.6% in assets from 2022 to 2024; this filing shows L.E. Wooten & Company Profit Sharing Savings Plan at $20M / 96 participants.

#14,073
in Professional & Technical Services (20,173 peers)
+2.7%
assets growth YoY

L.E. Wooten & Company Profit Sharing Savings Plan's outsized position by total assets

L.E. Wooten & Company Profit Sharing Savings Plan vs every filed plan by assets

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

$20,198,276 Top 30% higher than 70% 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

L.E. Wooten & Company Profit Sharing Savings 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. L.E. Wooten & Company Profit Sharing Savings Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • L.E. Wooten & Company Profit Sharing Savings Plan reported net income fell from $2M in the plan year 2023 filing to $534K in the plan year 2024 filing.
  • L.E. Wooten & Company Profit Sharing Savings Plan end-of-year assets rose from $20M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • L.E. Wooten & Company Profit Sharing Savings Plan reported participants fell from 98 in the plan year 2023 filing to 96 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 560509703 · L.E. Wooten & Company Dba the Wooten Company PY 2024 · 401(k)

L.E. Wooten & Company Profit Sharing Savings Plan · $20M · 96 · 70th

  • BOY $20M
  • BOY 96
  • BOY 70th
  • BOY 401(k)
  • BOY near Mlc 401(k) Plan
  • BOY ind #14073

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

L.E. Wooten & Company Profit Sharing Savings Plan in the asset neighbourhood

L.E. Wooten & Company Profit Sharing Savings PlanL.E. Wooten & Company Profit…$20MMlc 401(k) Plan$20MRefrigeration Sales Corporation of Cleveland 401(k) Savings & Profit Sharing PlanRefrigeration Sales Corporat…$20MCny Fertility, PLLC 401(k) Profit Sharing Plan and TrustCny Fertility, PLLC 401(k) P…$20MIronpeak Inc. 401(k) Profit Sharing Plan & TrustIronpeak Inc. 401(k) Profit …$20M
End-of-year total assets ($M) among L.E. Wooten & Company Profit Sharing Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

L.E. Wooten & Company Dba the Wooten Company multi-year asset trail

Sponsor-wide plan assets over time

All L.E. Wooten & Company Dba the Wooten Company plans reported in each filing year

Latest sponsor-wide plan assets
$20M 11.568540664431902% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $18.1M $20.2M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 87 $18M
2023 1 98 $20M
2024 1 96 $20M

L.E. Wooten & Company Dba the Wooten Company filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$20M
Net Income$534K
Employer EIN560509703
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

L.E. Wooten & Company Profit Sharing Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants L.E. Wooten & Company Profit Sharing Savings Plan, Total assets ($B): 0.020198276 · Participants: 96L.E. Wooten & Company Profit Sharing Savings PlanThe 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
L.E. Wooten & Company Profit Sharing Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

L.E. Wooten & Company Profit Sharing Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Mlc 401(k) Plan in IA ($20M); by covered participants it is Berberian Entities 401(k) Retirement Plan in CA (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 L.E. Wooten & Company Profit Sharing Savings Plan assets move in 2024?
L.E. Wooten & Company Profit Sharing Savings Plan edged up modestly - up 2.7% during 2024, from $20M to $20M. Reported net income was $534K.
How have L.E. Wooten & Company Dba the Wooten Company plan assets changed over time?
Across 3 plan years on file (2022-2024), L.E. Wooten & Company Dba the Wooten Company's sponsor-wide assets grew 11.6%, from $18M to $20M.
Which 401(k) plans are similar in size to L.E. Wooten & Company Profit Sharing Savings Plan?
Among 401(k) plans in other states, the closest by assets is Mlc 401(k) Plan in IA ($20M, 114 participants).
Which 401(k) plans cover a similar participant headcount to L.E. Wooten & Company Profit Sharing Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Berberian Entities 401(k) Retirement Plan in CA (96 participants, $5M in assets).