401(k) · DOL Form 5500 · 2023

Wolters Kluwer United States, Inc. 401(k) Plan

Data updated 2026-08-25

$2.1B
Total assets Very large vs avg
8,597
Participants Very large workforce
99th
Percentile by assets National rank
$239,016
Avg per participant Above avg balance/head
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Official DOL plan name: Wolters Kluwer 401(k) Plan · Sponsored by Wolters Kluwer United States, Inc. · Illinois · Information & Media

$2.1B in assets, 8,597 participants

Wolters Kluwer United States, Inc.'s Wolters Kluwer 401(k) Plan reported $2.1B in total assets and 8,597 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #2,773 in Information & Media (2,818 peers)

Coverage in Illinois

Wolters Kluwer 401(k) Plan covers 8,597 participants in Illinois, 11x the typical Illinois plan (state average ~779 per filing). Assets: $2.1B.

#2,773
in Information & Media (2,818 peers)
+20.8%
assets growth YoY
21×
vs typical plan assets (national mean)

Wolters Kluwer 401(k) Plan's outsized position by total assets

Wolters Kluwer 401(k) Plan vs every filed plan by assets

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

$2,054,821,596 Top 1% higher than 99% 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

Wolters Kluwer 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wolters Kluwer 401(k) Plan lands in the large band (8,597 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wolters Kluwer 401(k) Plan reported net income rose from -$336M in the plan year 2022 filing to $354M in the plan year 2023 filing.
  • Wolters Kluwer 401(k) Plan end-of-year assets rose from $1.7B in the plan year 2022 filing to $2.1B in the plan year 2023 filing.
  • Wolters Kluwer 401(k) Plan reported participants rose from 8,119 in the plan year 2022 filing to 8,597 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133577870 · Wolters Kluwer United States, Inc. PY 2023 · 401(k)

Wolters Kluwer 401(k) Plan · $2.1B · 8,597 · 99th

  • BOY $2.1B
  • BOY 8,597
  • BOY 99th
  • BOY 401(k)
  • BOY near J. C. Penney Corporation, Inc. Safe Harbor 401(k) Savings Plan
  • BOY ind #2773

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 Information & Media retirement plans → · Plans in Illinois →

Wolters Kluwer 401(k) Plan in the asset neighbourhood

J. C. Penney Corporation, Inc. Safe Harbor 401(k) Savings PlanJ. C. Penney Corporation, In…$2.1BCgi Technologies and Solutions, Inc. 401(k) Savings PlanCgi Technologies and Solutio…$2.1BWhole Foods Market Growing Your Future 401(k) PlanWhole Foods Market Growing Y…$2.1BWolters Kluwer 401(k) Plan$2.1BGlobal Payments Inc. 401(k) PlanGlobal Payments Inc. 401(k) …$2.1B
End-of-year total assets ($B) among Wolters Kluwer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$1.7B
Net Assets (End of Year)$2.1B
Net Income$354M
Employer EIN133577870
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wolters Kluwer United States, Inc.)

Sponsor-wide plan assets over time

All Wolters Kluwer United States, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.5B 37.89015506619058% vs 2022
2024 filing year
$1.5B$2B$2.5B$3B 202220232024 $1.78B $2.45B ▲ +37.6%
Year Plans Participants Total Assets
2022 2 8,484 $1.8B
2023 2 8,939 $2.1B
2024 2 9,066 $2.5B

Nearby 401(k) Plans in Illinois

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

Wolters Kluwer 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 05101520 Total assets ($B) Participants Wolters Kluwer 401(k) Plan, Total assets ($B): 2.054821596 · Participants: 8597Wolters Kluwer 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Wolters Kluwer 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Wolters Kluwer 401(k) Plan side-by-side with 3 peers →

Scale composition for Wolters Kluwer 401(k) Plan

Wolters Kluwer 401(k) Plan reports $2.1B in end-of-year assets across 8,597 participants (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $239,016 per participant (1.7x the national average assets-per-participant) . Net income for plan year 2023 was $354M.

This plan identity (EIN 133577870, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.7B to $2.4B (+40.1%) while covered participants moved from 8,119 to 8,741 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,119 $1.7B Open filing
2023 8,597 $2.1B This page
2024 · index core 8,741 $2.4B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Wolters Kluwer 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is J. C. Penney Corporation, Inc. Safe Harbor 401(k) Savings Plan in TX ($2.1B); by covered participants it is Blue Cross and Blue Shield of Florida, Inc. 401(k) Retirement Savings Plan in FL (8,600 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8,597 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 Wolters Kluwer 401(k) Plan assets move in 2023? ▼
Wolters Kluwer 401(k) Plan grew sharply - up 20.8% during 2023, from $1.7B to $2.1B. Reported net income was $354M.
How have Wolters Kluwer United States, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wolters Kluwer United States, Inc.'s sponsor-wide assets grew 37.9%, from $1.8B to $2.5B.
Where does Wolters Kluwer 401(k) Plan rank by assets among Form 5500 filers? ▼
Wolters Kluwer 401(k) Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Wolters Kluwer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is J. C. Penney Corporation, Inc. Safe Harbor 401(k) Savings Plan in TX ($2.1B, 45,716 participants).
Which 401(k) plans cover a similar participant headcount to Wolters Kluwer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Cross and Blue Shield of Florida, Inc. 401(k) Retirement Savings Plan in FL (8,600 participants, $1.5B 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 133577870.

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.