401(k) · DOL Form 5500 · 2024

W.T. Humphrey, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
247
Participants Below avg headcount
59th
Percentile by assets National rank
$46,303
Avg per participant Low balance/head
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Official DOL plan name: W.T. Humphrey, Inc. 401(k) Profit Sharing Plan · Sponsored by W.T. Humphrey, Inc. · North Carolina · Administrative & Support Services

$11M in assets, 247 participants

W.T. Humphrey, Inc.'s W.T. Humphrey, Inc. 401(k) Profit Sharing Plan reported $11M in total assets and 247 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,359 in Administrative & Support Services (4,368 peers)

Coverage in North Carolina

W.T. Humphrey, Inc. 401(k) Profit Sharing Plan covers 247 participants in North Carolina, about 30% of the average North Carolina filer (state average ~819 per filing). Assets: $11M.

#3,359
in Administrative & Support Services (4,368 peers)
-19.0%
assets change YoY

W.T. Humphrey, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Administrative & Support Services and all filers

W.T. Humphrey, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,436,876 Top 41% higher than 59% 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.T. Humphrey, Inc. 401(k) Profit Sharing 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.T. Humphrey, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • W.T. Humphrey, Inc. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • W.T. Humphrey, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $14M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • W.T. Humphrey, Inc. 401(k) Profit Sharing Plan reported participants rose from 240 in the plan year 2023 filing to 247 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 560998971 · W.T. Humphrey, Inc. PY 2024 · 401(k)

W.T. Humphrey, Inc. 401(k) Profit Sharing Plan · $11M · 247 · 59th

  • RANK $11M
  • RANK 247
  • RANK 59th
  • RANK 401(k)
  • RANK near Heliogen, Inc. 401(k) Plan
  • RANK ind #3359

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 Administrative & Support Services retirement plans → · Plans in North Carolina →

W.T. Humphrey, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

W.T. Humphrey, Inc. 401(k) Profit Sharing PlanW.T. Humphrey, Inc. 401(k) P…$11MHeliogen, Inc. 401(k) Plan$11MPatriot National Inc. 401(k) Employee Savings PlanPatriot National Inc. 401(k)…$11MFms Secure Solutions, L.L.C 401(k) Profit Sharing Plan & TrustFms Secure Solutions, L.L.C …$11MPueblo of Laguna Commercial Enterprises 401(k) Profit Sharing Plan and TrustPueblo of Laguna Commercial …$11M
End-of-year total assets ($M) among W.T. Humphrey, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN560998971
Plan Effective Date1983-02-28
Filing StatusFILING RECEIVED

Sponsor Plan History (W.T. Humphrey, Inc.)

Sponsor-wide plan assets over time

All W.T. Humphrey, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 1.2924335494238393% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.3M $11.4M ▲ +1.3%
Year Plans Participants Total Assets
2022 1 198 $11M
2023 1 240 $14M
2024 1 247 $11M

Nearby 401(k) Plans in North Carolina

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

W.T. Humphrey, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants W.T. Humphrey, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.011436876 · Participants: 247W.T. Humphrey, Inc. 401(k) Profit Sharing 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.T. Humphrey, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare W.T. Humphrey, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

W.T. Humphrey, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Heliogen, Inc. 401(k) Plan in CA ($11M); by covered participants it is Propex 401(k) Savings Plan in TN (247 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (247 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.T. Humphrey, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
W.T. Humphrey, Inc. 401(k) Profit Sharing Plan declined sharply - down 19.0% during 2024, from $14M to $11M. Reported net income was $1M.
How have W.T. Humphrey, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W.T. Humphrey, Inc.'s sponsor-wide assets grew 1.3%, from $11M to $11M.
Which 401(k) plans are similar in size to W.T. Humphrey, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heliogen, Inc. 401(k) Plan in CA ($11M, 148 participants).
Which 401(k) plans cover a similar participant headcount to W.T. Humphrey, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Propex 401(k) Savings Plan in TN (247 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 560998971.

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.