401(k) · DOL Form 5500 · 2023

Wilshire Advisors LLC 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
234
Participants Below avg headcount
88th
Percentile by assets National rank
$288,271
Avg per participant High balance/head
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Official DOL plan name: Wilshire Advisors LLC 401(k) Employee Savings Plan · Sponsored by Wilshire Advisors LLC · California · Finance & Insurance

$67M in assets, 234 participants

Wilshire Advisors LLC's Wilshire Advisors LLC 401(k) Employee Savings Plan reported $67M in total assets and 234 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,274 in Finance & Insurance (8,869 peers)

Coverage in California

Wilshire Advisors LLC 401(k) Employee Savings Plan covers 234 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $67M.

#7,274
in Finance & Insurance (8,869 peers)
+13.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Wilshire Advisors LLC 401(k) Employee Savings Plan's outsized position by total assets

Wilshire Advisors LLC 401(k) Employee Savings Plan vs every filed plan by assets

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

$67,455,364 Top 12% higher than 88% 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

Wilshire Advisors LLC 401(k) Employee Savings 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. Wilshire Advisors LLC 401(k) Employee Savings Plan sits mid-pack in the medium band (234 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wilshire Advisors LLC 401(k) Employee Savings Plan reported net income rose from -$15M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Wilshire Advisors LLC 401(k) Employee Savings Plan end-of-year assets rose from $60M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Wilshire Advisors LLC 401(k) Employee Savings Plan reported participants fell from 241 in the plan year 2022 filing to 234 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 952755361 · Wilshire Advisors LLC PY 2023 · 401(k)

Wilshire Advisors LLC 401(k) Employee Savings Plan · $67M · 234 · 88th

  • EBSA $67M
  • PART 234
  • TYPE 88th
  • NET 401(k)
  • BOOK near Crane Companies 401(k) Plan
  • VS-ST ind #7274

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 California →

Wilshire Advisors LLC 401(k) Employee Savings Plan in the asset neighbourhood

Barrette Outdoor Living 401(k) Retirement Savings PlanBarrette Outdoor Living 401(…$67MWinpak Portion Packaging, Inc. 401(k) Thrift Savings PlanWinpak Portion Packaging, In…$67MWilshire Advisors LLC 401(k) Employee Savings PlanWilshire Advisors LLC 401(k)…$67MCrane Companies 401(k) Plan$67MGlobal Affiliates Salaried 401(k) PlanGlobal Affiliates Salaried 4…$67M
End-of-year total assets ($M) among Wilshire Advisors LLC 401(k) Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$67M
Net Income$8M
Employer EIN952755361
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wilshire Advisors LLC)

Sponsor-wide plan assets over time

All Wilshire Advisors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$79M 32.961297076779% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $59.6M $79.3M ▲ +33.0%
Year Plans Participants Total Assets
2022 1 241 $60M
2023 1 234 $67M
2024 1 237 $79M

Nearby 401(k) Plans in California

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

Wilshire Advisors LLC 401(k) Employee Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wilshire Advisors LLC 401(k) Employee Savings Plan, Total assets ($B): 0.067455364 · Participants: 234Wilshire Advisors LLC 401(k) Employee Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Wilshire Advisors LLC 401(k) Employee Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wilshire Advisors LLC 401(k) Employee Savings Plan side-by-side with 3 peers →

Wilshire Advisors LLC 401(k) Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Crane Companies 401(k) Plan in TX ($67M); by covered participants it is Toyo Automotive 401(k) Plan in KY (234 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (234 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 Wilshire Advisors LLC 401(k) Employee Savings Plan assets move in 2023? ▼
Wilshire Advisors LLC 401(k) Employee Savings Plan grew at a solid clip - up 13.1% during 2023, from $60M to $67M. Reported net income was $8M.
How have Wilshire Advisors LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilshire Advisors LLC's sponsor-wide assets grew 33.0%, from $60M to $79M.
Where does Wilshire Advisors LLC 401(k) Employee Savings Plan rank by assets among Form 5500 filers? ▼
Wilshire Advisors LLC 401(k) Employee Savings Plan ranks in the 88th 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 Wilshire Advisors LLC 401(k) Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crane Companies 401(k) Plan in TX ($67M, 1,592 participants).
Which 401(k) plans cover a similar participant headcount to Wilshire Advisors LLC 401(k) Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Toyo Automotive 401(k) Plan in KY (234 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 952755361.

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.