401(k) · DOL Form 5500 · 2024

Ware Group, LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
534
Participants Below avg headcount
78th
Percentile by assets National rank
$58,662
Avg per participant Low balance/head
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Official DOL plan name: Ware Group, LLC 401(k) Plan · Sponsored by Ware Group, LLC · Florida · Wholesale Trade

$31M in assets, 534 participants

Ware Group, LLC's Ware Group, LLC 401(k) Plan reported $31M in total assets and 534 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,658 in Wholesale Trade (6,080 peers)

Where Ware Group, LLC 401(k) Plan sits by assets

Ware Group, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 534 participants (~$58,662/participant), up 10.1% in 2024.

#4,658
in Wholesale Trade (6,080 peers)
+10.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ware Group, LLC 401(k) Plan's outsized position by total assets

Ware Group, LLC 401(k) Plan vs every filed plan by assets

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

$31,325,431 Top 22% higher than 78% 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

Ware Group, LLC 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. Ware Group, LLC 401(k) Plan sits mid-pack in the medium band (534 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ware Group, LLC 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Ware Group, LLC 401(k) Plan reported participants rose from 407 in the plan year 2023 filing to 534 in the plan year 2024 filing.
  • Ware Group, LLC 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $31M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 263590999 · Ware Group, LLC PY 2024 · 401(k)

Ware Group, LLC 401(k) Plan · $31M · 534 · 78th

  • NET $31M
  • BOOK 534
  • VS-ST 78th
  • BOY 401(k)
  • SCH near Dolben Employee 401(k) Plan
  • EBSA ind #4658

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 Wholesale Trade retirement plans → · Plans in Florida →

Ware Group, LLC 401(k) Plan in the asset neighbourhood

Ware Group, LLC 401(k) Plan$31MAleris 401(k) Plan for Davenport UnionAleris 401(k) Plan for Daven…$31MDolben Employee 401(k) Plan$31MSeyer Industries Incorporated 401(k) Retirement Savings PlanSeyer Industries Incorporate…$31MLiberty Bay Credit Union 401(k) Retirement PlanLiberty Bay Credit Union 401…$31M
End-of-year total assets ($M) among Ware Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$31M
Net Income$3M
Employer EIN263590999
Plan Effective Date2005-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ware Group, LLC)

Sponsor-wide plan assets over time

All Ware Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 56.844188145346116% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20M $31.3M ▲ +56.9%
Year Plans Participants Total Assets
2022 1 351 $20M
2023 1 407 $28M
2024 1 534 $31M

Nearby 401(k) Plans in Florida

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

Ware Group, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Ware Group, LLC 401(k) Plan, Total assets ($B): 0.031325431 · Participants: 534Ware Group, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Ware Group, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Ware Group, LLC 401(k) Plan side-by-side with 3 peers →

Ware Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Dolben Employee 401(k) Plan in MA ($31M); by covered participants it is Apple Valley Ford Retirement Savings Plan in MN (534 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (534 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 Ware Group, LLC 401(k) Plan assets move in 2024? ▼
Ware Group, LLC 401(k) Plan grew at a solid clip - up 10.1% during 2024, from $28M to $31M. Reported net income was $3M.
How have Ware Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ware Group, LLC's sponsor-wide assets grew 56.8%, from $20M to $31M.
Where does Ware Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Ware Group, LLC 401(k) Plan ranks in the 78th 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 Ware Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dolben Employee 401(k) Plan in MA ($31M, 352 participants).
Which 401(k) plans cover a similar participant headcount to Ware Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apple Valley Ford Retirement Savings Plan in MN (534 participants, $34M 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 263590999.

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.