Profit Sharing · DOL Form 5500 · 2023
Wilson Management Services Inc Profit Sharing Plan
Data updated 2026-08-25
- $994K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $165,663
- Avg per participant Above avg balance/head
Official DOL plan name: Wilson Management Services Inc 401(k) · Sponsored by Wilson Management Services Inc · Pennsylvania · Management of Enterprises
$994K in assets, 6 participants
Wilson Management Services Inc's Wilson Management Services Inc 401(k) reported $994K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #145 in Management of Enterprises (1,137 peers)
Wilson Management Services Inc multi-year trail
Wilson Management Services Inc's plans moved +32.1% in assets from 2022 to 2024; this filing shows Wilson Management Services Inc 401(k) at $994K / 6 participants.
- #145
- in Management of Enterprises (1,137 peers)
- +15.2%
- assets growth YoY
Wilson Management Services Inc 401(k) among the smaller filed plans by assets
Wilson Management Services Inc 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$993,977 24th percentile higher than 24% 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
Wilson Management Services Inc 401(k) among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wilson Management Services Inc 401(k) is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wilson Management Services Inc 401(k) reported net income rose from $32K in the plan year 2022 filing to $131K in the plan year 2023 filing.
- Wilson Management Services Inc 401(k) reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.
- Wilson Management Services Inc 401(k) end-of-year assets rose from $863K in the plan year 2022 filing to $994K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 850821413 · Wilson Management Services Inc PY 2023 · Profit Sharing
Wilson Management Services Inc 401(k) · $994K · 6 · 24th
- EIN $994K
- RANK 6
- PHOTO 24th
- IND Profit Sharing
- EOY near Expressions Profit Sharing Plan
- 5500 ind #145
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 Management of Enterprises retirement plans → · Plans in Pennsylvania →
Wilson Management Services Inc 401(k) in the asset neighbourhood
Wilson Management Services Inc multi-year asset trail
Sponsor-wide plan assets over time
All Wilson Management Services Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 32.10101508897243% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $863K |
| 2023 | 1 | 6 | $994K |
| 2024 | 1 | 6 | $1M |
Wilson Management Services Inc filing trail (2023)
| Total Assets (Beginning of Year) | $863K |
|---|---|
| Net Assets (End of Year) | $994K |
| Net Income | $131K |
| Employer EIN | 850821413 |
| Plan Effective Date | 2020-05-08 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Wilson Management Services Inc 401(k)'s out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Expressions Profit Sharing Plan in RI ($994K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($994K here).
- Expressions Profit Sharing Plan (RI) $994K · N/A
- The Gr Coach Incorporated Retirement Plan (MI) $994K · 2
- Gary a. Breymaier, D.D.S. Profit Sharing Trust (OH) $994K · 5
- Union Networking Profit Sharing Plan (NJ) $995K · 2
Similar participant headcount
Nearest other-state filings by covered participants (6 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.