401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$325M
Total assets Above avg plan size
2,898
Participants Above avg headcount
97th
Percentile by assets National rank
$112,044
Avg per participant Below avg balance/head
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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.

  • #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.

#6,712
in Wholesale Trade (6,843 peers)
-17.9%
assets change YoY
3.3×
vs typical plan assets (national mean)

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.

Wilbur-Ellis 401(k) Plan's outsized position 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 $2,050,000,000 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

Wilbur-Ellis 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wilbur-Ellis 401(k) Plan lands in the large band (2,898 participants).

Published 5500 schedule card

Filing strip 462652182 · Wilbur-Ellis Holdings, Inc. PY 2022 · 401(k)

Wilbur-Ellis 401(k) Plan · $325M · 2,898 · 97th

  • PCT $325M
  • PCT 2,898
  • PCT 97th
  • PCT 401(k)
  • PCT near Adtran, Inc. 401(k) Retirement Plan
  • PCT ind #6712

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 California →

Wilbur-Ellis 401(k) Plan in the asset neighbourhood

Msa Retirement Savings Plan$325MWilbur-Ellis 401(k) Plan$325MAdtran, Inc. 401(k) Retirement PlanAdtran, Inc. 401(k) Retireme…$325MProassurance Group Savings and Retirement PlanProassurance Group Savings a…$325MArdagh North America Bargaining 401(k) PlanArdagh North America Bargain…$325M
End-of-year total assets ($M) among Wilbur-Ellis 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Wilbur-Ellis Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$577M 8.505933948258676% vs 2022
2024 filing year
$560M$580M$600M$620M$640M 202220232024 $630M $577M ▼ -8.5%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -1001020304050 Total assets ($B) Participants Wilbur-Ellis 401(k) Plan, Total assets ($B): 0.32470224 · Participants: 2898Wilbur-Ellis 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Wilbur-Ellis 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wilbur-Ellis 401(k) Plan side-by-side with 3 peers →

Wilbur-Ellis 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Adtran, Inc. 401(k) Retirement Plan in AL ($325M); by covered participants it is Kaplan Development 401(k) Plan in NY (2,898 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($325M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,898 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 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).
Which 401(k) plans cover a similar participant headcount to Wilbur-Ellis 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaplan Development 401(k) Plan in NY (2,898 participants, $3M 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 462652182.

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.