401(k) · DOL Form 5500 · 2024

World Group LLC 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
818
Participants Near avg headcount
88th
Percentile by assets National rank
$91,788
Avg per participant Below avg balance/head
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Official DOL plan name: The World Group Savings and Investment Plan · Sponsored by World Group LLC · Ohio · Transportation & Warehousing

$75M in assets, 818 participants

World Group LLC's The World Group Savings and Investment Plan reported $75M in total assets and 818 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,841 in Transportation & Warehousing (3,299 peers)

Where The World Group Savings and Investment Plan sits by assets

The World Group Savings and Investment Plan sits in the top quartile of all filed plans by assets, $75M for 818 participants (~$91,788/participant), up 18.0% in 2024.

#2,841
in Transportation & Warehousing (3,299 peers)
+18.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

The World Group Savings and Investment Plan's outsized position by total assets

The World Group Savings and Investment Plan vs every filed plan by assets

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

$75,082,396 Top 12% higher than 88% 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

The World Group Savings and Investment 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. The World Group Savings and Investment Plan sits mid-pack in the medium band (818 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The World Group Savings and Investment Plan end-of-year assets rose from $64M in the plan year 2023 filing to $75M in the plan year 2024 filing.
  • The World Group Savings and Investment Plan reported net income fell from $13M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 822539058 · World Group LLC PY 2024 · 401(k)

The World Group Savings and Investment Plan · $75M · 818 · 88th

  • SCH $75M
  • EBSA 818
  • PART 88th
  • TYPE 401(k)
  • NET near Lisle Corporation Employees' Profit Sharing Retirement Plan
  • BOOK ind #2841

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 Transportation & Warehousing retirement plans → · Plans in Ohio →

The World Group Savings and Investment Plan in the asset neighbourhood

Singer Industrial 401(k) Plan$75MRichards Manufacturing 401(k) PlanRichards Manufacturing 401(k…$75MThe World Group Savings and Investment PlanThe World Group Savings and …$75MLisle Corporation Employees' Profit Sharing Retirement PlanLisle Corporation Employees'…$75MHickory Springs Employees 401(k) PlanHickory Springs Employees 40…$75M
End-of-year total assets ($M) among The World Group Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$75M
Net Income$11M
Employer EIN822539058
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (World Group LLC)

Sponsor-wide plan assets over time

All World Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$75M 17.99666228457476% vs 2023
2024 filing year
$60M$65M$70M$75M$80M 20232024 $63.6M $75.1M ▲ +18.0%
Year Plans Participants Total Assets
2023 1 812 $64M
2024 1 818 $75M

Nearby 401(k) Plans in Ohio

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

The World Group Savings and Investment Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The World Group Savings and Investment Plan, Total assets ($B): 0.075082396 · Participants: 818The World Group Savings and Investment PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
The World Group Savings and Investment Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The World Group Savings and Investment Plan side-by-side with 3 peers →

The World Group Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Lisle Corporation Employees' Profit Sharing Retirement Plan in IA ($75M); by covered participants it is Doximity 401(k) Plan in CA (818 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($75M here).

Similar participant headcount

Nearest other-state filings by covered participants (818 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 The World Group Savings and Investment Plan assets move in 2024? ▼
The World Group Savings and Investment Plan grew sharply - up 18.0% during 2024, from $64M to $75M. Reported net income was $11M.
How have World Group LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), World Group LLC's sponsor-wide assets grew 18.0%, from $64M to $75M.
Where does The World Group Savings and Investment Plan rank by assets among Form 5500 filers? ▼
The World Group Savings and Investment Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The World Group Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lisle Corporation Employees' Profit Sharing Retirement Plan in IA ($75M, 285 participants).
Which 401(k) plans cover a similar participant headcount to The World Group Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Doximity 401(k) Plan in CA (818 participants, $79M 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 822539058.

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.