401(k) · DOL Form 5500 · 2024

Wilhelm Ventures Inc. 401(k) Plan

Data updated 2026-08-25

$80K
Total assets Small plan by assets
3
Participants Small participant base
5th
Percentile by assets National rank
$26,679
Avg per participant Low balance/head
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Official DOL plan name: Wilhelm Ventures Inc. 401(k) Plan · Sponsored by Wilhelm Ventures Inc. · Texas · Information & Media

$80K in assets, 3 participants

Wilhelm Ventures Inc.'s Wilhelm Ventures Inc. 401(k) Plan reported $80K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #98 in Information & Media (2,822 peers)

Wilhelm Ventures Inc. multi-year trail

Wilhelm Ventures Inc.'s plans moved -47.8% in assets from 2022 to 2024; this filing shows Wilhelm Ventures Inc. 401(k) Plan at $80K / 3 participants.

#98
in Information & Media (2,822 peers)
-27.3%
assets change YoY

The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wilhelm Ventures Inc. 401(k) Plan among the smaller filed plans by assets

Wilhelm Ventures Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$80,036 5th percentile higher than 5% of 123,620 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 2024

Wilhelm Ventures Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wilhelm Ventures Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wilhelm Ventures Inc. 401(k) Plan reported net income rose from -$43K in the plan year 2023 filing to -$30K in the plan year 2024 filing.
  • Wilhelm Ventures Inc. 401(k) Plan end-of-year assets fell from $110K in the plan year 2023 filing to $80K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 320671850 · Wilhelm Ventures Inc. PY 2024 · 401(k)

Wilhelm Ventures Inc. 401(k) Plan · $80K · 3 · 5th

  • IND $80K
  • IND 3
  • IND 5th
  • IND 401(k)
  • IND near Sb Services, Inc. 401(k) Profit Sharing Plan
  • IND ind #98

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 Information & Media retirement plans → · Plans in Texas →

Wilhelm Ventures Inc. 401(k) Plan in the asset neighbourhood

Wilhelm Ventures Inc. 401(k) PlanWilhelm Ventures Inc. 401(k)…$80KSb Services, Inc. 401(k) Profit Sharing PlanSb Services, Inc. 401(k) Pro…$80KHarpellbron Inc. Retirement PlanHarpellbron Inc. Retirement …$80KRiver & Oaks Enterprises Corporation 401(k) PlanRiver & Oaks Enterprises Cor…$80KMountain Mana Corp. 401(k) PlanMountain Mana Corp. 401(k) P…$80K
End-of-year total assets ($M) among Wilhelm Ventures Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wilhelm Ventures Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wilhelm Ventures Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$80K 47.832094902880975% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M 202220232024 $0.15M $0.08M ▼ -46.7%
Year Plans Participants Total Assets
2022 1 N/A $153K
2023 1 3 $110K
2024 1 3 $80K

Wilhelm Ventures Inc. filing trail (2024)

Total Assets (Beginning of Year)$110K
Net Assets (End of Year)$80K
Net Income-$30K
Employer EIN320671850
Plan Effective Date2021-11-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Wilhelm Ventures Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Wilhelm Ventures Inc. 401(k) Plan, Total assets ($B): 0.000080036 · Participants: 3Wilhelm Ventures Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Wilhelm Ventures Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Wilhelm Ventures Inc. 401(k) Plan side-by-side with 3 peers →

Wilhelm Ventures Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sb Services, Inc. 401(k) Profit Sharing Plan in CO ($80K); by covered participants it is Arizona Mortgage & Investments 401(k) Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wilhelm Ventures Inc. 401(k) Plan assets move in 2024? ▼
Wilhelm Ventures Inc. 401(k) Plan declined sharply - down 27.3% during 2024, from $110K to $80K. Reported net income was -$30K.
How have Wilhelm Ventures Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilhelm Ventures Inc.'s sponsor-wide assets declined 47.8%, from $153K to $80K.
Where does Wilhelm Ventures Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Wilhelm Ventures Inc. 401(k) Plan ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Wilhelm Ventures Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sb Services, Inc. 401(k) Profit Sharing Plan in CO ($80K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Wilhelm Ventures Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arizona Mortgage & Investments 401(k) Plan in AZ (3 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 320671850.

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.