401(k) · DOL Form 5500 · 2024

Wom South Investors, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
79
Participants Small participant base
51st
Percentile by assets National rank
$102,306
Avg per participant Below avg balance/head
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Official DOL plan name: Wom South Investors 401(k) Plan · Sponsored by Wom South Investors, Inc. · North Carolina · Retail Trade

$8M in assets, 79 participants

Wom South Investors, Inc.'s Wom South Investors 401(k) Plan reported $8M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #4,952 in Retail Trade (8,048 peers)

What the 2024 filing shows

Wom South Investors 401(k) Plan holds $8M for 79 participants - about $102,306 per participant, above the median plan by assets.

#4,952
in Retail Trade (8,048 peers)
+7.8%
assets growth YoY

Wom South Investors 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Wom South Investors 401(k) Plan vs every filed plan by assets

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

$8,082,194 Top 49% higher than 51% 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

Wom South Investors 401(k) 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. Wom South Investors 401(k) Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wom South Investors 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $583K in the plan year 2024 filing.
  • Wom South Investors 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Wom South Investors 401(k) Plan reported participants rose from 76 in the plan year 2023 filing to 79 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 460490751 · Wom South Investors, Inc. PY 2024 · 401(k)

Wom South Investors 401(k) Plan · $8M · 79 · 51st

  • SCH $8M
  • SCH 79
  • SCH 51st
  • SCH 401(k)
  • SCH near Austin Fire Systems, LLC 401(k) Plan
  • SCH ind #4952

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 →

Wom South Investors 401(k) Plan in the asset neighbourhood

Wom South Investors 401(k) PlanWom South Investors 401(k) P…$8MAustin Fire Systems, LLC 401(k) PlanAustin Fire Systems, LLC 401…$8MContentful 401(k) Plan$8MTroncalli Automotive Group, Inc. 401(k) Salary Savings PlanTroncalli Automotive Group, …$8MInflammatix, Inc. 401(k) Plan$8M
End-of-year total assets ($M) among Wom South Investors 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$583K
Employer EIN460490751
Plan Effective Date2002-11-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Wom South Investors, Inc.)

Sponsor-wide plan assets over time

All Wom South Investors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 7.775519729034151% vs 2023
2024 filing year
$7.4M$7.6M$7.8M$8M$8.2M 20232024 $7.5M $8.08M ▲ +7.7%
Year Plans Participants Total Assets
2023 1 76 $7M
2024 1 79 $8M

Nearby 401(k) Plans in North Carolina

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

Wom South Investors 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Wom South Investors 401(k) Plan, Total assets ($B): 0.008082194 · Participants: 79Wom South Investors 401(k) 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
Wom South Investors 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Wom South Investors 401(k) Plan side-by-side with 3 peers →

Wom South Investors 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Austin Fire Systems, LLC 401(k) Plan in LA ($8M); by covered participants it is Cvca 401(k)Plan in VA (79 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Wom South Investors 401(k) Plan assets move in 2024? ▼
Wom South Investors 401(k) Plan grew at a solid clip - up 7.8% during 2024, from $7M to $8M. Reported net income was $583K.
How have Wom South Investors, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Wom South Investors, Inc.'s sponsor-wide assets grew 7.8%, from $7M to $8M.
Which 401(k) plans are similar in size to Wom South Investors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Austin Fire Systems, LLC 401(k) Plan in LA ($8M, 191 participants).
Which 401(k) plans cover a similar participant headcount to Wom South Investors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cvca 401(k)Plan in VA (79 participants, $17M 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 460490751.

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.