Money Purchase · DOL Form 5500 · 2023

Wilkins Investment Counsel, Inc. Money Purchase Plan

Data updated 2026-08-11

$6M
Total assets
10
Participants
47th
Percentile by assets
$565,617
Avg per participant
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Official DOL plan name: Wilkins Investment Counsel, Inc. Profit Sharing Pl · Sponsored by Wilkins Investment Counsel, Inc. · Massachusetts · Finance & Insurance

$6M in assets, 10 participants

Wilkins Investment Counsel, Inc.'s Wilkins Investment Counsel, Inc. Profit Sharing Pl reported $6M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • 47th percentile by assets (of 127,072 plans)
  • #2,950 in Finance & Insurance (8,869 peers)

Wilkins Investment Counsel, Inc. multi-year trail

Wilkins Investment Counsel, Inc.'s plans moved +33.0% in assets from 2022 to 2024; this filing shows Wilkins Investment Counsel, Inc. Profit Sharing Pl at $6M / 10 participants.

$6M
total plan assets (2023 EOY)
10
covered participants
47th
percentile by assets (of 127,072 plans)
$565,617
avg assets per participant

Where Wilkins Investment Counsel, Inc. Profit Sharing Pl sits by total assets

Wilkins Investment Counsel, Inc. Profit Sharing Pl vs every filed plan by assets

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

$5,656,174 47th percentile higher than 47% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wilkins Investment Counsel, Inc. Profit Sharing Pl reported net income rose from -$161K in the plan year 2022 filing to $824K in the plan year 2023 filing.
  • Wilkins Investment Counsel, Inc. Profit Sharing Pl end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Wilkins Investment Counsel, Inc. Profit Sharing Pl reported participants fell from 12 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Massachusetts
Industry
Finance & Insurance

Wilkins Investment Counsel, Inc. across 3 plan years on file

Across the 3 plan years Wilkins Investment Counsel, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $6M, a gain of 33.0%, while reported participants moved from 12 to 10 (-16.7%). Peak year by sponsor assets: 2024 ($6M); trough: 2022 ($5M).

Wilkins Investment Counsel, Inc. multi-year asset trail

$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $4.83M $6.43M ▲ +33.1%
Total plan assets by year, all Wilkins Investment Counsel, Inc. plans on file
Year Plans Participants Total Assets
2022 1 12 $5M
2023 1 10 $6M
2024 1 10 $6M

Wilkins Investment Counsel, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$824K
Employer EIN043056293
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Massachusetts

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Wilkins Investment Counsel, Inc. Profit Sharing Pl vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Wilkins Investment C…, Total assets ($B): 0.005656174 · Participants: 10Wilkins Investment C…The Mitre Corporatio…, Total assets ($B): 2.564495046 · Participants: 12551The Mitre Corporatio…Retirement Income Pl…, Total assets ($B): 2.165044645 · Participants: 2687Retirement Income Pl…Massachusetts Labore…, Total assets ($B): 2.163224805 · Participants: 11709Massachusetts Labore…Harvard University D…, Total assets ($B): 1.763325967 · Participants: 13259Harvard University D…Electrical Workers D…, Total assets ($B): 1.633331243 · Participants: 8337Electrical Workers D…
Wilkins Investment Counsel, Inc. Profit Sharing Pl vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Wilkins Investment Counsel, Inc. Profit … side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Wilkins Investment Counsel, Inc. Profit Sharing Pl by total assets, not by location.

Frequently Asked Questions

How did Wilkins Investment Counsel, Inc. Profit Sharing Pl assets move in 2023? ▼
Wilkins Investment Counsel, Inc. Profit Sharing Pl grew sharply - up 17.0% during 2023, from $5M to $6M. Reported net income was $824K.
How have Wilkins Investment Counsel, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilkins Investment Counsel, Inc.'s sponsor-wide assets grew 33.0%, from $5M to $6M.
Which Money Purchase plans are similar in size to Wilkins Investment Counsel, Inc. Profit Sharing Pl? ▼
Among Money Purchase plans in other states, the closest by assets is Jimenez, Graffam & Lausell Pension Plan in PR ($6M, 25 participants).

Next read for Wilkins Investment Counsel, Inc. Profit …

Multi-year trail

Ways to act on Wilkins Investment Counsel, Inc. Profit Sharing Pl's numbers.

  • By total assets, Wilkins Investment Counsel, Inc. Profit Sharing Pl ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
  • Wilkins Investment Counsel, Inc.'s sponsor-wide assets have grown 33.0% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 043056293.

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.