401(k) · DOL Form 5500 · 2023

Wilson Davis & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
25
Participants Small participant base
39th
Percentile by assets National rank
$145,753
Avg per participant Above avg balance/head
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Official DOL plan name: Wilson-Davis & Company, Inc. 401 (K) Profit Sharing Plan · Sponsored by Wilson Davis & Company, Inc. · Utah · Finance & Insurance

$4M in assets, 25 participants

Wilson Davis & Company, Inc.'s Wilson-Davis & Company, Inc. 401 (K) Profit Sharing Plan reported $4M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,404 in Finance & Insurance (8,869 peers)

Wilson Davis & Company, Inc. multi-year trail

Wilson Davis & Company, Inc.'s plans moved -25.2% in assets from 2022 to 2024; this filing shows Wilson-Davis & Company, Inc. 401 (K) Profit Sharing Plan at $4M / 25 participants.

#2,404
in Finance & Insurance (8,869 peers)
-24.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wilson-Davis & Company, Inc. 401 (K) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Wilson-Davis & Company, Inc. 401 (K) Profit Sharing Plan vs every filed plan by assets

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

$3,643,825 39th percentile higher than 39% 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-Davis & Company, Inc. 401 (K) Profit Sharing 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-Davis & Company, Inc. 401 (K) Profit Sharing Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wilson-Davis & Company, Inc. 401 (K) Profit Sharing Plan reported net income fell from $301K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Wilson-Davis & Company, Inc. 401 (K) Profit Sharing Plan end-of-year assets fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 870278784 · Wilson Davis & Company, Inc. PY 2023 · 401(k)

Wilson-Davis & Company, Inc. 401 (K) Profit Sharing Plan · $4M · 25 · 39th

  • IND $4M
  • EOY 25
  • 5500 39th
  • ASSETS 401(k)
  • PCT near Hcr 401(k) Plan
  • EIN ind #2404

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 Finance & Insurance retirement plans → · Plans in Utah →

Wilson-Davis & Company, Inc. 401 (K) Profit Sharing Plan in the asset neighbourhood

Wilson-Davis & Company, Inc. 401 (K) Profit Sharing PlanWilson-Davis & Company, Inc.…$4MHcr 401(k) Plan$4MOctave 401(k) Plan$4MUpper Cumberland Otolaryngology Clinic, PC 401(k) Profit Sharing PlanUpper Cumberland Otolaryngol…$4MSuncom Industries, Inc. 401(k) PlanSuncom Industries, Inc. 401(…$4M
End-of-year total assets ($M) among Wilson-Davis & Company, Inc. 401 (K) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wilson Davis & Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wilson Davis & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.194546053695166% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $4.84M $3.62M ▼ -25.2%
Year Plans Participants Total Assets
2022 1 25 $5M
2023 1 25 $4M
2024 1 24 $4M

Wilson Davis & Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN870278784
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Wilson-Davis & Company, Inc. 401 (K) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Wilson-Davis & Company, Inc. 401 (K) Profit Sharing Plan, Total assets ($B): 0.003643825 · Participants: 25Wilson-Davis & Company, Inc. 401 (K) Profit Sharing PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Wilson-Davis & Company, Inc. 401 (K) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Wilson-Davis & Company, Inc. 401 (K) Profit Sharing Plan side-by-side with 3 peers →

Wilson-Davis & Company, Inc. 401 (K) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Hcr 401(k) Plan in MD ($4M); by covered participants it is Pyromet 401(k) Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (25 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-Davis & Company, Inc. 401 (K) Profit Sharing Plan assets move in 2023? ▼
Wilson-Davis & Company, Inc. 401 (K) Profit Sharing Plan declined sharply - down 24.7% during 2023, from $5M to $4M. Reported net income was -$1M.
How have Wilson Davis & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilson Davis & Company, Inc.'s sponsor-wide assets declined 25.2%, from $5M to $4M.
Which 401(k) plans are similar in size to Wilson-Davis & Company, Inc. 401 (K) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hcr 401(k) Plan in MD ($4M, 207 participants).
Which 401(k) plans cover a similar participant headcount to Wilson-Davis & Company, Inc. 401 (K) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pyromet 401(k) Plan in PA (25 participants, N/A 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 870278784.

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.