401(k) · DOL Form 5500 · 2022

Wilbur-Ellis Holdings, Inc. 401(k) Plan

Data updated 2026-08-11

$325M
Total assets
2,898
Participants
97th
Percentile by assets
$112,044
Avg per participant
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Official DOL plan name: Wilbur-Ellis 401(k) Plan · Sponsored by Wilbur-Ellis Holdings, Inc. · California · Wholesale Trade

$325M in assets, 2,898 participants

Wilbur-Ellis Holdings, Inc.'s Wilbur-Ellis 401(k) Plan reported $325M in total assets and 2,898 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 139,126 plans)
  • #6,712 in Wholesale Trade (6,843 peers)

Coverage in California

Wilbur-Ellis 401(k) Plan covers 2,898 participants in California, 4.6x the typical California plan (state average ~630 per filing). Assets: $325M.

$325M
total plan assets (2022 EOY)
2,898
covered participants
97th
percentile by assets (of 139,126 plans)
$112,044
avg assets per participant

The plan reported a net loss of $71M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Wilbur-Ellis 401(k) Plan sits by total assets

Wilbur-Ellis 401(k) Plan vs every filed plan by assets

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

$324,702,240 Top 3% higher than 97% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Industry

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Wilbur-Ellis 401(k) Plan reports 2,898 participants - 4.6x that state average ($325M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$396M
Net Assets (End of Year)$325M
Net Income-$71M
Employer EIN462652182
Plan Effective Date1946-06-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Wilbur-Ellis Holdings, Inc.)

$560M$580M$600M$620M$640M 202220232024 $630M $577M ▼ -8.5%
Total plan assets by year, all Wilbur-Ellis Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 2 5,252 $630M
2023 2 5,698 $617M
2024 2 5,394 $577M

Nearby 401(k) Plans in California

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

Wilbur-Ellis 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wilbur-Ellis 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -1001020304050 Total assets ($B) Participants Wilbur-Ellis 401(k) …Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Chevron Employee Sav…Intel 401(k) Savings…
Wilbur-Ellis 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wilbur-Ellis 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Wilbur-Ellis 401(k) Plan assets move in 2022?
Wilbur-Ellis 401(k) Plan declined sharply - down 17.9% during 2022, from $396M to $325M. Reported net income was -$71M.
How have Wilbur-Ellis Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Wilbur-Ellis Holdings, Inc.'s sponsor-wide assets declined 8.5%, from $630M to $577M.
Where does Wilbur-Ellis 401(k) Plan rank by assets among Form 5500 filers?
Wilbur-Ellis 401(k) Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Wilbur-Ellis 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Adtran, Inc. 401(k) Retirement Plan in AL ($325M, 1,042 participants).

Filing takeaways

Ways to act on Wilbur-Ellis 401(k) Plan's numbers.