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

Wilbert, Inc. 401(k) Retirement Savings Plan

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

Sponsored by Wilbert, Inc. · North Carolina · Manufacturing

What the 2023 filing shows

Wilbert, Inc. 401(k) Retirement Savings Plan holds $29M for 674 participants — about $43,476 per participant, down 27.9% over the 2022 plan year.

$29M
total plan assets (2022 EOY)
674
covered participants
$43,476
avg assets per participant
-27.9%
assets change YoY

The plan reported a net loss of $11M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$29M
Participants
674
Industry
Manufacturing

What the Filing Says About Wilbert, Inc. 401(k) Retirement Savings Plan

Wilbert, Inc. 401(k) Retirement Savings Plan is a 401(k) retirement plan sponsored by Wilbert, Inc., headquartered in North Carolina. As of the 2022 Form 5500 filing, the plan reports $29M in total end-of-year assets and covers 674 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 361178800, and the plan has been effective since 1991-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $41M at the beginning of 2022 to $29M at year-end — a decline of 27.9%. Net assets (after liabilities) closed the year at $29M, with reported net income of $-11,313,531 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 1 prior plan-year filing 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)$41M
Total Assets (End of Year)$29M
Net Assets (End of Year)$29M
Net Income$-11,313,531
Plan Type401(k)
Employer EIN361178800
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wilbert, Inc.)

Year Plans Participants Total Assets
2022 1 674 $29M
2023 1 632 N/A

Nearby 401(k) Plans in North Carolina

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Frequently Asked Questions

How much money is in the Wilbert, Inc. 401(k) Retirement Savings Plan?
As of the 2022 Form 5500 filing, Wilbert, Inc. 401(k) Retirement Savings Plan holds $29M in total assets with 674 participants. It is sponsored by Wilbert, Inc..
What type of plan is Wilbert, Inc. 401(k) Retirement Savings Plan?
Wilbert, Inc. 401(k) Retirement Savings Plan is a 401(k) plan. It has been effective since 1991-01-01. The plan is filed with the U.S. Department of Labor under EIN 361178800.
Who sponsors the Wilbert, Inc. 401(k) Retirement Savings Plan?
Wilbert, Inc. 401(k) Retirement Savings Plan is sponsored by Wilbert, Inc., located in North Carolina. The sponsor's EIN is 361178800 and the plan operates in the Manufacturing industry.
How did Wilbert, Inc. 401(k) Retirement Savings Plan perform in 2022?
Wilbert, Inc. 401(k) Retirement Savings Plan declined by 27.9% during 2022, moving from $41M to $29M in total assets. Net income was $-11,313,531.
Where can I find official filings for Wilbert, Inc. 401(k) Retirement Savings Plan?
Official Form 5500 filings for Wilbert, Inc. 401(k) Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 361178800 or plan name at efast.dol.gov.
How does Wilbert, Inc. 401(k) Retirement Savings Plan compare to other plans?
You can compare Wilbert, Inc. 401(k) Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in North Carolina 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 361178800.

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.