Profit Sharing · DOL Form 5500 · 2024

Werner Properties, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
32nd
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Werner Properties, Inc. 401(k) Profit Sharing Plan · Sponsored by Werner Properties, Inc. · California · Real Estate

$3M in assets, 2 participants

Werner Properties, Inc.'s Werner Properties, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,379 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Werner Properties, Inc. 401(k) Profit Sharing Plan ranks #2,379 of 4,605 2024 filers by assets (1004% of the sector average)-$3M for 2 participants.

#2,379
in Real Estate (4,605 peers)
+8.5%
assets growth YoY

Werner Properties, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Werner Properties, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,586,256 32nd percentile higher than 32% 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

Werner Properties, Inc. 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. Werner Properties, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Werner Properties, Inc. 401(k) Profit Sharing Plan reported net income rose from $148K in the plan year 2023 filing to $202K in the plan year 2024 filing.
  • Werner Properties, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 200160561 · Werner Properties, Inc. PY 2024 · Profit Sharing

Werner Properties, Inc. 401(k) Profit Sharing Plan · $3M · 2 · 32nd

  • BOOK $3M
  • VS-ST 2
  • BOY 32nd
  • SCH Profit Sharing
  • EBSA near Maralec, C.S.P. Profit Sharing Retirement Plan
  • PART ind #2379

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 Real Estate retirement plans → · Plans in California →

Werner Properties, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Werner Properties, Inc. 401(k) Profit Sharing PlanWerner Properties, Inc. 401(…$3MMaralec, C.S.P. Profit Sharing Retirement PlanMaralec, C.S.P. Profit Shari…$3MSmh Holdings Inc. Retirement PlanSmh Holdings Inc. Retirement…$3MFlynn Enterprises LLC Restated Profit Sharing PlanFlynn Enterprises LLC Restat…$3MMoraes Incorporated Profit Sharing PlanMoraes Incorporated Profit S…$3M
End-of-year total assets ($M) among Werner Properties, Inc. 401(k) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$202K
Employer EIN200160561
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Werner Properties, Inc.)

Sponsor-wide plan assets over time

All Werner Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 15.657417821374828% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M 202220232024 $2.24M $2.59M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $3M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Werner Properties, Inc. 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Werner Properties, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002586256 · Participants: 2Werner Properties, Inc. 401(k) Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Werner Properties, Inc. 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Werner Properties, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Werner Properties, Inc. 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Maralec, C.S.P. Profit Sharing Retirement Plan in PR ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Werner Properties, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Werner Properties, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 8.5% during 2024, from $2M to $3M. Reported net income was $202K.
How have Werner Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Werner Properties, Inc.'s sponsor-wide assets grew 15.7%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Werner Properties, Inc. 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Maralec, C.S.P. Profit Sharing Retirement Plan in PR ($3M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Werner Properties, Inc. 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 200160561.

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.