Defined Benefit (Pension) · DOL Form 5500 · 2023

Wilbur-Ellis Holdings, Inc. Pension Plan

Data updated 2026-08-25

$255M
Total assets Near avg plan size
2,439
Participants Above avg headcount
96th
Percentile by assets National rank
$104,398
Avg per participant Below avg balance/head
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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.

  • #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.

#6,111
in Wholesale Trade (6,309 peers)
-16.7%
assets change YoY
2.6×
vs typical plan assets (national mean)

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.

Wilbur-Ellis Retirement Plan's outsized position 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

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

Wilbur-Ellis Retirement 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. Wilbur-Ellis Retirement Plan lands in the large band (2,439 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 462652182 · Wilbur-Ellis Holdings, Inc. PY 2023 · Defined Benefit (Pension)

Wilbur-Ellis Retirement Plan · $255M · 2,439 · 96th

  • EBSA $255M
  • PART 2,439
  • TYPE 96th
  • NET Defined Benefit (Pension)
  • BOOK near The Retirement Plan of New York Community Bancorp, Inc.
  • VS-ST ind #6111

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 Wholesale Trade retirement plans → · Plans in California →

Wilbur-Ellis Retirement Plan in the asset neighbourhood

Pension Plan of Tallahassee Memorial Healthcare, Inc.Pension Plan of Tallahassee …$255MWilbur-Ellis Retirement Plan$255MThe Retirement Plan of New York Community Bancorp, Inc.The Retirement Plan of New Y…$255MNECA Local 145 IBEW Pension FundNECA Local 145 IBEW Pension …$254MVistra Retirement Plan$254M
End-of-year total assets ($M) among Wilbur-Ellis Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$306M
Net Assets (End of Year)$255M
Net Income-$51M
Employer EIN462652182
Plan Effective Date1941-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wilbur-Ellis Holdings, Inc.)

Sponsor-wide plan assets over time

All Wilbur-Ellis Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$577M 8.505933948258676% vs 2022
2024 filing year
$560M$580M$600M$620M$640M 202220232024 $630M $577M ▼ -8.5%
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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Wilbur-Ellis Retirement Plan, Total assets ($B): 0.254627083 · Participants: 2439Wilbur-Ellis Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Wilbur-Ellis Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Wilbur-Ellis Retirement Plan side-by-side with 3 peers →

Wilbur-Ellis Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is The Retirement Plan of New York Community Bancorp, Inc. in NY ($255M); by covered participants it is Hrsa-Ila Pension Plan in VA (2,437 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($255M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,439 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 Wilbur-Ellis Retirement Plan assets move in 2023? ▼
Wilbur-Ellis Retirement Plan declined sharply - down 16.7% during 2023, from $306M to $255M. Reported net income was -$51M.
How have Wilbur-Ellis Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilbur-Ellis Holdings, Inc.'s sponsor-wide assets declined 8.5%, from $630M to $577M.
Where does Wilbur-Ellis Retirement Plan rank by assets among Form 5500 filers? ▼
Wilbur-Ellis Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Wilbur-Ellis Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Retirement Plan of New York Community Bancorp, Inc. in NY ($255M, 256 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Wilbur-Ellis Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hrsa-Ila Pension Plan in VA (2,437 participants, $568M 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 462652182.

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.