401(k) · DOL Form 5500 · 2022
S.G. Wilkerson & Sons, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $341,511
- Avg per participant High balance/head
Official DOL plan name: S.G. Wilkerson & Sons, Inc. 401(k)/Profit Sharing Plan · Sponsored by S.G. Wilkerson & Sons, Inc. · North Carolina · Other Services
$8M in assets, 24 participants
S.G. Wilkerson & Sons, Inc.'s S.G. Wilkerson & Sons, Inc. 401(k)/Profit Sharing Plan reported $8M in total assets and 24 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #6,468 in Other Services (8,398 peers)
2022 asset change
S.G. Wilkerson & Sons, Inc. 401(k)/Profit Sharing Plan grew at a solid clip 13.6% in 2022 ($7M → $8M) for 24 participants.
- #6,468
- in Other Services (8,398 peers)
- +13.6%
- assets growth YoY
S.G. Wilkerson & Sons, Inc. 401(k)/Profit Sharing Plan's mid-pack asset rank among Other Services and all filers
S.G. Wilkerson & Sons, Inc. 401(k)/Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,196,273 Top 39% higher than 61% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
S.G. Wilkerson & Sons, Inc. 401(k)/Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S.G. Wilkerson & Sons, Inc. 401(k)/Profit Sharing Plan is a small filing (24 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 560746145 · S.G. Wilkerson & Sons, Inc. PY 2022 · 401(k)
S.G. Wilkerson & Sons, Inc. 401(k)/Profit Sharing Plan · $8M · 24 · 61st
- IND $8M
- IND 24
- IND 61st
- IND 401(k)
- IND near Welding Technology Corp 401(k) Savings Plan and Trust
- IND ind #6468
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 Other Services retirement plans → · Plans in North Carolina →
S.G. Wilkerson & Sons, Inc. 401(k)/Profit Sharing Plan in the asset neighbourhood
S.G. Wilkerson & Sons, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All S.G. Wilkerson & Sons, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 3.691909725310516% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $8M |
| 2023 | 1 | 25 | $8M |
| 2024 | 1 | 24 | $8M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $980K |
| Employer EIN | 560746145 |
| Plan Effective Date | 2003-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
S.G. Wilkerson & Sons, Inc. 401(k)/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Welding Technology Corp 401(k) Savings Plan and Trust in MI ($8M); by covered participants it is Storybook Homes, LLC 401(k) Plan in NV (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (24 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.