401(k) · DOL Form 5500 · 2023

Wicker, Smith, Ohara, Mccoy & Ford, P.a. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
201
Participants Below avg headcount
75th
Percentile by assets National rank
$112,212
Avg per participant Below avg balance/head
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Official DOL plan name: Wicker Smith 401(k) Plan I · Sponsored by Wicker, Smith, Ohara, Mccoy & Ford, P.a. · Florida · Professional & Technical Services

$23M in assets, 201 participants

Wicker, Smith, Ohara, Mccoy & Ford, P.a.'s Wicker Smith 401(k) Plan I reported $23M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,209 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Wicker Smith 401(k) Plan I covers 201 participants in Florida, about 32% of the average Florida filer (state average ~628 per filing). Assets: $23M.

#15,209
in Professional & Technical Services (20,321 peers)
+15.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Wicker Smith 401(k) Plan I's outsized position by total assets

Wicker Smith 401(k) Plan I vs every filed plan by assets

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

$22,554,703 Top 25% higher than 75% 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

Wicker Smith 401(k) Plan I 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. Wicker Smith 401(k) Plan I sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wicker Smith 401(k) Plan I reported net income rose from -$8M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Wicker Smith 401(k) Plan I end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Wicker Smith 401(k) Plan I reported participants fell from 217 in the plan year 2022 filing to 201 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 650089075 · Wicker, Smith, Ohara, Mccoy & Ford, P.a. PY 2023 · 401(k)

Wicker Smith 401(k) Plan I · $23M · 201 · 75th

  • EOY $23M
  • EOY 201
  • EOY 75th
  • EOY 401(k)
  • EOY near Burgess Information Systems Inc. Employees Savings Trust
  • EOY ind #15209

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 Florida →

Wicker Smith 401(k) Plan I in the asset neighbourhood

Becker Morgan Group, Inc. 401(k) Retirement Savings PlanBecker Morgan Group, Inc. 40…$23MWicker Smith 401(k) Plan I$23MBurgess Information Systems Inc. Employees Savings TrustBurgess Information Systems …$23MBrentwood Associates Private Equity Profit Sharing PlanBrentwood Associates Private…$23MMcbrayer 401(k) Profit Sharing PlanMcbrayer 401(k) Profit Shari…$23M
End-of-year total assets ($M) among Wicker Smith 401(k) Plan I and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN650089075
Plan Effective Date1975-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wicker, Smith, Ohara, Mccoy & Ford, P.a.)

Sponsor-wide plan assets over time

All Wicker, Smith, Ohara, Mccoy & Ford, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$101M 20.147235884036956% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $84.4M $101M ▲ +20.1%
Year Plans Participants Total Assets
2022 2 428 $84M
2023 2 425 $87M
2024 2 442 $101M

Nearby 401(k) Plans in Florida

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

Wicker Smith 401(k) Plan I vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Wicker Smith 401(k) Plan I, Total assets ($B): 0.022554703 · Participants: 201Wicker Smith 401(k) Plan IL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Wicker Smith 401(k) Plan I vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Wicker Smith 401(k) Plan I side-by-side with 3 peers →

Wicker Smith 401(k) Plan I's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Burgess Information Systems Inc. Employees Savings Trust in GA ($23M); by covered participants it is Satair USA, Inc. Retirement Savings Plan in GA (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Wicker Smith 401(k) Plan I assets move in 2023? ▼
Wicker Smith 401(k) Plan I grew sharply - up 15.1% during 2023, from $20M to $23M. Reported net income was $3M.
How have Wicker, Smith, Ohara, Mccoy & Ford, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wicker, Smith, Ohara, Mccoy & Ford, P.a.'s sponsor-wide assets grew 20.1%, from $84M to $101M.
Where does Wicker Smith 401(k) Plan I rank by assets among Form 5500 filers? ▼
Wicker Smith 401(k) Plan I ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wicker Smith 401(k) Plan I? ▼
Among 401(k) plans in other states, the closest by assets is Burgess Information Systems Inc. Employees Savings Trust in GA ($23M, 265 participants).
Which 401(k) plans cover a similar participant headcount to Wicker Smith 401(k) Plan I? ▼
Among 401(k) plans in other states, the closest by covered participants is Satair USA, Inc. Retirement Savings Plan in GA (201 participants, N/A 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 650089075.

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.