401(k) · DOL Form 5500 · 2023
Wiley X, Inc 401(k) Plan & Trust 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 145
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $77,167
- Avg per participant Below avg balance/head
Official DOL plan name: Wiley X, Inc. 401(k) Plan & Trust · Sponsored by Wiley X, Inc 401(k) Plan & Trust · Texas · Retail Trade
$11M in assets, 145 participants
Wiley X, Inc 401(k) Plan & Trust's Wiley X, Inc. 401(k) Plan & Trust reported $11M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #6,056 in Retail Trade (8,414 peers)
Coverage in Texas
Wiley X, Inc. 401(k) Plan & Trust covers 145 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $11M.
- #6,056
- in Retail Trade (8,414 peers)
- +22.9%
- assets growth YoY
Wiley X, Inc. 401(k) Plan & Trust's mid-pack asset rank among Retail Trade and all filers
Wiley X, Inc. 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,189,166 Top 39% higher than 61% 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
Wiley X, Inc. 401(k) Plan & Trust 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. Wiley X, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (145 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wiley X, Inc. 401(k) Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Wiley X, Inc. 401(k) Plan & Trust end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Wiley X, Inc. 401(k) Plan & Trust reported participants fell from 158 in the plan year 2022 filing to 145 in the plan year 2023 filing.
DOL schedule card
Filing strip 770162376 · Wiley X, Inc 401(k) Plan & Trust PY 2023 · 401(k)
Wiley X, Inc. 401(k) Plan & Trust · $11M · 145 · 61st
- PART $11M
- TYPE 145
- NET 61st
- BOOK 401(k)
- VS-ST near Integrated Services Retirement Plan
- BOY ind #6056
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 Retail Trade retirement plans → · Plans in Texas →
Wiley X, Inc. 401(k) Plan & Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 770162376 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wiley X, Inc 401(k) Plan & Trust)
Sponsor-wide plan assets over time
All Wiley X, Inc 401(k) Plan & Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 24.997481124918075% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $9M |
| 2023 | 1 | 145 | $11M |
| 2024 | 1 | 132 | $11M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Wiley X, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Integrated Services Retirement Plan in OH ($11M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Integrated Services Retirement Plan (OH) $11M · 452
- Mdsa, LLC 401 (K) Plan (GA) $11M · 106
- National Distributors, Inc. Profit Sharing and Employees Retirement Savings Plan (ME) $11M · 131
- Active/Carter 401(k) Plan (MI) $11M · 112
Similar participant headcount
Nearest other-state filings by covered participants (145 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.