401(k) · DOL Form 5500 · 2022

Wilson Lewis, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
37
Participants Small participant base
51st
Percentile by assets National rank
$136,331
Avg per participant Near avg balance/head
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Official DOL plan name: Wilson Lewis, LLC Safe Harbor 401(k) Plan · Sponsored by Wilson Lewis, LLC · Georgia · Professional & Technical Services

$5M in assets, 37 participants

Wilson Lewis, LLC's Wilson Lewis, LLC Safe Harbor 401(k) Plan reported $5M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,476 in Professional & Technical Services (21,562 peers)

Wilson Lewis, LLC multi-year trail

Wilson Lewis, LLC's plans moved +29.7% in assets from 2022 to 2023; this filing shows Wilson Lewis, LLC Safe Harbor 401(k) Plan at $5M / 37 participants.

#10,476
in Professional & Technical Services (21,562 peers)
-19.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wilson Lewis, LLC Safe Harbor 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wilson Lewis, LLC Safe Harbor 401(k) Plan vs every filed plan by assets

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

$5,044,234 Top 49% higher than 51% 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

Wilson Lewis, LLC Safe Harbor 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. Wilson Lewis, LLC Safe Harbor 401(k) Plan is a small filing (37 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 582466648 · Wilson Lewis, LLC PY 2022 · 401(k)

Wilson Lewis, LLC Safe Harbor 401(k) Plan · $5M · 37 · 51st

  • SCH $5M
  • SCH 37
  • SCH 51st
  • SCH 401(k)
  • SCH near A & N Corporation 401(k) Profit Sharing Plan
  • SCH ind #10476

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 Georgia →

Wilson Lewis, LLC Safe Harbor 401(k) Plan in the asset neighbourhood

Wilson Lewis, LLC Safe Harbor 401(k) PlanWilson Lewis, LLC Safe Harbo…$5MA & N Corporation 401(k) Profit Sharing PlanA & N Corporation 401(k) Pro…$5MFlexpak Safe Harbor 401(k) PlanFlexpak Safe Harbor 401(k) P…$5MU.S. Cad 401(k) Plan$5MShippers Automotive Group 401(k) PlanShippers Automotive Group 40…$5M
End-of-year total assets ($M) among Wilson Lewis, LLC Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wilson Lewis, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Wilson Lewis, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 29.66404809927533% vs 2022
2023 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 20222023 $5.04M $6.54M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 37 $5M
2023 1 47 $7M

Wilson Lewis, LLC filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN582466648
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Wilson Lewis, LLC Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Wilson Lewis, LLC Safe Harbor 401(k) Plan, Total assets ($B): 0.005044234 · Participants: 37Wilson Lewis, LLC Safe Harbor 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Wilson Lewis, LLC Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Wilson Lewis, LLC Safe Harbor 401(k) Plan side-by-side with 3 peers →

Wilson Lewis, LLC Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is A & N Corporation 401(k) Profit Sharing Plan in FL ($5M); by covered participants it is Parham LLC Safe Harbor 401(k) Plan in TN (37 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 (37 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 Wilson Lewis, LLC Safe Harbor 401(k) Plan assets move in 2022? ▼
Wilson Lewis, LLC Safe Harbor 401(k) Plan declined sharply - down 19.4% during 2022, from $6M to $5M. Reported net income was -$1M.
How have Wilson Lewis, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Wilson Lewis, LLC's sponsor-wide assets grew 29.7%, from $5M to $7M.
Which 401(k) plans are similar in size to Wilson Lewis, LLC Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is A & N Corporation 401(k) Profit Sharing Plan in FL ($5M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Wilson Lewis, LLC Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Parham LLC Safe Harbor 401(k) Plan in TN (37 participants, $438K 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 582466648.

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.