401(k) · DOL Form 5500 · 2022

Bill Wilson Center 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
208
Participants Below avg headcount
62nd
Percentile by assets National rank
$42,322
Avg per participant Low balance/head
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Official DOL plan name: Bill Wilson Center Retirement Plan III · Sponsored by Bill Wilson Center · California · Healthcare & Social Assistance

$9M in assets, 208 participants

Bill Wilson Center's Bill Wilson Center Retirement Plan III reported $9M in total assets and 208 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #13,649 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Bill Wilson Center Retirement Plan III covers 208 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $9M.

#13,649
in Healthcare & Social Assistance (20,060 peers)
+15.5%
assets growth YoY

Bill Wilson Center Retirement Plan III's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bill Wilson Center Retirement Plan III vs every filed plan by assets

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

$8,803,069 Top 38% higher than 62% 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

Bill Wilson Center Retirement Plan III among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bill Wilson Center Retirement Plan III sits mid-pack in the medium band (208 participants).

Plan-year Form 5500 strip

Filing strip 942221849 · Bill Wilson Center PY 2022 · 401(k)

Bill Wilson Center Retirement Plan III · $9M · 208 · 62nd

  • RANK $9M
  • PHOTO 208
  • IND 62nd
  • EOY 401(k)
  • 5500 near Acertus 401(k) Plan
  • ASSETS ind #13649

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Bill Wilson Center Retirement Plan III in the asset neighbourhood

Bill Wilson Center Retirement Plan IIIBill Wilson Center Retiremen…$9MAcertus 401(k) Plan$9MWilliam Penn Bank 401(k) Retirement Savings PlanWilliam Penn Bank 401(k) Ret…$9MCarnegie Dartlet, LLC 401(k) PlanCarnegie Dartlet, LLC 401(k)…$9MAllego Inc 401(k) Profit Sharing Plan and TrustAllego Inc 401(k) Profit Sha…$9M
End-of-year total assets ($M) among Bill Wilson Center Retirement Plan III and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN942221849
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bill Wilson Center)

Sponsor-wide plan assets over time

All Bill Wilson Center plans reported in each filing year

Latest sponsor-wide plan assets
$11M 19.58748704571099% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.8M $10.5M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 208 $9M
2023 1 220 $10M
2024 1 321 $11M

Nearby 401(k) Plans in California

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

Bill Wilson Center Retirement Plan III vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bill Wilson Center Retirement Plan III, Total assets ($B): 0.008803069 · Participants: 208Bill Wilson Center Retirement Plan IIIWells 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
Bill Wilson Center Retirement Plan III vs. nearby 401(k) plans in California, assets vs. participants
Compare Bill Wilson Center Retirement Plan III side-by-side with 3 peers →

Bill Wilson Center Retirement Plan III's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Acertus 401(k) Plan in GA ($9M); by covered participants it is Markforged, Inc Retirement Plan in MA (208 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 (208 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 Bill Wilson Center Retirement Plan III assets move in 2022? ▼
Bill Wilson Center Retirement Plan III grew sharply - up 15.5% during 2022, from $8M to $9M. Reported net income was $1M.
How have Bill Wilson Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bill Wilson Center's sponsor-wide assets grew 19.6%, from $9M to $11M.
Which 401(k) plans are similar in size to Bill Wilson Center Retirement Plan III? ▼
Among 401(k) plans in other states, the closest by assets is Acertus 401(k) Plan in GA ($9M, 672 participants).
Which 401(k) plans cover a similar participant headcount to Bill Wilson Center Retirement Plan III? ▼
Among 401(k) plans in other states, the closest by covered participants is Markforged, Inc Retirement Plan in MA (208 participants, $4M 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 942221849.

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.