401(k) · DOL Form 5500 · 2023

Wimberly & Lawson PC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
18
Participants Small participant base
62nd
Percentile by assets National rank
$650,709
Avg per participant High balance/head
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Official DOL plan name: Wimberly & Lawson PC 401(k) Profit Sharing Plan & Trust · Sponsored by Wimberly & Lawson PC · Georgia · Professional & Technical Services

$12M in assets, 18 participants

Wimberly & Lawson PC's Wimberly & Lawson PC 401(k) Profit Sharing Plan & Trust reported $12M in total assets and 18 participants in its 2023 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.

  • #12,397 in Professional & Technical Services (20,321 peers)

Wimberly & Lawson PC multi-year trail

Wimberly & Lawson PC's plans moved +13.9% in assets from 2022 to 2023; this filing shows Wimberly & Lawson PC 401(k) Profit Sharing Plan & Trust at $12M / 18 participants.

#12,397
in Professional & Technical Services (20,321 peers)
+13.9%
assets growth YoY

Wimberly & Lawson PC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Wimberly & Lawson PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$11,712,768 Top 38% higher than 62% 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

Wimberly & Lawson PC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wimberly & Lawson PC 401(k) Profit Sharing Plan & Trust is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wimberly & Lawson PC 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Wimberly & Lawson PC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Wimberly & Lawson PC 401(k) Profit Sharing Plan & Trust reported participants fell from 19 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 581916219 · Wimberly & Lawson PC PY 2023 · 401(k)

Wimberly & Lawson PC 401(k) Profit Sharing Plan & Trust · $12M · 18 · 62nd

  • RANK $12M
  • RANK 18
  • RANK 62nd
  • RANK 401(k)
  • RANK near Don Jacobs Organization Retirement Plan
  • RANK ind #12397

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 Georgia →

Wimberly & Lawson PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Wimberly & Lawson PC 401(k) Profit Sharing Plan & TrustWimberly & Lawson PC 401(k) …$12MDon Jacobs Organization Retirement PlanDon Jacobs Organization Reti…$12MVertek Corporation 401(k) Savings PlanVertek Corporation 401(k) Sa…$12MIberia Comprehensive Community Health Center, Inc 401(k) Plan and TrustIberia Comprehensive Communi…$12MHallmark Communities Inc 401(k) Profit Sharing PlanHallmark Communities Inc 401…$12M
End-of-year total assets ($M) among Wimberly & Lawson PC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wimberly & Lawson PC multi-year asset trail

Sponsor-wide plan assets over time

All Wimberly & Lawson PC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 13.877181129556066% vs 2022
2023 filing year
$10M$10.5M$11M$11.5M$12M 20222023 $10.3M $11.7M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 19 $10M
2023 1 18 $12M

Wimberly & Lawson PC filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN581916219
Plan Effective Date1985-01-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Wimberly & Lawson PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Wimberly & Lawson PC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.011712768 · Participants: 18Wimberly & Lawson PC 401(k) Profit Sharing Plan & TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Wimberly & Lawson PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Wimberly & Lawson PC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Wimberly & Lawson PC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Don Jacobs Organization Retirement Plan in KY ($12M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Wimberly & Lawson PC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Wimberly & Lawson PC 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 13.9% during 2023, from $10M to $12M. Reported net income was $1M.
How have Wimberly & Lawson PC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Wimberly & Lawson PC's sponsor-wide assets grew 13.9%, from $10M to $12M.
Which 401(k) plans are similar in size to Wimberly & Lawson PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Don Jacobs Organization Retirement Plan in KY ($12M, 162 participants).
Which 401(k) plans cover a similar participant headcount to Wimberly & Lawson PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 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 581916219.

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.