401(k) · DOL Form 5500 · 2023

Daniel Martin, Inc. Dba Wilkie Lexus 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
141
Participants Small participant base
69th
Percentile by assets National rank
$118,281
Avg per participant Near avg balance/head
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Official DOL plan name: Wilkie Lexus 401(k) Profit Sharing Plan · Sponsored by Daniel Martin, Inc. Dba Wilkie Lexus · Pennsylvania · Retail Trade

$17M in assets, 141 participants

Daniel Martin, Inc. Dba Wilkie Lexus's Wilkie Lexus 401(k) Profit Sharing Plan reported $17M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,733 in Retail Trade (8,414 peers)

Coverage in Pennsylvania

Wilkie Lexus 401(k) Profit Sharing Plan covers 141 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $17M.

#6,733
in Retail Trade (8,414 peers)
+21.7%
assets growth YoY

Wilkie Lexus 401(k) Profit Sharing Plan's outsized position by total assets

Wilkie Lexus 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,677,595 Top 31% higher than 69% 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

Wilkie Lexus 401(k) Profit Sharing 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. Wilkie Lexus 401(k) Profit Sharing Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wilkie Lexus 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Wilkie Lexus 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Wilkie Lexus 401(k) Profit Sharing Plan reported participants fell from 150 in the plan year 2022 filing to 141 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232565019 · Daniel Martin, Inc. Dba Wilkie Lexus PY 2023 · 401(k)

Wilkie Lexus 401(k) Profit Sharing Plan · $17M · 141 · 69th

  • SCH $17M
  • SCH 141
  • SCH 69th
  • SCH 401(k)
  • SCH near U.S. Associate Savings Advantage Plan
  • SCH ind #6733

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 Pennsylvania →

Wilkie Lexus 401(k) Profit Sharing Plan in the asset neighbourhood

Wilkie Lexus 401(k) Profit Sharing PlanWilkie Lexus 401(k) Profit S…$17MU.S. Associate Savings Advantage PlanU.S. Associate Savings Advan…$17MNational Bankshares, Inc. Retirement Accumulation PlanNational Bankshares, Inc. Re…$17MAccess Rehab Centers, LLC 401(k) PlanAccess Rehab Centers, LLC 40…$17MTronconi Segarra & Associates LLP 401(k) Profit Sharing PlanTronconi Segarra & Associate…$17M
End-of-year total assets ($M) among Wilkie Lexus 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN232565019
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Daniel Martin, Inc. Dba Wilkie Lexus)

Sponsor-wide plan assets over time

All Daniel Martin, Inc. Dba Wilkie Lexus plans reported in each filing year

Latest sponsor-wide plan assets
$18M 32.78575517719934% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.7M $18.2M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 150 $14M
2023 1 141 $17M
2024 1 138 $18M

Nearby 401(k) Plans in Pennsylvania

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

Wilkie Lexus 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Wilkie Lexus 401(k) Profit Sharing Plan, Total assets ($B): 0.016677595 · Participants: 141Wilkie Lexus 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Wilkie Lexus 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Wilkie Lexus 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wilkie Lexus 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is U.S. Associate Savings Advantage Plan in NJ ($17M); by covered participants it is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Wilkie Lexus 401(k) Profit Sharing Plan assets move in 2023? ▼
Wilkie Lexus 401(k) Profit Sharing Plan grew sharply - up 21.7% during 2023, from $14M to $17M. Reported net income was $3M.
How have Daniel Martin, Inc. Dba Wilkie Lexus plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Daniel Martin, Inc. Dba Wilkie Lexus's sponsor-wide assets grew 32.8%, from $14M to $18M.
Which 401(k) plans are similar in size to Wilkie Lexus 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is U.S. Associate Savings Advantage Plan in NJ ($17M, 616 participants).
Which 401(k) plans cover a similar participant headcount to Wilkie Lexus 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 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 232565019.

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.