401(k) · DOL Form 5500 · 2024
Francis and William Corporation 401(k) Plan
Data updated 2026-08-25
- $139K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $139,426
- Avg per participant Near avg balance/head
Official DOL plan name: Francis and William Corporation 401(k) Profit Sharing Plan · Sponsored by Francis and William Corporation · North Carolina · Retail Trade
$139K in assets, 1 participants
Francis and William Corporation's Francis and William Corporation 401(k) Profit Sharing Plan reported $139K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 8th 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.
- #1,054 in Retail Trade (8,048 peers)
2024 asset change
Francis and William Corporation 401(k) Profit Sharing Plan contracted severely 36.3% in 2024 ($219K → $139K) for 1 participant.
- #1,054
- in Retail Trade (8,048 peers)
- -36.3%
- assets change YoY
The plan reported a net loss of $80K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Francis and William Corporation 401(k) Profit Sharing Plan among the smaller filed plans by assets
Francis and William Corporation 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$139,426 8th percentile higher than 8% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Francis and William Corporation 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Francis and William Corporation 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Francis and William Corporation 401(k) Profit Sharing Plan reported net income fell from $68K in the plan year 2023 filing to -$80K in the plan year 2024 filing.
- Francis and William Corporation 401(k) Profit Sharing Plan end-of-year assets fell from $219K in the plan year 2023 filing to $139K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 880647205 · Francis and William Corporation PY 2024 · 401(k)
Francis and William Corporation 401(k) Profit Sharing Plan · $139K · 1 · 8th
- BOY $139K
- SCH 1
- EBSA 8th
- PART 401(k)
- TYPE near Br Enterprises, Inc. 401(k) Profit Sharing Plan
- NET ind #1054
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 →
Francis and William Corporation 401(k) Profit Sharing Plan in the asset neighbourhood
Francis and William Corporation years around the 2024 move
Sponsor-wide plan assets over time
All Francis and William Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $139K 7.710128811046242% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $151K |
| 2023 | 1 | 1 | $219K |
| 2024 | 1 | 1 | $139K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $219K |
|---|---|
| Net Assets (End of Year) | $139K |
| Net Income | -$80K |
| Employer EIN | 880647205 |
| Plan Effective Date | 2022-02-14 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Francis and William Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Br Enterprises, Inc. 401(k) Profit Sharing Plan in KS ($139K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($139K here).
- Br Enterprises, Inc. 401(k) Profit Sharing Plan (KS) $139K · 2
- White Tiger Corp. 401(k) Plan (MD) $139K · 7
- Banyan Freight Services Corp. 401(k) Plan (TX) $139K · N/A
- Jva Operating Company, Inc. Retirement Plan (TX) $139K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.