Profit Sharing · DOL Form 5500 · 2023

Wilton Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
8
Participants Small participant base
38th
Percentile by assets National rank
$440,452
Avg per participant High balance/head
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Official DOL plan name: Wilton Investments, Inc. Retirement Plan · Sponsored by Wilton Investments, Inc. · Missouri · Transportation & Warehousing

$4M in assets, 8 participants

Wilton Investments, Inc.'s Wilton Investments, Inc. Retirement Plan reported $4M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #1,276 in Transportation & Warehousing (3,362 peers)

Wilton Investments, Inc. multi-year trail

Wilton Investments, Inc.'s plans moved -39.7% in assets from 2022 to 2024; this filing shows Wilton Investments, Inc. Retirement Plan at $4M / 8 participants.

#1,276
in Transportation & Warehousing (3,362 peers)
-24.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wilton Investments, Inc. Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Wilton Investments, Inc. Retirement Plan vs every filed plan by assets

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

$3,523,612 38th percentile higher than 38% 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

Wilton Investments, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wilton Investments, Inc. Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wilton Investments, Inc. Retirement Plan reported net income fell from $763K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Wilton Investments, Inc. Retirement Plan end-of-year assets fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 475310271 · Wilton Investments, Inc. PY 2023 · Profit Sharing

Wilton Investments, Inc. Retirement Plan · $4M · 8 · 38th

  • VS-ST $4M
  • BOY 8
  • SCH 38th
  • EBSA Profit Sharing
  • PART near Profit Sharing Plan and Trust of Radiation Oncology Associates of N.E. Tn, Inc.
  • TYPE ind #1276

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 Transportation & Warehousing retirement plans → · Plans in Missouri →

Wilton Investments, Inc. Retirement Plan in the asset neighbourhood

Browning Trophies & Awards, Inc. Profit-Sharing PlanBrowning Trophies & Awards, …$4MWilton Investments, Inc. Retirement PlanWilton Investments, Inc. Ret…$4MProfit Sharing Plan and Trust of Radiation Oncology Associates of N.E. Tn, Inc.Profit Sharing Plan and Trus…$4MIndustry Equipment Rentals, Inc. Profit Sharing PlanIndustry Equipment Rentals, …$4MProfit Sharing Plan Mark a. Smith Md IncProfit Sharing Plan Mark a. …$4M
End-of-year total assets ($M) among Wilton Investments, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Wilton Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wilton Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 39.69899871078366% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $4.67M $2.82M ▼ -39.6%
Year Plans Participants Total Assets
2022 1 8 $5M
2023 1 8 $4M
2024 1 7 $3M

Wilton Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN475310271
Plan Effective Date2015-10-12
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Missouri

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Wilton Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Wilton Investments, Inc. Retirement Plan, Total assets ($B): 0.003523612 · Participants: 8Wilton Investments, Inc. Retirement PlanBoilermakers National Annuity Trust, Total assets ($B): 1.250463263 · Participants: 18088Boilermakers National Annuity TrustProfit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co., Total assets ($B): 0.584751191 · Participants: 3940Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co.Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust, Total assets ($B): 0.396974618 · Participants: 3749Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & TrustI. B. E. W. Local Union No. 124 Annuity Plan, Total assets ($B): 0.394489511 · Participants: 3338I. B. E. W. Local Union No. 124 Annuity PlanIron Workers St. Louis District Council Annuity Trust Fund, Total assets ($B): 0.363398354 · Participants: 4927Iron Workers St. Louis District Council Annuity Trust Fund
Wilton Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants
Compare Wilton Investments, Inc. Retirement Plan side-by-side with 3 peers →

Wilton Investments, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Missouri, the nearest Profit Sharing by assets is Profit Sharing Plan and Trust of Radiation Oncology Associates of N.E. Tn, Inc. in TN ($4M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Wilton Investments, Inc. Retirement Plan assets move in 2023? ▼
Wilton Investments, Inc. Retirement Plan declined sharply - down 24.6% during 2023, from $5M to $4M. Reported net income was -$1M.
How have Wilton Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilton Investments, Inc.'s sponsor-wide assets declined 39.7%, from $5M to $3M.
Which Profit Sharing plans are similar in size to Wilton Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Profit Sharing Plan and Trust of Radiation Oncology Associates of N.E. Tn, Inc. in TN ($4M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Wilton Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K 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 475310271.

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.