Defined Benefit (Pension) · DOL Form 5500 · 2022

Wilbur-Ellis Holdings, Inc. Pension Plan

Data updated 2026-08-25

$306M
Total assets Above avg plan size
2,354
Participants Above avg headcount
97th
Percentile by assets National rank
$129,896
Avg per participant Near avg balance/head
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Official DOL plan name: Wilbur-Ellis Retirement Plan · Sponsored by Wilbur-Ellis Holdings, Inc. · California · Wholesale Trade

$306M in assets, 2,354 participants

Wilbur-Ellis Holdings, Inc.'s Wilbur-Ellis Retirement Plan reported $306M in total assets and 2,354 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.

  • #6,703 in Wholesale Trade (6,843 peers)

Coverage in California

Wilbur-Ellis Retirement Plan covers 2,354 participants in California, 3.7x the typical California plan (state average ~630 per filing). Assets: $306M.

#6,703
in Wholesale Trade (6,843 peers)
-14.9%
assets change YoY
3.1×
vs typical plan assets (national mean)

The plan reported a net loss of $54M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wilbur-Ellis Retirement Plan's outsized position by total assets

Wilbur-Ellis Retirement Plan vs every filed plan by assets

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

$305,774,946 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 Retirement 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 Retirement Plan lands in the large band (2,354 participants).

DOL schedule card

Filing strip 462652182 · Wilbur-Ellis Holdings, Inc. PY 2022 · Defined Benefit (Pension)

Wilbur-Ellis Retirement Plan · $306M · 2,354 · 97th

  • EBSA $306M
  • PART 2,354
  • TYPE 97th
  • NET Defined Benefit (Pension)
  • BOOK near Ri Laborers Pension Fund
  • VS-ST ind #6703

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 Retirement Plan in the asset neighbourhood

Hubbell Incorporated Retirement Plan for Salaried and Hourly EmployeesHubbell Incorporated Retirem…$307MNortheast Georgia Health System, Inc. and Affiliated Companies Pension PlanNortheast Georgia Health Sys…$307MProtective Life Corporation Pension PlanProtective Life Corporation …$307MWilbur-Ellis Retirement Plan$306MRi Laborers Pension Fund$306M
End-of-year total assets ($M) among Wilbur-Ellis Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$360M
Net Assets (End of Year)$306M
Net Income-$54M
Employer EIN462652182
Plan Effective Date1941-10-01
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 Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Wilbur-Ellis Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Wilbur-Ellis Retirement Plan, Total assets ($B): 0.305774946 · Participants: 2354Wilbur-Ellis Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Wilbur-Ellis Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Wilbur-Ellis Retirement Plan side-by-side with 3 peers →

Wilbur-Ellis Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Ri Laborers Pension Fund in RI ($306M); by covered participants it is District No. 9 International Association of Machin Aerospace Workers Pension Plan in MO (2,356 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,354 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 Retirement Plan assets move in 2022? ▼
Wilbur-Ellis Retirement Plan pulled back noticeably - down 14.9% during 2022, from $360M to $306M. Reported net income was -$54M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
Wilbur-Ellis Retirement 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 Defined Benefit (Pension) plans are similar in size to Wilbur-Ellis Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ri Laborers Pension Fund in RI ($306M, 1,489 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Wilbur-Ellis Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is District No. 9 International Association of Machin Aerospace Workers Pension Plan in MO (2,356 participants, $696M 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.