401(k) · DOL Form 5500 · 2023
Wilbur-Ellis Holdings, Inc. 401(k) Plan
Data updated 2026-08-11
- $363M
- Total assets
- 3,259
- Participants
- 97th
- Percentile by assets
- $111,336
- Avg per participant
Official DOL plan name: Wilbur-Ellis 401(k) Plan · Sponsored by Wilbur-Ellis Holdings, Inc. · California · Wholesale Trade
$363M in assets, 3,259 participants
Wilbur-Ellis Holdings, Inc.'s Wilbur-Ellis 401(k) Plan reported $363M in total assets and 3,259 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #6,167 in Wholesale Trade (6,309 peers)
Coverage in California
Wilbur-Ellis 401(k) Plan covers 3,259 participants in California, 5.2x the typical California plan (state average ~630 per filing). Assets: $363M.
- $363M
- total plan assets (2023 EOY)
- 3,259
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $111,336
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wilbur-Ellis 401(k) Plan reported net income rose from -$71M in the plan year 2022 filing to $38M in the plan year 2023 filing.
- Wilbur-Ellis 401(k) Plan reported participants rose from 2,898 in the plan year 2022 filing to 3,259 in the plan year 2023 filing.
- Wilbur-Ellis 401(k) Plan end-of-year assets rose from $325M in the plan year 2022 filing to $363M 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 401(k) Plan reports 3,259 participants - 5.2x that state average ($363M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $325M |
|---|---|
| Net Assets (End of Year) | $363M |
| Net Income | $38M |
| Employer EIN | 462652182 |
| Plan Effective Date | 1946-06-29 |
| 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 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Wilbur-Ellis 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Wilbur-Ellis 401(k) Plan by total assets, not by location.
- Communications Test Design, Inc. 401(k) Profit Sharing Plan (PA) $363M · 8,914
- Northern Arizona Healthcare Corporation 401(k) Plan (AZ) $363M · 3,449
- Coca Cola Beverages Northeast, Inc. Incentive Savings Plan (NH) $363M · 2,708
- Employee Savings Plan for Evergreen Packaging (IL) $362M · 3,215
Frequently Asked Questions
How did Wilbur-Ellis 401(k) Plan assets move in 2023? ▼
How have Wilbur-Ellis Holdings, Inc. plan assets changed over time? ▼
Where does Wilbur-Ellis 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Wilbur-Ellis 401(k) Plan? ▼
Next read for Wilbur-Ellis 401(k) Plan
Filing takeaways
Ways to act on Wilbur-Ellis 401(k) Plan's numbers.
- By total assets, Wilbur-Ellis 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) 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