401(k) · DOL Form 5500 · 2022

Wilmer & Lee, P.a. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
64
Participants Small participant base
71st
Percentile by assets National rank
$212,057
Avg per participant Above avg balance/head
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Official DOL plan name: Wilmer & Lee, P.a. 401(k) Profit Sharing Plan · Sponsored by Wilmer & Lee, P.a. · Alabama · Professional & Technical Services

$14M in assets, 64 participants

Wilmer & Lee, P.a.'s Wilmer & Lee, P.a. 401(k) Profit Sharing Plan reported $14M in total assets and 64 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #15,128 in Professional & Technical Services (21,562 peers)

Wilmer & Lee, P.a. multi-year trail

Wilmer & Lee, P.a.'s plans moved -12.7% in assets from 2022 to 2024; this filing shows Wilmer & Lee, P.a. 401(k) Profit Sharing Plan at $14M / 64 participants.

#15,128
in Professional & Technical Services (21,562 peers)
-16.8%
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.

Wilmer & Lee, P.a. 401(k) Profit Sharing Plan's outsized position by total assets

Wilmer & Lee, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,571,671 Top 29% higher than 71% 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

Wilmer & Lee, P.a. 401(k) Profit Sharing 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. Wilmer & Lee, P.a. 401(k) Profit Sharing Plan is a small filing (64 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 630786567 · Wilmer & Lee, P.a. PY 2022 · 401(k)

Wilmer & Lee, P.a. 401(k) Profit Sharing Plan · $14M · 64 · 71st

  • IND $14M
  • IND 64
  • IND 71st
  • IND 401(k)
  • IND near Naval Systems, Inc. 401(k) Plan
  • IND ind #15128

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 Alabama →

Wilmer & Lee, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Wilmer & Lee, P.a. 401(k) Profit Sharing PlanWilmer & Lee, P.a. 401(k) Pr…$14MNaval Systems, Inc. 401(k) PlanNaval Systems, Inc. 401(k) P…$14MMechatronics, Inc. 401(k) Profit Sharing PlanMechatronics, Inc. 401(k) Pr…$14MMonteleone Interests Profit Sharing and 401(k) Plan and TrustMonteleone Interests Profit …$14MThe Appgate 401(k) Savings PlanThe Appgate 401(k) Savings P…$14M
End-of-year total assets ($M) among Wilmer & Lee, P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wilmer & Lee, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Wilmer & Lee, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 12.746683882920534% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $13.6M $11.8M ▼ -12.7%
Year Plans Participants Total Assets
2022 1 64 $14M
2023 1 59 $14M
2024 1 57 $12M

Wilmer & Lee, P.a. filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN630786567
Plan Effective Date2004-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Wilmer & Lee, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Wilmer & Lee, P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.013571671 · Participants: 64Wilmer & Lee, P.a. 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Wilmer & Lee, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Wilmer & Lee, P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wilmer & Lee, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Naval Systems, Inc. 401(k) Plan in MD ($14M); by covered participants it is Boise Floor Covering and Design Profit Sharing and 401(k) Plan in ID (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Wilmer & Lee, P.a. 401(k) Profit Sharing Plan assets move in 2022? ▼
Wilmer & Lee, P.a. 401(k) Profit Sharing Plan declined sharply - down 16.8% during 2022, from $16M to $14M. Reported net income was -$3M.
How have Wilmer & Lee, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilmer & Lee, P.a.'s sponsor-wide assets declined 12.7%, from $14M to $12M.
Which 401(k) plans are similar in size to Wilmer & Lee, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Naval Systems, Inc. 401(k) Plan in MD ($14M, 308 participants).
Which 401(k) plans cover a similar participant headcount to Wilmer & Lee, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boise Floor Covering and Design Profit Sharing and 401(k) Plan in ID (64 participants, $4M 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 630786567.

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.