401(k) · DOL Form 5500 · 2024
Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC 401(k) Plan
Data updated 2026-08-25
- $78M
- Total assets Below avg plan size
- 161
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $486,820
- Avg per participant High balance/head
Official DOL plan name: Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing Plan · Sponsored by Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC · Georgia · Professional & Technical Services
$78M in assets, 161 participants
Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC's Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing Plan reported $78M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #18,092 in Professional & Technical Services (20,173 peers)
Coverage in Georgia
Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing Plan covers 161 participants in Georgia, about 15% of the average Georgia filer (state average ~1,096 per filing). Assets: $78M.
- #18,092
- in Professional & Technical Services (20,173 peers)
- +16.6%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing Plan's outsized position by total assets
Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$78,378,006 Top 11% higher than 89% 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
Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 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. Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing Plan sits mid-pack in the medium band (161 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing Plan end-of-year assets rose from $67M in the plan year 2023 filing to $78M in the plan year 2024 filing.
- Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing Plan reported net income fell from $13M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing Plan reported participants rose from 153 in the plan year 2023 filing to 161 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 582482895 · Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC PY 2024 · 401(k)
Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing Plan · $78M · 161 · 89th
- NET $78M
- BOOK 161
- VS-ST 89th
- BOY 401(k)
- SCH near Ophthalmic Consultants of Long Island 401(k) Plan
- EBSA ind #18092
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 Georgia →
Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $78M |
| Net Income | $11M |
| Employer EIN | 582482895 |
| Plan Effective Date | 1965-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC)
Sponsor-wide plan assets over time
All Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $78M 44.55300089096563% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 157 | $54M |
| 2023 | 1 | 153 | $67M |
| 2024 | 1 | 161 | $78M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Ophthalmic Consultants of Long Island 401(k) Plan in NY ($78M); by covered participants it is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($78M here).
Similar participant headcount
Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.
- Shallenberger Construction, Inc. 401(k) Davis Bacon Plan (PA) 161 · 0 off
- Akebia Therapeutics 401(k) Plan (MA) 161 · 0 off
- Kretek International, Inc. 401(k) Profit Sharing Plan (CA) 161 · 0 off
- Pve, LLC 401(k) Plan (PA) 161 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.