401(k)
2022 plan-year 401(k) DOL Form 5500

Wilson Farm Profit Sharing and 401(k) Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Wilson Farm, Inc. · Massachusetts · Agriculture, Forestry & Fishing

What the 2023 filing shows

Wilson Farm Profit Sharing and 401(k) Savings Plan holds $22M for 140 participants — about $155,565 per participant, down 17.8% over the 2022 plan year.

$22M
total plan assets (2022 EOY)
140
covered participants
$155,565
avg assets per participant
-17.8%
assets change YoY

The plan reported a net loss of $5M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$22M
Participants
140
Industry
Agriculture, Forestry & Fishing

What the Filing Says About Wilson Farm Profit Sharing and 401(k) Savings Plan

Wilson Farm Profit Sharing and 401(k) Savings Plan is a 401(k) retirement plan sponsored by Wilson Farm, Inc., headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $22M in total end-of-year assets and covers 140 participants across the Agriculture, Forestry & Fishing industry. The sponsor's EIN on file with the U.S. Department of Labor is 042168717, and the plan has been effective since 1998-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $27M at the beginning of 2022 to $22M at year-end — a decline of 17.8%. Net assets (after liabilities) closed the year at $22M, with reported net income of $-4,724,375 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$27M
Total Assets (End of Year)$22M
Net Assets (End of Year)$22M
Net Income$-4,724,375
Plan Type401(k)
Employer EIN042168717
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wilson Farm, Inc.)

Year Plans Participants Total Assets
2022 1 140 $22M
2023 1 135 $23M
2024 1 135 $22M

Nearby 401(k) Plans in Massachusetts

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Frequently Asked Questions

How much money is in the Wilson Farm Profit Sharing and 401(k) Savings Plan?
As of the 2022 Form 5500 filing, Wilson Farm Profit Sharing and 401(k) Savings Plan holds $22M in total assets with 140 participants. It is sponsored by Wilson Farm, Inc..
What type of plan is Wilson Farm Profit Sharing and 401(k) Savings Plan?
Wilson Farm Profit Sharing and 401(k) Savings Plan is a 401(k) plan. It has been effective since 1998-01-01. The plan is filed with the U.S. Department of Labor under EIN 042168717.
Who sponsors the Wilson Farm Profit Sharing and 401(k) Savings Plan?
Wilson Farm Profit Sharing and 401(k) Savings Plan is sponsored by Wilson Farm, Inc., located in Massachusetts. The sponsor's EIN is 042168717 and the plan operates in the Agriculture, Forestry & Fishing industry.
How did Wilson Farm Profit Sharing and 401(k) Savings Plan perform in 2022?
Wilson Farm Profit Sharing and 401(k) Savings Plan declined by 17.8% during 2022, moving from $27M to $22M in total assets. Net income was $-4,724,375.
Where can I find official filings for Wilson Farm Profit Sharing and 401(k) Savings Plan?
Official Form 5500 filings for Wilson Farm Profit Sharing and 401(k) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042168717 or plan name at efast.dol.gov.
How does Wilson Farm Profit Sharing and 401(k) Savings Plan compare to other plans?
You can compare Wilson Farm Profit Sharing and 401(k) Savings Plan against other 401(k) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 042168717.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.