401(k) · DOL Form 5500 · 2022

Daniel Martin, Inc. Dba Wilkie Lexus 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
150
Participants Small participant base
71st
Percentile by assets National rank
$91,333
Avg per participant Below avg balance/head
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Official DOL plan name: Wilkie Lexus 401(k) Profit Sharing Plan · Sponsored by Daniel Martin, Inc. Dba Wilkie Lexus · Pennsylvania · Retail Trade

$14M in assets, 150 participants

Daniel Martin, Inc. Dba Wilkie Lexus's Wilkie Lexus 401(k) Profit Sharing Plan reported $14M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #7,753 in Retail Trade (9,519 peers)

Coverage in Pennsylvania

Wilkie Lexus 401(k) Profit Sharing Plan covers 150 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $14M.

#7,753
in Retail Trade (9,519 peers)
-15.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wilkie Lexus 401(k) Profit Sharing Plan's outsized position by total assets

Wilkie Lexus 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,700,023 Top 29% higher than 71% 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

Wilkie Lexus 401(k) Profit Sharing 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. Wilkie Lexus 401(k) Profit Sharing Plan sits mid-pack in the medium band (150 participants).

Plan-year Form 5500 strip

Filing strip 232565019 · Daniel Martin, Inc. Dba Wilkie Lexus PY 2022 · 401(k)

Wilkie Lexus 401(k) Profit Sharing Plan · $14M · 150 · 71st

  • PART $14M
  • TYPE 150
  • NET 71st
  • BOOK 401(k)
  • VS-ST near Gruss 401(k) Plan
  • BOY ind #7753

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 Retail Trade retirement plans → · Plans in Pennsylvania →

Wilkie Lexus 401(k) Profit Sharing Plan in the asset neighbourhood

Wilkie Lexus 401(k) Profit Sharing PlanWilkie Lexus 401(k) Profit S…$14MGruss 401(k) Plan$14MThe Mast General Store, Inc. 401(k) Retirement PlanThe Mast General Store, Inc.…$14MConcept Plus, LLC 401(k) Plan$14MCharles H. Greenthal Group Employees Savings PlanCharles H. Greenthal Group E…$14M
End-of-year total assets ($M) among Wilkie Lexus 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN232565019
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Daniel Martin, Inc. Dba Wilkie Lexus)

Sponsor-wide plan assets over time

All Daniel Martin, Inc. Dba Wilkie Lexus plans reported in each filing year

Latest sponsor-wide plan assets
$18M 32.78575517719934% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.7M $18.2M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 150 $14M
2023 1 141 $17M
2024 1 138 $18M

Nearby 401(k) Plans in Pennsylvania

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

Wilkie Lexus 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Wilkie Lexus 401(k) Profit Sharing Plan, Total assets ($B): 0.013700023 · Participants: 150Wilkie Lexus 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Wilkie Lexus 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Wilkie Lexus 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wilkie Lexus 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Gruss 401(k) Plan in FL ($14M); by covered participants it is American Office 401(k) Retirement Savings Plan in MD (150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Wilkie Lexus 401(k) Profit Sharing Plan assets move in 2022? ▼
Wilkie Lexus 401(k) Profit Sharing Plan declined sharply - down 15.3% during 2022, from $16M to $14M. Reported net income was -$2M.
How have Daniel Martin, Inc. Dba Wilkie Lexus plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Daniel Martin, Inc. Dba Wilkie Lexus's sponsor-wide assets grew 32.8%, from $14M to $18M.
Which 401(k) plans are similar in size to Wilkie Lexus 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gruss 401(k) Plan in FL ($14M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Wilkie Lexus 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Office 401(k) Retirement Savings Plan in MD (150 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 232565019.

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.