Back to filter
Original filing (PDF)20260324060016NAL0003646226001
WMS SALES, INC.
Form 5500-SF
FILING_RECEIVED
WMS SALES, INC. 401 (K) PLAN
401(k) retirement plan
Active participants
28
Accounts w/ balance
37
Plan assets (EOY)
$18.5M
Net assets (EOY)
$18.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WMS SALES, INC..
Plan sponsor
Name
WMS SALES, INC.
EIN
16-0846342
Address
9410 MARTIN RD. · CLARENCE CENTER, NY · 14032
Phone
(716) 741-9575
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-08-01
Tax period
2025-07-31
Filed
2026-03-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Utilities plans
DISTRICT ENERGY HOLDINGS LLC
DISTRICT ENERGY HOLDINGS 401(K) PLAN
$19.3M · 136 participants
YORK WATER COMPANY
THE YORK WATER COMPANY PENSION PLAN FOR UNION REPRESENTED EMPLOYEES
$19.8M · 15 participants
ROBERT B. OUR CO., INC.
ROBERT B. OUR CO., INC. 401(K) PROFIT SHARING PLAN
$20.0M · 185 participants
SAUGET SANITARY DEVELOPMENT AND RESEARCH ASSOCIATION
SAUGET SANITARY DEVELOPMENT AND RESEARCH ASSOCIATION EMPLOYEES SAVINGS TRUST
$20.0M · 56 participants
TOTAL WATER TREATMENT SYSTEMS, INC.
TOTAL WATER TREATMENT SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$16.8M · 145 participants
AQUA ENGINEERS, INC.
AQUA ENGINEERS, INC. 401(K) PROFIT SHARING PLAN
$16.8M · 91 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B