401(k) · DOL Form 5500 · 2023

Wilbert Funeral Service, Inc. 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
1,021
Participants Near avg headcount
85th
Percentile by assets National rank
$47,789
Avg per participant Low balance/head
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Official DOL plan name: Wilbert Funeral Services, Inc. 401(k) Plan · Sponsored by Wilbert Funeral Service, Inc. · Kansas · Manufacturing

$49M in assets, 1,021 participants

Wilbert Funeral Service, Inc.'s Wilbert Funeral Services, Inc. 401(k) Plan reported $49M in total assets and 1,021 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,740 in Manufacturing (18,722 peers)

Coverage in Kansas

Wilbert Funeral Services, Inc. 401(k) Plan covers 1,021 participants in Kansas, 2.8x the typical Kansas plan (state average ~360 per filing). Assets: $49M.

#14,740
in Manufacturing (18,722 peers)
+22.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Wilbert Funeral Services, Inc. 401(k) Plan's outsized position by total assets

Wilbert Funeral Services, Inc. 401(k) Plan vs every filed plan by assets

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

$48,792,956 Top 15% higher than 85% 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

Wilbert Funeral Services, Inc. 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. Wilbert Funeral Services, Inc. 401(k) Plan lands in the large band (1,021 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wilbert Funeral Services, Inc. 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Wilbert Funeral Services, Inc. 401(k) Plan end-of-year assets rose from $40M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Wilbert Funeral Services, Inc. 401(k) Plan reported participants fell from 1,155 in the plan year 2022 filing to 1,021 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 364128481 · Wilbert Funeral Service, Inc. PY 2023 · 401(k)

Wilbert Funeral Services, Inc. 401(k) Plan · $49M · 1,021 · 85th

  • BOY $49M
  • BOY 1,021
  • BOY 85th
  • BOY 401(k)
  • BOY near Veoneer US Safety Systems LLC 401(k) Employee Savings and Investment Plan
  • BOY ind #14740

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 Manufacturing retirement plans → · Plans in Kansas →

Wilbert Funeral Services, Inc. 401(k) Plan in the asset neighbourhood

International Community Health Services 403(b) Sh PlanInternational Community Heal…$49MRosenthal & Rosenthal, Inc. 401(k) PlanRosenthal & Rosenthal, Inc. …$49MWilbert Funeral Services, Inc. 401(k) PlanWilbert Funeral Services, In…$49MVeoneer US Safety Systems LLC 401(k) Employee Savings and Investment PlanVeoneer US Safety Systems LL…$49MApple Federal Credit Union 401(k) Retirement PlanApple Federal Credit Union 4…$49M
End-of-year total assets ($M) among Wilbert Funeral Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kansas filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$49M
Net Income$7M
Employer EIN364128481
Plan Effective Date1958-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wilbert Funeral Service, Inc.)

Sponsor-wide plan assets over time

All Wilbert Funeral Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$20M$40M$60M 202220232024 $39.9M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1,155 $40M
2023 1 1,021 $49M
2024 1 1,114 N/A

Nearby 401(k) Plans in Kansas

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

Wilbert Funeral Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Wilbert Funeral Services, Inc. 401(k) Plan, Total assets ($B): 0.048792956 · Participants: 1021Wilbert Funeral Services, Inc. 401(k) PlanKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Wilbert Funeral Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Wilbert Funeral Services, Inc. 401(k) Plan side-by-side with 3 peers →

Wilbert Funeral Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Veoneer US Safety Systems LLC 401(k) Employee Savings and Investment Plan in MI ($49M); by covered participants it is Bsi Group America, Inc. 401(k) Savings Plan in VA (1,021 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,021 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 Wilbert Funeral Services, Inc. 401(k) Plan assets move in 2023? ▼
Wilbert Funeral Services, Inc. 401(k) Plan grew sharply - up 22.3% during 2023, from $40M to $49M. Reported net income was $7M.
Where does Wilbert Funeral Services, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Wilbert Funeral Services, Inc. 401(k) Plan ranks in the 85th 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 Wilbert Funeral Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Veoneer US Safety Systems LLC 401(k) Employee Savings and Investment Plan in MI ($49M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Wilbert Funeral Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bsi Group America, Inc. 401(k) Savings Plan in VA (1,021 participants, $112M 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 364128481.

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.