Profit Sharing · DOL Form 5500 · 2022

Wilton Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
8
Participants Small participant base
49th
Percentile by assets National rank
$583,785
Avg per participant High balance/head
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Official DOL plan name: Wilton Investments, Inc. Retirement Plan · Sponsored by Wilton Investments, Inc. · Missouri · Transportation & Warehousing

$5M in assets, 8 participants

Wilton Investments, Inc.'s Wilton Investments, Inc. Retirement Plan reported $5M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #1,991 in Transportation & Warehousing (3,876 peers)

Wilton Investments, Inc. multi-year trail

Wilton Investments, Inc.'s plans moved -39.7% in assets from 2022 to 2024; this filing shows Wilton Investments, Inc. Retirement Plan at $5M / 8 participants.

#1,991
in Transportation & Warehousing (3,876 peers)
+19.5%
assets growth YoY

Wilton Investments, Inc. Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Wilton Investments, Inc. Retirement Plan vs every filed plan by assets

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

$4,670,279 49th percentile higher than 49% 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

Wilton Investments, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wilton Investments, Inc. Retirement Plan is a micro filing (8 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 475310271 · Wilton Investments, Inc. PY 2022 · Profit Sharing

Wilton Investments, Inc. Retirement Plan · $5M · 8 · 49th

  • 5500 $5M
  • 5500 8
  • 5500 49th
  • 5500 Profit Sharing
  • 5500 near Deloitte Profit Sharing Plan for Puerto Rico
  • 5500 ind #1991

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 Transportation & Warehousing retirement plans → · Plans in Missouri →

Wilton Investments, Inc. Retirement Plan in the asset neighbourhood

Wilton Investments, Inc. Retirement PlanWilton Investments, Inc. Ret…$5MDeloitte Profit Sharing Plan for Puerto RicoDeloitte Profit Sharing Plan…$5M403(b) Thrift Plan of Philabundance403(b) Thrift Plan of Philab…$5M403(b) Retirement Plan of Mercy403(b) Retirement Plan of Me…$5MMcp Profit Sharing Plan$5M
End-of-year total assets ($M) among Wilton Investments, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Wilton Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wilton Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 39.69899871078366% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $4.67M $2.82M ▼ -39.6%
Year Plans Participants Total Assets
2022 1 8 $5M
2023 1 8 $4M
2024 1 7 $3M

Wilton Investments, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$763K
Employer EIN475310271
Plan Effective Date2015-10-12
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Missouri

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Wilton Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Wilton Investments, Inc. Retirement Plan, Total assets ($B): 0.004670279 · Participants: 8Wilton Investments, Inc. Retirement PlanBoilermakers National Annuity Trust, Total assets ($B): 1.171247772 · Participants: 18584Boilermakers National Annuity TrustProfit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co., Total assets ($B): 0.48981045 · Participants: 4856Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co.I. B. E. W. Local Union No. 124 Annuity Plan, Total assets ($B): 0.3278638 · Participants: 3250I. B. E. W. Local Union No. 124 Annuity PlanPlumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust, Total assets ($B): 0.325358764 · Participants: 3378Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & TrustIron Workers St. Louis District Council Annuity Trust Fund, Total assets ($B): 0.301652557 · Participants: 6869Iron Workers St. Louis District Council Annuity Trust Fund
Wilton Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants
Compare Wilton Investments, Inc. Retirement Plan side-by-side with 3 peers →

Wilton Investments, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Missouri, the nearest Profit Sharing by assets is Deloitte Profit Sharing Plan for Puerto Rico in NY ($5M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Wilton Investments, Inc. Retirement Plan assets move in 2022? ▼
Wilton Investments, Inc. Retirement Plan grew sharply - up 19.5% during 2022, from $4M to $5M. Reported net income was $763K.
How have Wilton Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilton Investments, Inc.'s sponsor-wide assets declined 39.7%, from $5M to $3M.
Which Profit Sharing plans are similar in size to Wilton Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Deloitte Profit Sharing Plan for Puerto Rico in NY ($5M, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Wilton Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $327K 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 475310271.

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.