401(k) · DOL Form 5500 · 2023

The Wilkes Firm, P.a. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
51
Participants Small participant base
64th
Percentile by assets National rank
$249,188
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wilkes & Associates, PA 401(k) Plan · Sponsored by The Wilkes Firm, P.a. · Florida · Professional & Technical Services

$13M in assets, 51 participants

The Wilkes Firm, P.a.'s Wilkes & Associates, PA 401(k) Plan reported $13M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,779 in Professional & Technical Services (20,321 peers)

The Wilkes Firm, P.a. multi-year trail

The Wilkes Firm, P.a.'s plans moved -17.1% in assets from 2022 to 2023; this filing shows Wilkes & Associates, PA 401(k) Plan at $13M / 51 participants.

#12,779
in Professional & Technical Services (20,321 peers)
-17.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wilkes & Associates, PA 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wilkes & Associates, PA 401(k) Plan vs every filed plan by assets

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

$12,708,579 Top 36% higher than 64% 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

Wilkes & Associates, PA 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. Wilkes & Associates, PA 401(k) Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wilkes & Associates, PA 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Wilkes & Associates, PA 401(k) Plan reported participants fell from 87 in the plan year 2022 filing to 51 in the plan year 2023 filing.
  • Wilkes & Associates, PA 401(k) Plan end-of-year assets fell from $15M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 593340923 · The Wilkes Firm, P.a. PY 2023 · 401(k)

Wilkes & Associates, PA 401(k) Plan · $13M · 51 · 64th

  • PART $13M
  • TYPE 51
  • NET 64th
  • BOOK 401(k)
  • VS-ST near Southern Wisconsin Emergency Associates Profit Sharing Plan
  • BOY ind #12779

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 Florida →

Wilkes & Associates, PA 401(k) Plan in the asset neighbourhood

Wilkes & Associates, PA 401(k) PlanWilkes & Associates, PA 401(…$13MSouthern Wisconsin Emergency Associates Profit Sharing PlanSouthern Wisconsin Emergency…$13MStructured Communication Systems 401(k) PlanStructured Communication Sys…$13MSintec Media, Inc. 401(k) PlanSintec Media, Inc. 401(k) Pl…$13MTrident Construction Resource Management Profit Sharing PlanTrident Construction Resourc…$13M
End-of-year total assets ($M) among Wilkes & Associates, PA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Wilkes Firm, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All The Wilkes Firm, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 17.101942092721835% vs 2022
2023 filing year
$12M$13M$14M$15M$16M 20222023 $15.3M $12.7M ▼ -17.1%
Year Plans Participants Total Assets
2022 1 87 $15M
2023 1 51 $13M

The Wilkes Firm, P.a. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN593340923
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Wilkes & Associates, PA 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Wilkes & Associates, PA 401(k) Plan, Total assets ($B): 0.012708579 · Participants: 51Wilkes & Associates, PA 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Wilkes & Associates, PA 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Wilkes & Associates, PA 401(k) Plan side-by-side with 3 peers →

Wilkes & Associates, PA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Southern Wisconsin Emergency Associates Profit Sharing Plan in IL ($13M); by covered participants it is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Wilkes & Associates, PA 401(k) Plan assets move in 2023? ▼
Wilkes & Associates, PA 401(k) Plan declined sharply - down 17.1% during 2023, from $15M to $13M. Reported net income was -$3M.
How have The Wilkes Firm, P.a. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The Wilkes Firm, P.a.'s sponsor-wide assets declined 17.1%, from $15M to $13M.
Which 401(k) plans are similar in size to Wilkes & Associates, PA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southern Wisconsin Emergency Associates Profit Sharing Plan in IL ($13M, 31 participants).
Which 401(k) plans cover a similar participant headcount to Wilkes & Associates, PA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 participants, N/A 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 593340923.

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.