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

WACO, INC. 401(K) RETIREMENT & SAVINGS PLAN

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

WACO, INC.

This 401(k) plan holds $28M in total assets and serves 397 participants as of 2024. It is sponsored by WACO, INC. in Virginia. The plan reported positive net income of $4M for the year.

Total Assets (2023)
$28M
Participants
397
State
Industry
Construction

What the Filing Says About WACO, INC. 401(K) RETIREMENT & SAVINGS PLAN

WACO, INC. 401(K) RETIREMENT & SAVINGS PLAN is a 401(k) retirement plan sponsored by WACO, INC., headquartered in Virginia. As of the 2024 Form 5500 filing, the plan reports $28M in total end-of-year assets and covers 397 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 540720555, and the plan has been effective since 1989-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2024 to $28M at year-end — a gain of 18.1%. Net assets (after liabilities) closed the year at $28M, with reported net income of $4M 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)$23M
Total Assets (End of Year)$28M
Net Assets (End of Year)$28M
Net Income$4M
Plan Type401(k)
Employer EIN540720555
Plan Effective Date1989-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (WACO, INC.)

Year Plans Participants Total Assets
2022 1 589 $19M
2023 1 619 $23M
2024 1 397 $28M

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Frequently Asked Questions

How much money is in the WACO, INC. 401(K) RETIREMENT & SAVINGS PLAN?
As of the 2024 Form 5500 filing, WACO, INC. 401(K) RETIREMENT & SAVINGS PLAN holds $28M in total assets with 397 participants. It is sponsored by WACO, INC..
What type of plan is WACO, INC. 401(K) RETIREMENT & SAVINGS PLAN?
WACO, INC. 401(K) RETIREMENT & SAVINGS PLAN is a 401(k) plan. It has been effective since 1989-05-01. The plan is filed with the U.S. Department of Labor under EIN 540720555.
Who sponsors the WACO, INC. 401(K) RETIREMENT & SAVINGS PLAN?
WACO, INC. 401(K) RETIREMENT & SAVINGS PLAN is sponsored by WACO, INC., located in Virginia. The sponsor's EIN is 540720555 and the plan operates in the Construction industry.
How did WACO, INC. 401(K) RETIREMENT & SAVINGS PLAN perform in 2024?
WACO, INC. 401(K) RETIREMENT & SAVINGS PLAN grew by 18.1% during 2024, moving from $23M to $28M in total assets. Net income was $4M.
Where can I find official filings for WACO, INC. 401(K) RETIREMENT & SAVINGS PLAN?
Official Form 5500 filings for WACO, INC. 401(K) RETIREMENT & SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 540720555 or plan name at efast.dol.gov.
How does WACO, INC. 401(K) RETIREMENT & SAVINGS PLAN compare to other plans?
You can compare WACO, INC. 401(K) RETIREMENT & SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 540720555.

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.