401(k) · DOL Form 5500 · 2022

Wilkes & Mchugh, PA 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
87
Participants Small participant base
73rd
Percentile by assets National rank
$176,211
Avg per participant Above avg balance/head
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Official DOL plan name: Wilkes & Associates, PA 401(k) Plan · Sponsored by Wilkes & Mchugh, PA · Florida · Professional & Technical Services

$15M in assets, 87 participants

Wilkes & Mchugh, PA's Wilkes & Associates, PA 401(k) Plan reported $15M in total assets and 87 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #15,640 in Professional & Technical Services (21,562 peers)

Wilkes & Mchugh, PA multi-year trail

Wilkes & Mchugh, PA's plans moved -17.1% in assets from 2022 to 2023; this filing shows Wilkes & Associates, PA 401(k) Plan at $15M / 87 participants.

#15,640
in Professional & Technical Services (21,562 peers)
-27.6%
assets change YoY

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wilkes & Associates, PA 401(k) Plan's outsized position by total assets

Wilkes & Associates, PA 401(k) Plan vs every filed plan by assets

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

$15,330,370 Top 27% higher than 73% 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

Wilkes & Associates, PA 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. Wilkes & Associates, PA 401(k) Plan is a small filing (87 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 593340923 · Wilkes & Mchugh, PA PY 2022 · 401(k)

Wilkes & Associates, PA 401(k) Plan · $15M · 87 · 73rd

  • BOOK $15M
  • VS-ST 87
  • BOY 73rd
  • SCH 401(k)
  • EBSA near William T. Gardner, Inc. Profit Sharing Plan
  • PART ind #15640

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 Florida →

Wilkes & Associates, PA 401(k) Plan in the asset neighbourhood

Wilkes & Associates, PA 401(k) PlanWilkes & Associates, PA 401(…$15MWilliam T. Gardner, Inc. Profit Sharing PlanWilliam T. Gardner, Inc. Pro…$15MGates Automotive Group Ees Retirement PlanGates Automotive Group Ees R…$15MAmerican Radio Television 401(k) PlanAmerican Radio Television 40…$15MOffset Paperback Mfrs., Inc. Union Employee 401(k) PlanOffset Paperback Mfrs., Inc.…$15M
End-of-year total assets ($M) among Wilkes & Associates, PA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wilkes & Mchugh, PA multi-year asset trail

Sponsor-wide plan assets over time

All Wilkes & Mchugh, PA plans reported in each filing year

Latest sponsor-wide plan assets
$13M 17.101942092721835% vs 2022
2023 filing year
$12M$13M$14M$15M$16M 20222023 $15.3M $12.7M ▼ -17.1%
Year Plans Participants Total Assets
2022 1 87 $15M
2023 1 51 $13M

Wilkes & Mchugh, PA filing trail (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$15M
Net Income-$6M
Employer EIN593340923
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Wilkes & Associates, PA 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Wilkes & Associates, PA 401(k) Plan, Total assets ($B): 0.01533037 · Participants: 87Wilkes & Associates, PA 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Wilkes & Associates, PA 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Wilkes & Associates, PA 401(k) Plan side-by-side with 3 peers →

Wilkes & Associates, PA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is William T. Gardner, Inc. Profit Sharing Plan in ME ($15M); by covered participants it is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Wilkes & Associates, PA 401(k) Plan assets move in 2022? ▼
Wilkes & Associates, PA 401(k) Plan declined sharply - down 27.6% during 2022, from $21M to $15M. Reported net income was -$6M.
How have Wilkes & Mchugh, PA plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Wilkes & Mchugh, PA's sponsor-wide assets declined 17.1%, from $15M to $13M.
Which 401(k) plans are similar in size to Wilkes & Associates, PA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is William T. Gardner, Inc. Profit Sharing Plan in ME ($15M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Wilkes & Associates, PA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (87 participants, $3M 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 593340923.

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.