Money Purchase · DOL Form 5500 · 2022
Wilkins Investment Counsel, Inc. Money Purchase Plan
Data updated 2026-08-11
- $5M
- Total assets
- 12
- Participants
- 50th
- Percentile by assets
- $402,708
- Avg per participant
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.
- 50th percentile by assets (of 139,126 plans)
- #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.
- $5M
- total plan assets (2022 EOY)
- 12
- covered participants
- 50th
- percentile by assets (of 139,126 plans)
- $402,708
- avg assets per participant
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 Counsel, Inc. across 3 plan years on file
Across the 3 plan years Wilkins Investment Counsel, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $6M, a gain of 33.0%, while reported participants moved from 12 to 10 (-16.7%). Peak year by sponsor assets: 2024 ($6M); trough: 2022 ($5M).
Wilkins Investment Counsel, Inc. multi-year asset trail
| 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 EIN | 043056293 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING 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
- The Mitre Corporation Qualified Retirement Plan $2.2B · 12,021
- Massachusetts Laborers' Annuity Fund $2.0B · 11,530
- Retirement Income Plan for Teaching Faculty of Harvard University $1.9B · 2,698
- Harvard University Defined Contribution Retirement Plan $1.5B · 12,417
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.4B · 8,275
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Wilkins Investment Cousel, Inc. Profit Sharing Pla by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Wilkins Investment Cousel, Inc. Profit Sharing Pla's numbers.
- By total assets, Wilkins Investment Cousel, Inc. Profit Sharing Pla ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Wilkins Investment Counsel, Inc.'s sponsor-wide assets have grown 33.0% since 2022 across 3 plan years on file. More Finance & Insurance plans