401(k) · DOL Form 5500 · 2022
Wilkinson, Goeller, Modesitt, Wilkinson & Drummy, 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $347,016
- Avg per participant High balance/head
Official DOL plan name: Wilkinson Law Firm 401(k) Plan · Sponsored by Wilkinson, Goeller, Modesitt, Wilkinson & Drummy, · Indiana · Professional & Technical Services
$8M in assets, 24 participants
Wilkinson, Goeller, Modesitt, Wilkinson & Drummy,'s Wilkinson Law Firm 401(k) Plan reported $8M in total assets and 24 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #12,820 in Professional & Technical Services (21,562 peers)
2022 asset change
Wilkinson Law Firm 401(k) Plan declined sharply 23.2% in 2022 ($11M → $8M) for 24 participants.
- #12,820
- in Professional & Technical Services (21,562 peers)
- -23.2%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wilkinson Law Firm 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Wilkinson Law Firm 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,328,385 Top 39% higher than 61% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Wilkinson Law Firm 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wilkinson Law Firm 401(k) Plan is a small filing (24 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 350902122 · Wilkinson, Goeller, Modesitt, Wilkinson & Drummy, PY 2022 · 401(k)
Wilkinson Law Firm 401(k) Plan · $8M · 24 · 61st
- IND $8M
- IND 24
- IND 61st
- IND 401(k)
- IND near Truvvo Wealth Management LP 401(k) Plan
- IND ind #12820
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 Indiana →
Wilkinson Law Firm 401(k) Plan in the asset neighbourhood
Wilkinson, Goeller, Modesitt, Wilkinson & Drummy, years around the 2022 move
Sponsor-wide plan assets over time
All Wilkinson, Goeller, Modesitt, Wilkinson & Drummy, plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 1.921525001545918% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $8M |
| 2023 | 1 | 20 | $9M |
| 2024 | 1 | 17 | $8M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$3M |
| Employer EIN | 350902122 |
| Plan Effective Date | 2002-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Wilkinson Law Firm 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Truvvo Wealth Management LP 401(k) Plan in NY ($8M); by covered participants it is Storybook Homes, LLC 401(k) Plan in NV (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (24 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.