Money Purchase · DOL Form 5500 · 2023

Wilkins Investment Counsel, Inc. Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
10
Participants Small participant base
47th
Percentile by assets National rank
$565,617
Avg per participant High balance/head
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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.

  • #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.

#2,950
in Finance & Insurance (8,869 peers)
+17.0%
assets growth YoY

Wilkins Investment Counsel, Inc. Profit Sharing Pl's mid-pack asset rank among Finance & Insurance and all filers

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 $2,050,000,000 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

Wilkins Investment Counsel, Inc. Profit Sharing Pl among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wilkins Investment Counsel, Inc. Profit Sharing Pl is a micro filing (10 participants), the leftmost band.

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 →

Published 5500 schedule card

Filing strip 043056293 · Wilkins Investment Counsel, Inc. PY 2023 · Money Purchase

Wilkins Investment Counsel, Inc. Profit Sharing Pl · $6M · 10 · 47th

  • BOOK $6M
  • VS-ST 10
  • BOY 47th
  • SCH Money Purchase
  • EBSA near Jimenez, Graffam & Lausell Pension Plan
  • PART ind #2950

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Wilkins Investment Counsel, Inc. Profit Sharing Pl in the asset neighbourhood

Wilkins Investment Counsel, Inc. Profit Sharing PlWilkins Investment Counsel, …$6MJimenez, Graffam & Lausell Pension PlanJimenez, Graffam & Lausell P…$6MTeamsters Managed Annuity Trust FundTeamsters Managed Annuity Tr…$6MPolice Athletic League, Inc. Money Purchase PlanPolice Athletic League, Inc.…$6MNew Haven Legal Assistance Money Purchase PlanNew Haven Legal Assistance M…$6M
End-of-year total assets ($M) among Wilkins Investment Counsel, Inc. Profit Sharing Pl and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Wilkins Investment Counsel, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wilkins Investment Counsel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 32.96428986032675% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $4.83M $6.43M ▲ +33.1%
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 ($B) Participants Wilkins Investment Counsel, Inc. Profit Sharing Pl, Total assets ($B): 0.005656174 · Participants: 10Wilkins Investment Counsel, Inc. Profit Sharing PlThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.564495046 · Participants: 12551The Mitre Corporation Qualified Retirement PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.165044645 · Participants: 2687Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.163224805 · Participants: 11709Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.763325967 · Participants: 13259Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.633331243 · Participants: 8337Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Wilkins Investment Counsel, Inc. Profit Sharing Pl vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Wilkins Investment Counsel, Inc. Profit Sharing Pl side-by-side with 3 peers →

Wilkins Investment Counsel, Inc. Profit Sharing Pl's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Jimenez, Graffam & Lausell Pension Plan in PR ($6M); by covered participants it is Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan in VA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 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).
Which Money Purchase plans cover a similar participant headcount to Wilkins Investment Counsel, Inc. Profit Sharing Pl? ▼
Among Money Purchase plans in other states, the closest by covered participants is Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan in VA (10 participants, $4M 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 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.