401(k) · DOL Form 5500 · 2022

Wilmorite Management Group, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
120
Participants Small participant base
79th
Percentile by assets National rank
$193,856
Avg per participant Above avg balance/head
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Official DOL plan name: Wilmorite Management Group, LLC 401(k) Plan · Sponsored by Wilmorite Management Group, LLC · New York · Real Estate

$23M in assets, 120 participants

Wilmorite Management Group, LLC's Wilmorite Management Group, LLC 401(k) Plan reported $23M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,587 in Real Estate (5,057 peers)

Coverage in New York

Wilmorite Management Group, LLC 401(k) Plan covers 120 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $23M.

#4,587
in Real Estate (5,057 peers)
-5.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Wilmorite Management Group, LLC 401(k) Plan's outsized position by total assets

Wilmorite Management Group, LLC 401(k) Plan vs every filed plan by assets

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

$23,262,718 Top 21% higher than 79% 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

Wilmorite Management Group, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wilmorite Management Group, LLC 401(k) Plan sits mid-pack in the medium band (120 participants).

Form 5500 schedule snapshot

Filing strip 202391875 · Wilmorite Management Group, LLC PY 2022 · 401(k)

Wilmorite Management Group, LLC 401(k) Plan · $23M · 120 · 79th

  • EBSA $23M
  • PART 120
  • TYPE 79th
  • NET 401(k)
  • BOOK near Aus, Inc. Thrift Savings Plan
  • VS-ST ind #4587

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 Real Estate retirement plans → · Plans in New York →

Wilmorite Management Group, LLC 401(k) Plan in the asset neighbourhood

Wilmorite Management Group, LLC 401(k) PlanWilmorite Management Group, …$23MAus, Inc. Thrift Savings Plan$23MRotating Machinery Services, Inc. 401(k) P/S PlanRotating Machinery Services,…$23MTotalmed Staffing, Inc. 401(k) Profit Sharing Plan and TrustTotalmed Staffing, Inc. 401(…$23MClark, Partington, Hart & Hart Employees Profit Sharing Plan & TrustClark, Partington, Hart & Ha…$23M
End-of-year total assets ($M) among Wilmorite Management Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$21M
Net Income-$3M
Employer EIN202391875
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wilmorite Management Group, LLC)

Sponsor-wide plan assets over time

All Wilmorite Management Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 8.940825401399785% vs 2022
2024 filing year
$19M$20M$21M$22M$23M$24M 202220232024 $23.3M $21.2M ▼ -8.9%
Year Plans Participants Total Assets
2022 1 120 $23M
2023 1 113 $20M
2024 1 123 $21M

Nearby 401(k) Plans in New York

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

Wilmorite Management Group, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Wilmorite Management Group, LLC 401(k) Plan, Total assets ($B): 0.023262718 · Participants: 120Wilmorite Management Group, LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Wilmorite Management Group, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Wilmorite Management Group, LLC 401(k) Plan side-by-side with 3 peers →

Wilmorite Management Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Aus, Inc. Thrift Savings Plan in NJ ($23M); by covered participants it is Newco Distributors, Inc. Retirement Plan in CA (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Wilmorite Management Group, LLC 401(k) Plan assets move in 2022? ▼
Wilmorite Management Group, LLC 401(k) Plan pulled back noticeably - down 5.1% during 2022, from $25M to $23M. Reported net income was -$3M.
How have Wilmorite Management Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilmorite Management Group, LLC's sponsor-wide assets declined 8.9%, from $23M to $21M.
Where does Wilmorite Management Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Wilmorite Management Group, LLC 401(k) Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wilmorite Management Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aus, Inc. Thrift Savings Plan in NJ ($23M, 358 participants).
Which 401(k) plans cover a similar participant headcount to Wilmorite Management Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Newco Distributors, Inc. Retirement Plan in CA (120 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 202391875.

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.