401(k) · DOL Form 5500 · 2023

Wilson Lewis, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
47
Participants Small participant base
50th
Percentile by assets National rank
$139,161
Avg per participant Near avg balance/head
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Official DOL plan name: Wilson Lewis, LLC Safe Harbor 401(k) Plan · Sponsored by Wilson Lewis, LLC · Georgia · Professional & Technical Services

$7M in assets, 47 participants

Wilson Lewis, LLC's Wilson Lewis, LLC Safe Harbor 401(k) Plan reported $7M in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,741 in Professional & Technical Services (20,321 peers)

Wilson Lewis, LLC multi-year trail

Wilson Lewis, LLC's plans moved +29.7% in assets from 2022 to 2023; this filing shows Wilson Lewis, LLC Safe Harbor 401(k) Plan at $7M / 47 participants.

#9,741
in Professional & Technical Services (20,321 peers)
+29.7%
assets growth YoY

Wilson Lewis, LLC Safe Harbor 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wilson Lewis, LLC Safe Harbor 401(k) Plan vs every filed plan by assets

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

$6,540,558 Top 50% higher than 50% 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 Lewis, LLC Safe Harbor 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wilson Lewis, LLC Safe Harbor 401(k) Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wilson Lewis, LLC Safe Harbor 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Wilson Lewis, LLC Safe Harbor 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Wilson Lewis, LLC Safe Harbor 401(k) Plan reported participants rose from 37 in the plan year 2022 filing to 47 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 582466648 · Wilson Lewis, LLC PY 2023 · 401(k)

Wilson Lewis, LLC Safe Harbor 401(k) Plan · $7M · 47 · 50th

  • PCT $7M
  • EIN 47
  • RANK 50th
  • PHOTO 401(k)
  • IND near K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan
  • EOY ind #9741

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 Georgia →

Wilson Lewis, LLC Safe Harbor 401(k) Plan in the asset neighbourhood

Wilson Lewis, LLC Safe Harbor 401(k) PlanWilson Lewis, LLC Safe Harbo…$7MK.a. Bergquist, Inc. Employees 401(k) Profit Sharing PlanK.a. Bergquist, Inc. Employe…$7MPlum Dental Group, L.L.C. 401(k) Profit Sharing PlanPlum Dental Group, L.L.C. 40…$7MSouthern New Jersey Perinatal Cooperative 401(k) Profit Sharing PlanSouthern New Jersey Perinata…$7MShamin Management, LLC$7M
End-of-year total assets ($M) among Wilson Lewis, LLC Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wilson Lewis, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Wilson Lewis, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 29.66404809927533% vs 2022
2023 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 20222023 $5.04M $6.54M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 37 $5M
2023 1 47 $7M

Wilson Lewis, LLC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN582466648
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Wilson Lewis, LLC Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Wilson Lewis, LLC Safe Harbor 401(k) Plan, Total assets ($B): 0.006540558 · Participants: 47Wilson Lewis, LLC Safe Harbor 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Wilson Lewis, LLC Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Wilson Lewis, LLC Safe Harbor 401(k) Plan side-by-side with 3 peers →

Wilson Lewis, LLC Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan in OH ($7M); by covered participants it is Divcon Ems 401(k) Profit Sharing Plan in TX (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Lewis, LLC Safe Harbor 401(k) Plan assets move in 2023? ▼
Wilson Lewis, LLC Safe Harbor 401(k) Plan grew sharply - up 29.7% during 2023, from $5M to $7M. Reported net income was $1M.
How have Wilson Lewis, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Wilson Lewis, LLC's sponsor-wide assets grew 29.7%, from $5M to $7M.
Which 401(k) plans are similar in size to Wilson Lewis, LLC Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan in OH ($7M, 75 participants).
Which 401(k) plans cover a similar participant headcount to Wilson Lewis, LLC Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Divcon Ems 401(k) Profit Sharing Plan in TX (47 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 582466648.

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.