401(k) · DOL Form 5500 · 2023

Wilber & Associates PC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
122
Participants Small participant base
56th
Percentile by assets National rank
$73,102
Avg per participant Below avg balance/head
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Official DOL plan name: The Wilber Group 401(k) Retirement Plan · Sponsored by Wilber & Associates PC · Illinois · Finance & Insurance

$9M in assets, 122 participants

Wilber & Associates PC's The Wilber Group 401(k) Retirement Plan reported $9M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,632 in Finance & Insurance (8,869 peers)

Coverage in Illinois

The Wilber Group 401(k) Retirement Plan covers 122 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $9M.

#3,632
in Finance & Insurance (8,869 peers)
+35.7%
assets growth YoY

The Wilber Group 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

The Wilber Group 401(k) Retirement Plan vs every filed plan by assets

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

$8,918,478 Top 44% higher than 56% 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

The Wilber Group 401(k) Retirement 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. The Wilber Group 401(k) Retirement Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Wilber Group 401(k) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Wilber Group 401(k) Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The Wilber Group 401(k) Retirement Plan reported participants fell from 141 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 421628021 · Wilber & Associates PC PY 2023 · 401(k)

The Wilber Group 401(k) Retirement Plan · $9M · 122 · 56th

  • EIN $9M
  • RANK 122
  • PHOTO 56th
  • IND 401(k)
  • EOY near 401(k) Profit Sharing Plan for Employees of P.E.a.C.E., Inc.
  • 5500 ind #3632

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 Illinois →

The Wilber Group 401(k) Retirement Plan in the asset neighbourhood

The Wilber Group 401(k) Retirement PlanThe Wilber Group 401(k) Reti…$9M401(k) Profit Sharing Plan for Employees of P.E.a.C.E., Inc.401(k) Profit Sharing Plan f…$9MThe Hallman Automotive Group 401(k) Retirement Savings PlanThe Hallman Automotive Group…$9MStrivr Labs 401(k) Plan$9MSecurity Benefit Fund and Uniformed Firefighters Association 401(k) Savings PlanSecurity Benefit Fund and Un…$9M
End-of-year total assets ($M) among The Wilber Group 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN421628021
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wilber & Associates PC)

Sponsor-wide plan assets over time

All Wilber & Associates PC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 80.44718926947816% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $6.57M $11.9M ▲ +80.5%
Year Plans Participants Total Assets
2022 1 141 $7M
2023 1 122 $9M
2024 1 172 $12M

Nearby 401(k) Plans in Illinois

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

The Wilber Group 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants The Wilber Group 401(k) Retirement Plan, Total assets ($B): 0.008918478 · Participants: 122The Wilber Group 401(k) Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
The Wilber Group 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare The Wilber Group 401(k) Retirement Plan side-by-side with 3 peers →

The Wilber Group 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is 401(k) Profit Sharing Plan for Employees of P.E.a.C.E., Inc. in NY ($9M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 The Wilber Group 401(k) Retirement Plan assets move in 2023? ▼
The Wilber Group 401(k) Retirement Plan surged - up 35.7% during 2023, from $7M to $9M. Reported net income was $2M.
How have Wilber & Associates PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilber & Associates PC's sponsor-wide assets grew 80.4%, from $7M to $12M.
Which 401(k) plans are similar in size to The Wilber Group 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Employees of P.E.a.C.E., Inc. in NY ($9M, 548 participants).
Which 401(k) plans cover a similar participant headcount to The Wilber Group 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants, $12M 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 421628021.

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.