401(k) · DOL Form 5500 · 2023

Wiley & Wilson, Inc. 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
184
Participants Below avg headcount
91st
Percentile by assets National rank
$502,259
Avg per participant High balance/head
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Official DOL plan name: Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan · Sponsored by Wiley & Wilson, Inc. · Virginia · Professional & Technical Services

$92M in assets, 184 participants

Wiley & Wilson, Inc.'s Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan reported $92M in total assets and 184 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,678 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan covers 184 participants in Virginia, about 24% of the average Virginia filer (state average ~782 per filing). Assets: $92M.

#18,678
in Professional & Technical Services (20,321 peers)
+9.7%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan's outsized position by total assets

Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan vs every filed plan by assets

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

$92,415,668 Top 9% higher than 91% 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

Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan sits mid-pack in the medium band (184 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan reported net income rose from -$17M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan end-of-year assets rose from $84M in the plan year 2022 filing to $92M in the plan year 2023 filing.
  • Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan reported participants rose from 179 in the plan year 2022 filing to 184 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 540922889 · Wiley & Wilson, Inc. PY 2023 · 401(k)

Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan · $92M · 184 · 91st

  • 5500 $92M
  • ASSETS 184
  • PCT 91st
  • EIN 401(k)
  • RANK near U.a. Locals No. 375 and 367 Supplemental Trust
  • PHOTO ind #18678

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 Virginia →

Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan in the asset neighbourhood

The Azek Company 401(k) Plan$92MWiley & Wilson, Inc. Employee Stock Ownership and Savings PlanWiley & Wilson, Inc. Employe…$92MU.a. Locals No. 375 and 367 Supplemental TrustU.a. Locals No. 375 and 367 …$92MWestern Employees Benefit PlanWestern Employees Benefit Pl…$92MTrueblue, Inc. 401(k) Plan$92M
End-of-year total assets ($M) among Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$88M
Net Income$9M
Employer EIN540922889
Plan Effective Date1967-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wiley & Wilson, Inc.)

Sponsor-wide plan assets over time

All Wiley & Wilson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$94M 12.029985480089573% vs 2022
2024 filing year
$80M$85M$90M$95M$100M 202220232024 $84.2M $94.4M ▲ +12.0%
Year Plans Participants Total Assets
2022 1 179 $84M
2023 1 184 $92M
2024 1 163 $94M

Nearby 401(k) Plans in Virginia

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

Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan, Total assets ($B): 0.092415668 · Participants: 184Wiley & Wilson, Inc. Employee Stock Ownership and Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan side-by-side with 3 peers →

Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is U.a. Locals No. 375 and 367 Supplemental Trust in OR ($92M); by covered participants it is Afiniti 401(k) Plan in DC (184 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($92M here).

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan assets move in 2023? ▼
Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan grew at a solid clip - up 9.7% during 2023, from $84M to $92M. Reported net income was $9M.
How have Wiley & Wilson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wiley & Wilson, Inc.'s sponsor-wide assets grew 12.0%, from $84M to $94M.
Where does Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan rank by assets among Form 5500 filers? ▼
Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is U.a. Locals No. 375 and 367 Supplemental Trust in OR ($92M, 1,866 participants).
Which 401(k) plans cover a similar participant headcount to Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Afiniti 401(k) Plan in DC (184 participants, $5M 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 540922889.

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.