401(k) · DOL Form 5500 · 2023

Wilkinson, Goeller, Modesitt, Wilkinson & Drummy, 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
20
Participants Small participant base
56th
Percentile by assets National rank
$437,979
Avg per participant High balance/head
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Official DOL plan name: Wilkinson Law Firm 401(k) Plan · Sponsored by Wilkinson, Goeller, Modesitt, Wilkinson & Drummy, · Indiana · Professional & Technical Services

$9M in assets, 20 participants

Wilkinson, Goeller, Modesitt, Wilkinson & Drummy,'s Wilkinson Law Firm 401(k) Plan reported $9M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,019 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Wilkinson Law Firm 401(k) Plan holds $9M for 20 participants - about $437,979 per participant, above the median plan by assets.

#11,019
in Professional & Technical Services (20,321 peers)
+5.2%
assets growth YoY

Wilkinson Law Firm 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wilkinson Law Firm 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,759,571 Top 44% higher than 56% of 127,068 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 2023

Wilkinson Law Firm 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wilkinson Law Firm 401(k) Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wilkinson Law Firm 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $431K in the plan year 2023 filing.
  • Wilkinson Law Firm 401(k) Plan reported participants fell from 24 in the plan year 2022 filing to 20 in the plan year 2023 filing.
  • Wilkinson Law Firm 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 350902122 · Wilkinson, Goeller, Modesitt, Wilkinson & Drummy, PY 2023 · 401(k)

Wilkinson Law Firm 401(k) Plan · $9M · 20 · 56th

  • SCH $9M
  • SCH 20
  • SCH 56th
  • SCH 401(k)
  • SCH near Ambit 401(k) Plan
  • SCH ind #11019

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 Professional & Technical Services retirement plans → · Plans in Indiana →

Wilkinson Law Firm 401(k) Plan in the asset neighbourhood

Wilkinson Law Firm 401(k) PlanWilkinson Law Firm 401(k) Pl…$9MAmbit 401(k) Plan$9MCitizens Bank Group, Inc. Retirement Savings PlanCitizens Bank Group, Inc. Re…$9MValley Wide Beverage Company 401(k) Profit Sharing PlanValley Wide Beverage Company…$9MMaxco Supply, Inc. 401(k) PlanMaxco Supply, Inc. 401(k) Pl…$9M
End-of-year total assets ($M) among Wilkinson Law Firm 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$431K
Employer EIN350902122
Plan Effective Date2002-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wilkinson, Goeller, Modesitt, Wilkinson & Drummy,)

Sponsor-wide plan assets over time

All Wilkinson, Goeller, Modesitt, Wilkinson & Drummy, plans reported in each filing year

Latest sponsor-wide plan assets
$8M 1.921525001545918% vs 2022
2024 filing year
$8.2M$8.4M$8.6M$8.8M$9M 202220232024 $8.33M $8.49M ▲ +1.9%
Year Plans Participants Total Assets
2022 1 24 $8M
2023 1 20 $9M
2024 1 17 $8M

Nearby 401(k) Plans in Indiana

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

Wilkinson Law Firm 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Wilkinson Law Firm 401(k) Plan, Total assets ($B): 0.008759571 · Participants: 20Wilkinson Law Firm 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Wilkinson Law Firm 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Wilkinson Law Firm 401(k) Plan side-by-side with 3 peers →

Wilkinson Law Firm 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Ambit 401(k) Plan in WV ($9M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wilkinson Law Firm 401(k) Plan assets move in 2023? ▼
Wilkinson Law Firm 401(k) Plan grew at a solid clip - up 5.2% during 2023, from $8M to $9M. Reported net income was $431K.
How have Wilkinson, Goeller, Modesitt, Wilkinson & Drummy, plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilkinson, Goeller, Modesitt, Wilkinson & Drummy,'s sponsor-wide assets grew 1.9%, from $8M to $8M.
Which 401(k) plans are similar in size to Wilkinson Law Firm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ambit 401(k) Plan in WV ($9M, 54 participants).
Which 401(k) plans cover a similar participant headcount to Wilkinson Law Firm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 350902122.

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.