401(k) · DOL Form 5500 · 2024

W.B. Moore Company of Charlotte, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
103
Participants Small participant base
53rd
Percentile by assets National rank
$85,073
Avg per participant Below avg balance/head
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Official DOL plan name: W.B. Moore Company of Charlotte 401(k) Plan · Sponsored by W.B. Moore Company of Charlotte, Inc. · North Carolina · Construction

$9M in assets, 103 participants

W.B. Moore Company of Charlotte, Inc.'s W.B. Moore Company of Charlotte 401(k) Plan reported $9M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #4,634 in Construction (9,039 peers)

Coverage in North Carolina

W.B. Moore Company of Charlotte 401(k) Plan covers 103 participants in North Carolina, about 13% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#4,634
in Construction (9,039 peers)
+11.8%
assets growth YoY

W.B. Moore Company of Charlotte 401(k) Plan's mid-pack asset rank among Construction and all filers

W.B. Moore Company of Charlotte 401(k) Plan vs every filed plan by assets

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

$8,762,510 Top 47% higher than 53% 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

W.B. Moore Company of Charlotte 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W.B. Moore Company of Charlotte 401(k) Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • W.B. Moore Company of Charlotte 401(k) Plan reported participants fell from 123 in the plan year 2023 filing to 103 in the plan year 2024 filing.
  • W.B. Moore Company of Charlotte 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 561818115 · W.B. Moore Company of Charlotte, Inc. PY 2024 · 401(k)

W.B. Moore Company of Charlotte 401(k) Plan · $9M · 103 · 53rd

  • IND $9M
  • IND 103
  • IND 53rd
  • IND 401(k)
  • IND near Auerbach Grayson & Company LLC. 401(k) Plan
  • IND ind #4634

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 Construction retirement plans → · Plans in North Carolina →

W.B. Moore Company of Charlotte 401(k) Plan in the asset neighbourhood

W.B. Moore Company of Charlotte 401(k) PlanW.B. Moore Company of Charlo…$9MAuerbach Grayson & Company LLC. 401(k) PlanAuerbach Grayson & Company L…$9MThe Winsford Company, LLC 401(k) PlanThe Winsford Company, LLC 40…$9MSelzer Gurvitch, Attorneys at Law 401(k) Profit Sharing PlanSelzer Gurvitch, Attorneys a…$9MCht USA 401(k) Profit Sharing PlanCht USA 401(k) Profit Sharin…$9M
End-of-year total assets ($M) among W.B. Moore Company of Charlotte 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$926K
Employer EIN561818115
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W.B. Moore Company of Charlotte, Inc.)

Sponsor-wide plan assets over time

All W.B. Moore Company of Charlotte, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 27.20909871022824% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.89M $8.76M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 138 $7M
2023 1 123 $8M
2024 1 103 $9M

Nearby 401(k) Plans in North Carolina

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

W.B. Moore Company of Charlotte 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants W.B. Moore Company of Charlotte 401(k) Plan, Total assets ($B): 0.00876251 · Participants: 103W.B. Moore Company of Charlotte 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
W.B. Moore Company of Charlotte 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare W.B. Moore Company of Charlotte 401(k) Plan side-by-side with 3 peers →

W.B. Moore Company of Charlotte 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Auerbach Grayson & Company LLC. 401(k) Plan in NY ($9M); by covered participants it is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 W.B. Moore Company of Charlotte 401(k) Plan assets move in 2024? ▼
W.B. Moore Company of Charlotte 401(k) Plan grew at a solid clip - up 11.8% during 2024, from $8M to $9M. Reported net income was $926K.
How have W.B. Moore Company of Charlotte, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W.B. Moore Company of Charlotte, Inc.'s sponsor-wide assets grew 27.2%, from $7M to $9M.
Which 401(k) plans are similar in size to W.B. Moore Company of Charlotte 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Auerbach Grayson & Company LLC. 401(k) Plan in NY ($9M, 26 participants).
Which 401(k) plans cover a similar participant headcount to W.B. Moore Company of Charlotte 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants, $207K 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 561818115.

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.