Money Purchase · DOL Form 5500 · 2022

Wilkins Investment Counsel, Inc. Money Purchase Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
12
Participants Small participant base
50th
Percentile by assets National rank
$402,708
Avg per participant High balance/head
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Official DOL plan name: Wilkins Investment Cousel, Inc. Profit Sharing Pla · Sponsored by Wilkins Investment Counsel, Inc. · Massachusetts · Finance & Insurance

$5M in assets, 12 participants

Wilkins Investment Counsel, Inc.'s Wilkins Investment Cousel, Inc. Profit Sharing Pla reported $5M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,212 in Finance & Insurance (9,261 peers)

Wilkins Investment Counsel, Inc. multi-year trail

Wilkins Investment Counsel, Inc.'s plans moved +33.0% in assets from 2022 to 2024; this filing shows Wilkins Investment Cousel, Inc. Profit Sharing Pla at $5M / 12 participants.

#3,212
in Finance & Insurance (9,261 peers)
-3.2%
assets change YoY

The plan reported a net loss of $161K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wilkins Investment Cousel, Inc. Profit Sharing Pla's mid-pack asset rank among Finance & Insurance and all filers

Wilkins Investment Cousel, Inc. Profit Sharing Pla vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,832,493 Top 50% higher than 50% of 139,123 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 2022

Wilkins Investment Cousel, Inc. Profit Sharing Pla among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wilkins Investment Cousel, Inc. Profit Sharing Pla is a small filing (12 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 043056293 · Wilkins Investment Counsel, Inc. PY 2022 · Money Purchase

Wilkins Investment Cousel, Inc. Profit Sharing Pla · $5M · 12 · 50th

  • EOY $5M
  • EOY 12
  • EOY 50th
  • EOY Money Purchase
  • EOY near Newton Clinic, P.C. Money Purchase Pension Plan
  • EOY ind #3212

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Wilkins Investment Cousel, Inc. Profit Sharing Pla in the asset neighbourhood

Irish Davis-Bacon Pension Plan and TrustIrish Davis-Bacon Pension Pl…$5MWilkins Investment Cousel, Inc. Profit Sharing PlaWilkins Investment Cousel, I…$5MNewton Clinic, P.C. Money Purchase Pension PlanNewton Clinic, P.C. Money Pu…$5MSan Diego & Imperial Counties Butchers and Food Employers Pension Trust FundSan Diego & Imperial Countie…$5MSanta Fe Institute Money Purchase PlanSanta Fe Institute Money Pur…$5M
End-of-year total assets ($M) among Wilkins Investment Cousel, Inc. Profit Sharing Pla and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Wilkins Investment Counsel, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wilkins Investment Counsel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 32.96428986032675% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $4.83M $6.43M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 12 $5M
2023 1 10 $6M
2024 1 10 $6M

Wilkins Investment Counsel, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$161K
Employer EIN043056293
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Massachusetts

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Wilkins Investment Cousel, Inc. Profit Sharing Pla vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Wilkins Investment Cousel, Inc. Profit Sharing Pla, Total assets ($B): 0.004832493 · Participants: 12Wilkins Investment Cousel, Inc. Profit Sharing PlaThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.245275345 · Participants: 12021The Mitre Corporation Qualified Retirement PlanMassachusetts Laborers' Annuity Fund, Total assets ($B): 1.955452301 · Participants: 11530Massachusetts Laborers' Annuity FundRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 1.888120121 · Participants: 2698Retirement Income Plan for Teaching Faculty of Harvard UniversityHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.452591056 · Participants: 12417Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.441786632 · Participants: 8275Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Wilkins Investment Cousel, Inc. Profit Sharing Pla vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Wilkins Investment Cousel, Inc. Profit Sharing Pla side-by-side with 3 peers →

Wilkins Investment Cousel, Inc. Profit Sharing Pla's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Newton Clinic, P.C. Money Purchase Pension Plan in IA ($5M); by covered participants it is Retirement Plan of Richard P. Mellon 1965 Trust in PA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wilkins Investment Cousel, Inc. Profit Sharing Pla assets move in 2022? ▼
Wilkins Investment Cousel, Inc. Profit Sharing Pla edged down modestly - down 3.2% during 2022, from $5M to $5M. Reported net income was -$161K.
How have Wilkins Investment Counsel, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilkins Investment Counsel, Inc.'s sponsor-wide assets grew 33.0%, from $5M to $6M.
Which Money Purchase plans are similar in size to Wilkins Investment Cousel, Inc. Profit Sharing Pla? ▼
Among Money Purchase plans in other states, the closest by assets is Newton Clinic, P.C. Money Purchase Pension Plan in IA ($5M, 49 participants).
Which Money Purchase plans cover a similar participant headcount to Wilkins Investment Cousel, Inc. Profit Sharing Pla? ▼
Among Money Purchase plans in other states, the closest by covered participants is Retirement Plan of Richard P. Mellon 1965 Trust in PA (12 participants, $298K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043056293.

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.