401(k) · DOL Form 5500 · 2024

Waldberg, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets: 151
Participants Small participant base: 71st
Percentile by assets National rank: $138,019
Avg per participant Near avg balance/head

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Official DOL plan name: The Refinery 401(k) Plan · Sponsored by Waldberg, Inc. · California · Professional & Technical Services

$21M in assets, 151 participants

Waldberg, Inc.'s The Refinery 401(k) Plan reported $21M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

#14,193 in Professional & Technical Services (20,173 peers)

Coverage in California

The Refinery 401(k) Plan covers 151 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $21M.

#14,193
in Professional & Technical Services (20,173 peers): +20.8%
assets growth YoY

The Refinery 401(k) Plan's outsized position by total assets

The Refinery 401(k) Plan vs every filed plan by assets

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

$20,840,844 Top 29% higher than 71% 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

The Refinery 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. The Refinery 401(k) Plan sits mid-pack in the medium band (151 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

The Refinery 401(k) Plan reported participants fell from 236 in the plan year 2023 filing to 151 in the plan year 2024 filing.
The Refinery 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
The Refinery 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 205773286 · Waldberg, Inc. PY 2024 · 401(k)

The Refinery 401(k) Plan · $21M · 151 · 71st

SCH $21M
SCH 151
SCH 71st
SCH 401(k)
SCH near Hagley Museum & Library 403(b) Plan
SCH ind #14193

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 Professional & Technical Services retirement plans → · Plans in California →

End-of-year total assets ($M) among The Refinery 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$17M
Net Assets (End of Year)	$21M
Net Income	$4M
Employer EIN	205773286
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Waldberg, Inc.)

Latest sponsor-wide plan assets: $21M 57.975790508328686% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	197	$13M
2023	1	236	$17M
2024	1	151	$21M

Nearby 401(k) Plans in California

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

The Refinery 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare The Refinery 401(k) Plan side-by-side with 3 peers →

The Refinery 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hagley Museum & Library 403(b) Plan in DE ($21M); by covered participants it is Liberty Power Corp, LLC 401(k) in FL (151 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Hagley Museum & Library 403(b) Plan (DE) $21M · 91
Heritage Operations Group, LLC Retirement Savings Plan (IL) $21M · 660
High Point Networks, LLC 401(k) & Profit Sharing Plan (ND) $21M · 172
Stein Eriksen Lodge 401(k) Retirement Savings Plan (UT) $21M · 367

Similar participant headcount

Nearest other-state filings by covered participants (151 participants); asset peers above are excluded.

Liberty Power Corp, LLC 401(k) (FL) 151 · 0 off
Coretelligent LLC 401(k) Profit Sharing Plan and Trust (MA) 151 · 0 off
Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust (DE) 151 · 0 off
Mincey Marble Manufacturing, Inc. 401(k) Plan (GA) 151 · 0 off

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 Refinery 401(k) Plan assets move in 2024? ▼

The Refinery 401(k) Plan grew sharply - up 20.8% during 2024, from $17M to $21M. Reported net income was $4M.

How have Waldberg, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Waldberg, Inc.'s sponsor-wide assets grew 58.0%, from $13M to $21M.

Which 401(k) plans are similar in size to The Refinery 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Hagley Museum & Library 403(b) Plan in DE ($21M, 91 participants).

Which 401(k) plans cover a similar participant headcount to The Refinery 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Liberty Power Corp, LLC 401(k) in FL (151 participants, N/A 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 205773286.