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

Wilkin & Guttenplan, P.C. 401(k) Plan

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

Sponsored by Wilkin & Guttenplan, P.C. · New Jersey · Professional & Technical Services

What the 2023 filing shows

Wilkin & Guttenplan, P.C. 401(k) Plan holds $26M for 113 participants — about $225,764 per participant, down 16.8% over the 2022 plan year.

$26M
total plan assets (2022 EOY)
113
covered participants
$225,764
avg assets per participant
-16.8%
assets change YoY

The plan reported a net loss of $5M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$26M
Participants
113
State
Industry
Professional & Technical Services

What the Filing Says About Wilkin & Guttenplan, P.C. 401(k) Plan

Wilkin & Guttenplan, P.C. 401(k) Plan is a 401(k) retirement plan sponsored by Wilkin & Guttenplan, P.C., headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $26M in total end-of-year assets and covers 113 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 222612018, and the plan has been effective since 1988-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $31M at the beginning of 2022 to $26M at year-end — a decline of 16.8%. Net assets (after liabilities) closed the year at $26M, with reported net income of $-5,149,680 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 2 prior plan-year filings 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)$31M
Total Assets (End of Year)$26M
Net Assets (End of Year)$26M
Net Income$-5,149,680
Plan Type401(k)
Employer EIN222612018
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wilkin & Guttenplan, P.C.)

Year Plans Participants Total Assets
2022 2 113 $26M
2023 2 133 $30M
2024 2 133 $36M

Nearby 401(k) Plans in New Jersey

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

Frequently Asked Questions

How much money is in the Wilkin & Guttenplan, P.C. 401(k) Plan?
As of the 2022 Form 5500 filing, Wilkin & Guttenplan, P.C. 401(k) Plan holds $26M in total assets with 113 participants. It is sponsored by Wilkin & Guttenplan, P.C..
What type of plan is Wilkin & Guttenplan, P.C. 401(k) Plan?
Wilkin & Guttenplan, P.C. 401(k) Plan is a 401(k) plan. It has been effective since 1988-01-01. The plan is filed with the U.S. Department of Labor under EIN 222612018.
Who sponsors the Wilkin & Guttenplan, P.C. 401(k) Plan?
Wilkin & Guttenplan, P.C. 401(k) Plan is sponsored by Wilkin & Guttenplan, P.C., located in New Jersey. The sponsor's EIN is 222612018 and the plan operates in the Professional & Technical Services industry.
How did Wilkin & Guttenplan, P.C. 401(k) Plan perform in 2022?
Wilkin & Guttenplan, P.C. 401(k) Plan declined by 16.8% during 2022, moving from $31M to $26M in total assets. Net income was $-5,149,680.
Where can I find official filings for Wilkin & Guttenplan, P.C. 401(k) Plan?
Official Form 5500 filings for Wilkin & Guttenplan, P.C. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 222612018 or plan name at efast.dol.gov.
How does Wilkin & Guttenplan, P.C. 401(k) Plan compare to other plans?
You can compare Wilkin & Guttenplan, P.C. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in New Jersey 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 222612018.

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.