401(k) · DOL Form 5500 · 2023

The Law Offices of Dale S. Wilson 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
21
Participants Small participant base
36th
Percentile by assets National rank
$147,360
Avg per participant Above avg balance/head
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Official DOL plan name: The Law Offices of Dale S. Wilson 401(k) Plan · Sponsored by The Law Offices of Dale S. Wilson · California · Professional & Technical Services

$3M in assets, 21 participants

The Law Offices of Dale S. Wilson's The Law Offices of Dale S. Wilson 401(k) Plan reported $3M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,695 in Professional & Technical Services (20,321 peers)

The Law Offices of Dale S. Wilson multi-year trail

The Law Offices of Dale S. Wilson's plans moved +35.3% in assets from 2022 to 2024; this filing shows The Law Offices of Dale S. Wilson 401(k) Plan at $3M / 21 participants.

#6,695
in Professional & Technical Services (20,321 peers)
+18.0%
assets growth YoY

The Law Offices of Dale S. Wilson 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Law Offices of Dale S. Wilson 401(k) Plan vs every filed plan by assets

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

$3,094,568 36th percentile higher than 36% 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

The Law Offices of Dale S. Wilson 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. The Law Offices of Dale S. Wilson 401(k) Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Law Offices of Dale S. Wilson 401(k) Plan reported net income rose from -$502K in the plan year 2022 filing to $473K in the plan year 2023 filing.
  • The Law Offices of Dale S. Wilson 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Law Offices of Dale S. Wilson 401(k) Plan reported participants fell from 22 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 680176102 · The Law Offices of Dale S. Wilson PY 2023 · 401(k)

The Law Offices of Dale S. Wilson 401(k) Plan · $3M · 21 · 36th

  • ASSETS $3M
  • PCT 21
  • EIN 36th
  • RANK 401(k)
  • PHOTO near The Lagasse Group LLC 401(k) Profit Sharing Plan & Trust
  • IND ind #6695

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 California →

The Law Offices of Dale S. Wilson 401(k) Plan in the asset neighbourhood

Business Talent Group LLC 401(k) Profit Sharing Plan & TrustBusiness Talent Group LLC 40…$3MMed-South, Inc. 401(k) Savings PlanMed-South, Inc. 401(k) Savin…$3MPerrett's Profit Sharing Plan$3MThe Law Offices of Dale S. Wilson 401(k) PlanThe Law Offices of Dale S. W…$3MThe Lagasse Group LLC 401(k) Profit Sharing Plan & TrustThe Lagasse Group LLC 401(k)…$3M
End-of-year total assets ($M) among The Law Offices of Dale S. Wilson 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Law Offices of Dale S. Wilson multi-year asset trail

Sponsor-wide plan assets over time

All The Law Offices of Dale S. Wilson plans reported in each filing year

Latest sponsor-wide plan assets
$4M 35.32545825344403% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.62M $3.55M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 22 $3M
2023 1 21 $3M
2024 1 19 $4M

The Law Offices of Dale S. Wilson filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$473K
Employer EIN680176102
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

The Law Offices of Dale S. Wilson 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Law Offices of Dale S. Wilson 401(k) Plan, Total assets ($B): 0.003094568 · Participants: 21The Law Offices of Dale S. Wilson 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The Law Offices of Dale S. Wilson 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Law Offices of Dale S. Wilson 401(k) Plan side-by-side with 3 peers →

The Law Offices of Dale S. Wilson 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Lagasse Group LLC 401(k) Profit Sharing Plan & Trust in MA ($3M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 The Law Offices of Dale S. Wilson 401(k) Plan assets move in 2023? ▼
The Law Offices of Dale S. Wilson 401(k) Plan grew sharply - up 18.0% during 2023, from $3M to $3M. Reported net income was $473K.
How have The Law Offices of Dale S. Wilson plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Law Offices of Dale S. Wilson's sponsor-wide assets grew 35.3%, from $3M to $4M.
Which 401(k) plans are similar in size to The Law Offices of Dale S. Wilson 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Lagasse Group LLC 401(k) Profit Sharing Plan & Trust in MA ($3M, 30 participants).
Which 401(k) plans cover a similar participant headcount to The Law Offices of Dale S. Wilson 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 680176102.

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.