401(k) · DOL Form 5500 · 2022

Wilberts Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
126
Participants Small participant base
57th
Percentile by assets National rank
$54,414
Avg per participant Low balance/head
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Official DOL plan name: Wilberts Inc.401(k) Plan · Sponsored by Wilberts Inc. · New York · Wholesale Trade

$7M in assets, 126 participants

Wilberts Inc.'s Wilberts Inc.401(k) Plan reported $7M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,184 in Wholesale Trade (6,843 peers)

Coverage in New York

Wilberts Inc.401(k) Plan covers 126 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $7M.

#3,184
in Wholesale Trade (6,843 peers)
-8.4%
assets change YoY

The plan reported a net loss of $628K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wilberts Inc.401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Wilberts Inc.401(k) Plan vs every filed plan by assets

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

$6,856,140 Top 43% higher than 57% 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

Wilberts Inc.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. Wilberts Inc.401(k) Plan sits mid-pack in the medium band (126 participants).

DOL schedule card

Filing strip 161462160 · Wilberts Inc. PY 2022 · 401(k)

Wilberts Inc.401(k) Plan · $7M · 126 · 57th

  • ASSETS $7M
  • ASSETS 126
  • ASSETS 57th
  • ASSETS 401(k)
  • ASSETS near Campbell Tractor and Implement 401(k) Plan
  • ASSETS ind #3184

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 Wholesale Trade retirement plans → · Plans in New York →

Wilberts Inc.401(k) Plan in the asset neighbourhood

Wilberts Inc.401(k) Plan$7MCampbell Tractor and Implement 401(k) PlanCampbell Tractor and Impleme…$7MAem, Inc. 401(k) Savings Plan$7MCentrex Distributors, Inc. Union Employees' 401(k) PlanCentrex Distributors, Inc. U…$7MHouston Physician Hospital Employees Savings PlanHouston Physician Hospital E…$7M
End-of-year total assets ($M) among Wilberts Inc.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)$7M
Net Assets (End of Year)$7M
Net Income-$628K
Employer EIN161462160
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wilberts Inc.)

Sponsor-wide plan assets over time

All Wilberts Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 74.54550227970842% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $6.86M $12M ▲ +74.5%
Year Plans Participants Total Assets
2022 1 126 $7M
2023 1 152 $9M
2024 1 172 $12M

Nearby 401(k) Plans in New York

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

Wilberts Inc.401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Wilberts Inc.401(k) Plan, Total assets ($B): 0.00685614 · Participants: 126Wilberts Inc.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
Wilberts Inc.401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Wilberts Inc.401(k) Plan side-by-side with 3 peers →

Wilberts Inc.401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Campbell Tractor and Implement 401(k) Plan in ID ($7M); by covered participants it is Texas Citizens Bank, N. a. 401(k) Plan in TX (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Wilberts Inc.401(k) Plan assets move in 2022? ▼
Wilberts Inc.401(k) Plan pulled back noticeably - down 8.4% during 2022, from $7M to $7M. Reported net income was -$628K.
How have Wilberts Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilberts Inc.'s sponsor-wide assets grew 74.5%, from $7M to $12M.
Which 401(k) plans are similar in size to Wilberts Inc.401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Campbell Tractor and Implement 401(k) Plan in ID ($7M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Wilberts Inc.401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Citizens Bank, N. a. 401(k) Plan in TX (126 participants, N/A 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 161462160.

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.