401(k) · DOL Form 5500 · 2023
Willson, Jones, Carter & Baxley, P.a. 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 173
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $126,892
- Avg per participant Near avg balance/head
Official DOL plan name: Willson, Jones, Carter & Baxley, P.a. 401(k) Plan · Sponsored by Willson, Jones, Carter & Baxley, P.a. · South Carolina · Professional & Technical Services
$22M in assets, 173 participants
Willson, Jones, Carter & Baxley, P.a.'s Willson, Jones, Carter & Baxley, P.a. 401(k) Plan reported $22M in total assets and 173 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #15,111 in Professional & Technical Services (20,321 peers)
Coverage in South Carolina
Willson, Jones, Carter & Baxley, P.a. 401(k) Plan covers 173 participants in South Carolina, about 47% of the average South Carolina filer (state average ~369 per filing). Assets: $22M.
- #15,111
- in Professional & Technical Services (20,321 peers)
- +24.4%
- assets growth YoY
Willson, Jones, Carter & Baxley, P.a. 401(k) Plan's outsized position by total assets
Willson, Jones, Carter & Baxley, P.a. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,952,262 Top 26% higher than 74% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Willson, Jones, Carter & Baxley, P.a. 401(k) 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. Willson, Jones, Carter & Baxley, P.a. 401(k) Plan sits mid-pack in the medium band (173 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Willson, Jones, Carter & Baxley, P.a. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Willson, Jones, Carter & Baxley, P.a. 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Willson, Jones, Carter & Baxley, P.a. 401(k) Plan reported participants fell from 177 in the plan year 2022 filing to 173 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 753048189 · Willson, Jones, Carter & Baxley, P.a. PY 2023 · 401(k)
Willson, Jones, Carter & Baxley, P.a. 401(k) Plan · $22M · 173 · 74th
- EIN $22M
- EIN 173
- EIN 74th
- EIN 401(k)
- EIN near Organicgirl, LLC Tax Deferred Savings Plan
- EIN ind #15111
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 South Carolina →
Willson, Jones, Carter & Baxley, P.a. 401(k) Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $4M |
| Employer EIN | 753048189 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Willson, Jones, Carter & Baxley, P.a.)
Sponsor-wide plan assets over time
All Willson, Jones, Carter & Baxley, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 38.2197844540465% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 177 | $18M |
| 2023 | 1 | 173 | $22M |
| 2024 | 1 | 148 | $24M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.1B · 14,439
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
- Sonoco Retirement & Savings Plan $1.6B · 11,311
- Sonoco Retirement & Savings Plan $1.3B · 10,614
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348
Willson, Jones, Carter & Baxley, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Organicgirl, LLC Tax Deferred Savings Plan in CA ($22M); by covered participants it is Ace Fix-It Hardware 401(k) Plan in PA (173 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Organicgirl, LLC Tax Deferred Savings Plan (CA) $22M · 159
- Kamco Industries, Inc. 401(k) Plan & Trust (OH) $22M · 469
- Vectra Ai, Inc. 401(k) Plan (CA) $22M · 311
- Nwt 401(k) Profit Sharing Plan (MD) $22M · 241
Similar participant headcount
Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.
- Ace Fix-It Hardware 401(k) Plan (PA) 173 · 0 off
- Incom, Inc. Profit Sharing & Retirement Savings Plan (MA) 173 · 0 off
- Myfitnesspal 401(k) Plan (TX) 173 · 0 off
- Affiliated Consumer Services, Inc. 401(k) Profit Sharing Plan (WI) 173 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.