Defined Benefit (Pension) · DOL Form 5500 · 2023
Wilbur-Ellis Holdings, Inc. Pension Plan
Data updated 2026-08-11
- $255M
- Total assets
- 2,439
- Participants
- 96th
- Percentile by assets
- $104,398
- Avg per participant
Official DOL plan name: Wilbur-Ellis Retirement Plan · Sponsored by Wilbur-Ellis Holdings, Inc. · California · Wholesale Trade
$255M in assets, 2,439 participants
Wilbur-Ellis Holdings, Inc.'s Wilbur-Ellis Retirement Plan reported $255M in total assets and 2,439 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #6,111 in Wholesale Trade (6,309 peers)
Coverage in California
Wilbur-Ellis Retirement Plan covers 2,439 participants in California, 3.9x the typical California plan (state average ~630 per filing). Assets: $255M.
- $255M
- total plan assets (2023 EOY)
- 2,439
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $104,398
- avg assets per participant
The plan reported a net loss of $51M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Wilbur-Ellis Retirement Plan sits by total assets
Wilbur-Ellis Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$254,627,083 Top 4% higher than 96% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wilbur-Ellis Retirement Plan end-of-year assets fell from $306M in the plan year 2022 filing to $255M in the plan year 2023 filing.
- Wilbur-Ellis Retirement Plan reported net income rose from -$54M in the plan year 2022 filing to -$51M in the plan year 2023 filing.
- Wilbur-Ellis Retirement Plan reported participants rose from 2,354 in the plan year 2022 filing to 2,439 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Wilbur-Ellis Retirement Plan reports 2,439 participants - 3.9x that state average ($255M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $306M |
|---|---|
| Net Assets (End of Year) | $255M |
| Net Income | -$51M |
| Employer EIN | 462652182 |
| Plan Effective Date | 1941-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wilbur-Ellis Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,252 | $630M |
| 2023 | 2 | 5,698 | $617M |
| 2024 | 2 | 5,394 | $577M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Wilbur-Ellis Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Wilbur-Ellis Retirement Plan by total assets, not by location.
- The Retirement Plan of New York Community Bancorp, Inc. (NY) $255M · 256
- NECA Local 145 IBEW Pension Fund (IL) $254M · 786
- Pension Plan of Tallahassee Memorial Healthcare, Inc. (FL) $255M · 482
- Vistra Retirement Plan (TX) $254M · 207
Frequently Asked Questions
How did Wilbur-Ellis Retirement Plan assets move in 2023? ▼
How have Wilbur-Ellis Holdings, Inc. plan assets changed over time? ▼
Where does Wilbur-Ellis Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Wilbur-Ellis Retirement Plan? ▼
Next read for Wilbur-Ellis Retirement Plan
Filing takeaways
Ways to act on Wilbur-Ellis Retirement Plan's numbers.
- By total assets, Wilbur-Ellis Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Wilbur-Ellis Holdings, Inc.'s sponsor-wide assets have declined 8.5% since 2022 across 3 plan years on file. More Wholesale Trade plans