401(k) · DOL Form 5500 · 2023

Wilson Harris & Company 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
10
Participants Small participant base
36th
Percentile by assets National rank
$304,638
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wilson Harris & Company 401(k) Plan · Sponsored by Wilson Harris & Company · Idaho · Professional & Technical Services

$3M in assets, 10 participants

Wilson Harris & Company's Wilson Harris & Company 401(k) Plan reported $3M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,653 in Professional & Technical Services (20,321 peers)

Wilson Harris & Company multi-year trail

Wilson Harris & Company's plans moved +22.9% in assets from 2022 to 2024; this filing shows Wilson Harris & Company 401(k) Plan at $3M / 10 participants.

#6,653
in Professional & Technical Services (20,321 peers)
+2.6%
assets growth YoY

Wilson Harris & Company 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wilson Harris & Company 401(k) Plan vs every filed plan by assets

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

$3,046,377 36th percentile higher than 36% 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

Wilson Harris & Company 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wilson Harris & Company 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wilson Harris & Company 401(k) Plan reported net income rose from -$623K in the plan year 2022 filing to $76K in the plan year 2023 filing.
  • Wilson Harris & Company 401(k) Plan reported participants fell from 13 in the plan year 2022 filing to 10 in the plan year 2023 filing.
  • Wilson Harris & Company 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 820315994 · Wilson Harris & Company PY 2023 · 401(k)

Wilson Harris & Company 401(k) Plan · $3M · 10 · 36th

  • PCT $3M
  • EIN 10
  • RANK 36th
  • PHOTO 401(k)
  • IND near Dayspring Academy 401(k) Retirement Plan
  • EOY ind #6653

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 Professional & Technical Services retirement plans → · Plans in Idaho →

Wilson Harris & Company 401(k) Plan in the asset neighbourhood

Wilson Harris & Company 401(k) PlanWilson Harris & Company 401(…$3MDayspring Academy 401(k) Retirement PlanDayspring Academy 401(k) Ret…$3MKinney Manufacturing 401(k) PlanKinney Manufacturing 401(k) …$3MNoah Horn Well Drilling, Inc. Retirement Savings PlanNoah Horn Well Drilling, Inc…$3MDp Professionals 401(k) Savings PlanDp Professionals 401(k) Savi…$3M
End-of-year total assets ($M) among Wilson Harris & Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wilson Harris & Company multi-year asset trail

Sponsor-wide plan assets over time

All Wilson Harris & Company plans reported in each filing year

Latest sponsor-wide plan assets
$4M 22.91864765634891% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.97M $3.65M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 13 $3M
2023 1 10 $3M
2024 1 9 $4M

Wilson Harris & Company filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$76K
Employer EIN820315994
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Wilson Harris & Company 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Wilson Harris & Company 401(k) Plan, Total assets ($B): 0.003046377 · Participants: 10Wilson Harris & Company 401(k) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.248376347 · Participants: 9865Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.322477073 · Participants: 6419Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.387440309 · Participants: 8746Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.794478746 · Participants: 2089Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.655532616 · Participants: 3476Boise Cascade Company Savings Plan
Wilson Harris & Company 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Wilson Harris & Company 401(k) Plan side-by-side with 3 peers →

Wilson Harris & Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Dayspring Academy 401(k) Retirement Plan in FL ($3M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Wilson Harris & Company 401(k) Plan assets move in 2023? ▼
Wilson Harris & Company 401(k) Plan edged up modestly - up 2.6% during 2023, from $3M to $3M. Reported net income was $76K.
How have Wilson Harris & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilson Harris & Company's sponsor-wide assets grew 22.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Wilson Harris & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dayspring Academy 401(k) Retirement Plan in FL ($3M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Wilson Harris & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 820315994.

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.