401(k) · DOL Form 5500 · 2023

Wicks Roofing, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 95
Participants Small participant base: 30th
Percentile by assets National rank: $19,519
Avg per participant Low balance/head

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Official DOL plan name: Wicks Fidelity Plan · Sponsored by Wicks Roofing, Inc. · California · Construction

$2M in assets, 95 participants

Wicks Roofing, Inc.'s Wicks Fidelity Plan reported $2M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

#2,469 in Construction (9,030 peers)

Wicks Roofing, Inc. multi-year trail

Wicks Roofing, Inc.'s plans moved +52.5% in assets from 2022 to 2024; this filing shows Wicks Fidelity Plan at $2M / 95 participants.

#2,469
in Construction (9,030 peers): +25.4%
assets growth YoY

Wicks Fidelity Plan among the smaller filed plans by assets

Wicks Fidelity Plan vs every filed plan by assets

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

$1,854,300 30th percentile higher than 30% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Wicks Fidelity 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. Wicks Fidelity Plan is a small filing (95 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Wicks Fidelity Plan reported net income rose from -$513K in the plan year 2022 filing to $376K in the plan year 2023 filing.
Wicks Fidelity Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Wicks Fidelity Plan reported participants rose from 79 in the plan year 2022 filing to 95 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 770418522 · Wicks Roofing, Inc. PY 2023 · 401(k)

Wicks Fidelity Plan · $2M · 95 · 30th

EIN $2M
RANK 95
PHOTO 30th
IND 401(k)
EOY near Scopus It Inc 401(k) Profit Sharing Plan & Trust
5500 ind #2469

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 Construction retirement plans → · Plans in California →

End-of-year total assets ($M) among Wicks Fidelity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wicks Roofing, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $2M 52.48385242298198% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	79	$1M
2023	1	95	$2M
2024	1	106	$2M

Wicks Roofing, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$376K
Employer EIN	770418522
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Wicks Fidelity Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Wicks Fidelity Plan side-by-side with 3 peers →

Wicks Fidelity Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Scopus It Inc 401(k) Profit Sharing Plan & Trust in CT ($2M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Scopus It Inc 401(k) Profit Sharing Plan & Trust (CT) $2M · 87
Island Marine Retirement Plan (PR) $2M · 14
K & B Drywall LLC 401(k) Plan (KY) $2M · 16
International Medical Industries, Inc. 401(k) Retirement Plan (FL) $2M · 137

Similar participant headcount

Nearest other-state filings by covered participants (95 participants); asset peers above are excluded.

Southern Gear and Machine, Inc. Employee Stock Ownership Plan (FL) 95 · 0 off
Inlanta Mortgage, Inc. 401(k) Plan (WI) 95 · 0 off
Alliance Commercial Cleaning I 401(k) Profit Sharing Plan & Trust (NJ) 95 · 0 off
Morgan Buick Gmc Shreveport, Inc. 401(k) Plan (LA) 95 · 0 off

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 Wicks Fidelity Plan assets move in 2023? ▼

Wicks Fidelity Plan grew sharply - up 25.4% during 2023, from $1M to $2M. Reported net income was $376K.

How have Wicks Roofing, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wicks Roofing, Inc.'s sponsor-wide assets grew 52.5%, from $1M to $2M.

Which 401(k) plans are similar in size to Wicks Fidelity Plan? ▼

Among 401(k) plans in other states, the closest by assets is Scopus It Inc 401(k) Profit Sharing Plan & Trust in CT ($2M, 87 participants).

Which 401(k) plans cover a similar participant headcount to Wicks Fidelity Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants, $3M 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 770418522.