401(k) · DOL Form 5500 · 2023

Wilbur-Ellis Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$363M
Total assets Above avg plan size
3,259
Participants Above avg headcount
97th
Percentile by assets National rank
$111,336
Avg per participant Below avg balance/head
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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.

  • #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.

#6,167
in Wholesale Trade (6,309 peers)
+11.7%
assets growth YoY
3.6×
vs typical plan assets (national mean)

Wilbur-Ellis 401(k) Plan's outsized position by total assets

Wilbur-Ellis 401(k) Plan vs every filed plan by assets

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

$362,843,386 Top 3% higher than 97% 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 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. Wilbur-Ellis 401(k) Plan lands in the large band (3,259 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 462652182 · Wilbur-Ellis Holdings, Inc. PY 2023 · 401(k)

Wilbur-Ellis 401(k) Plan · $363M · 3,259 · 97th

  • PART $363M
  • TYPE 3,259
  • NET 97th
  • BOOK 401(k)
  • VS-ST near Communications Test Design, Inc. 401(k) Profit Sharing Plan
  • BOY ind #6167

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 401(k) Plan in the asset neighbourhood

Wilbur-Ellis 401(k) Plan$363MCommunications Test Design, Inc. 401(k) Profit Sharing PlanCommunications Test Design, …$363MNorthern Arizona Healthcare Corporation 401(k) PlanNorthern Arizona Healthcare …$363MCoca Cola Beverages Northeast, Inc. Incentive Savings PlanCoca Cola Beverages Northeas…$363MEmployee Savings Plan for Evergreen PackagingEmployee Savings Plan for Ev…$362M
End-of-year total assets ($M) among Wilbur-Ellis 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$325M
Net Assets (End of Year)$363M
Net Income$38M
Employer EIN462652182
Plan Effective Date1946-06-29
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 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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wilbur-Ellis 401(k) Plan, Total assets ($B): 0.362843386 · Participants: 3259Wilbur-Ellis 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Wilbur-Ellis 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wilbur-Ellis 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Communications Test Design, Inc. 401(k) Profit Sharing Plan in PA ($363M); by covered participants it is Texas Iron Workers' Defined Contribution Retirement Plan in TX (3,259 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,259 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 401(k) Plan assets move in 2023? ▼
Wilbur-Ellis 401(k) Plan grew at a solid clip - up 11.7% during 2023, from $325M to $363M. Reported net income was $38M.
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 401(k) Plan rank by assets among Form 5500 filers? ▼
Wilbur-Ellis 401(k) Plan ranks in the 97th 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 401(k) plans are similar in size to Wilbur-Ellis 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Communications Test Design, Inc. 401(k) Profit Sharing Plan in PA ($363M, 8,914 participants).
Which 401(k) plans cover a similar participant headcount to Wilbur-Ellis 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Iron Workers' Defined Contribution Retirement Plan in TX (3,259 participants, $63M 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.