401(k) · DOL Form 5500 · 2023

S.M. Wilson & Co. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
88
Participants Small participant base
62nd
Percentile by assets National rank
$133,825
Avg per participant Near avg balance/head
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Official DOL plan name: S.M. Wilson & Co. 401(k) Savings Plan · Sponsored by S.M. Wilson & Co. · Missouri · Construction

$12M in assets, 88 participants

S.M. Wilson & Co.'s S.M. Wilson & Co. 401(k) Savings Plan reported $12M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #5,489 in Construction (9,030 peers)

S.M. Wilson & Co. multi-year trail

S.M. Wilson & Co.'s plans moved +93.4% in assets from 2022 to 2024; this filing shows S.M. Wilson & Co. 401(k) Savings Plan at $12M / 88 participants.

#5,489
in Construction (9,030 peers)
+11.8%
assets growth YoY

S.M. Wilson & Co. 401(k) Savings Plan's mid-pack asset rank among Construction and all filers

S.M. Wilson & Co. 401(k) Savings Plan vs every filed plan by assets

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

$11,776,587 Top 38% higher than 62% 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

S.M. Wilson & Co. 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S.M. Wilson & Co. 401(k) Savings Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • S.M. Wilson & Co. 401(k) Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • S.M. Wilson & Co. 401(k) Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 370699952 · S.M. Wilson & Co. PY 2023 · 401(k)

S.M. Wilson & Co. 401(k) Savings Plan · $12M · 88 · 62nd

  • 5500 $12M
  • 5500 88
  • 5500 62nd
  • 5500 401(k)
  • 5500 near Red Oaks Medical Group 401(k) Profit Sharing Plan
  • 5500 ind #5489

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 Construction retirement plans → · Plans in Missouri →

S.M. Wilson & Co. 401(k) Savings Plan in the asset neighbourhood

S.M. Wilson & Co. 401(k) Savings PlanS.M. Wilson & Co. 401(k) Sav…$12MRed Oaks Medical Group 401(k) Profit Sharing PlanRed Oaks Medical Group 401(k…$12MAnderson Tackman & Company Retirement PlanAnderson Tackman & Company R…$12MInfoworks 401(k) Plan$12MReynolds Frizzell LLP 401(k) PlanReynolds Frizzell LLP 401(k)…$12M
End-of-year total assets ($M) among S.M. Wilson & Co. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

S.M. Wilson & Co. multi-year asset trail

Sponsor-wide plan assets over time

All S.M. Wilson & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 93.39632792715591% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $23.7M $45.8M ▲ +93.4%
Year Plans Participants Total Assets
2022 2 196 $24M
2023 2 182 $32M
2024 2 180 $46M

S.M. Wilson & Co. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN370699952
Plan Effective Date1988-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

S.M. Wilson & Co. 401(k) Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants S.M. Wilson & Co. 401(k) Savings Plan, Total assets ($B): 0.011776587 · Participants: 88S.M. Wilson & Co. 401(k) Savings PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
S.M. Wilson & Co. 401(k) Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare S.M. Wilson & Co. 401(k) Savings Plan side-by-side with 3 peers →

S.M. Wilson & Co. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Red Oaks Medical Group 401(k) Profit Sharing Plan in CA ($12M); by covered participants it is Martines Palmeiro Construction 401(k) Plan in CO (88 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (88 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 S.M. Wilson & Co. 401(k) Savings Plan assets move in 2023? ▼
S.M. Wilson & Co. 401(k) Savings Plan grew at a solid clip - up 11.8% during 2023, from $11M to $12M. Reported net income was $1M.
How have S.M. Wilson & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S.M. Wilson & Co.'s sponsor-wide assets grew 93.4%, from $24M to $46M.
Which 401(k) plans are similar in size to S.M. Wilson & Co. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Red Oaks Medical Group 401(k) Profit Sharing Plan in CA ($12M, 126 participants).
Which 401(k) plans cover a similar participant headcount to S.M. Wilson & Co. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Martines Palmeiro Construction 401(k) Plan in CO (88 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 370699952.

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.