Money Purchase · DOL Form 5500 · 2024

Wilkins Investment Counsel, Inc. Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
10
Participants Small participant base
47th
Percentile by assets National rank
$642,549
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wilkins Investment Counsel, Inc. Profit Sharing Plan · Sponsored by Wilkins Investment Counsel, Inc. · Massachusetts · Finance & Insurance

$6M in assets, 10 participants

Wilkins Investment Counsel, Inc.'s Wilkins Investment Counsel, Inc. Profit Sharing Plan reported $6M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,729 in Finance & Insurance (8,549 peers)

Wilkins Investment Counsel, Inc. multi-year trail

Wilkins Investment Counsel, Inc.'s plans moved +33.0% in assets from 2022 to 2024; this filing shows Wilkins Investment Counsel, Inc. Profit Sharing Plan at $6M / 10 participants.

#2,729
in Finance & Insurance (8,549 peers)
+13.6%
assets growth YoY

Wilkins Investment Counsel, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Wilkins Investment Counsel, Inc. Profit Sharing Plan vs every filed plan by assets

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

$6,425,490 47th percentile higher than 47% 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

Wilkins Investment Counsel, Inc. Profit Sharing 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. Wilkins Investment Counsel, Inc. Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wilkins Investment Counsel, Inc. Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Wilkins Investment Counsel, Inc. Profit Sharing Plan reported net income fell from $824K in the plan year 2023 filing to $769K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 043056293 · Wilkins Investment Counsel, Inc. PY 2024 · Money Purchase

Wilkins Investment Counsel, Inc. Profit Sharing Plan · $6M · 10 · 47th

  • PCT $6M
  • EIN 10
  • RANK 47th
  • PHOTO Money Purchase
  • IND near Pvs Chemical Solutions Money Purchase Pension Plan
  • EOY ind #2729

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 Massachusetts →

Wilkins Investment Counsel, Inc. Profit Sharing Plan in the asset neighbourhood

Newton Clinic, P.C. Money Purchase Pension PlanNewton Clinic, P.C. Money Pu…$6MWilkins Investment Counsel, Inc. Profit Sharing PlanWilkins Investment Counsel, …$6MPvs Chemical Solutions Money Purchase Pension PlanPvs Chemical Solutions Money…$6MRowling Streeter & Partipilo PC Employees Pension Plan & TrustRowling Streeter & Partipilo…$6MGreeley County Health Services Inc. Employees Pension PlanGreeley County Health Servic…$6M
End-of-year total assets ($M) among Wilkins Investment Counsel, Inc. Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Wilkins Investment Counsel, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wilkins Investment Counsel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 32.96428986032675% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $4.83M $6.43M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 12 $5M
2023 1 10 $6M
2024 1 10 $6M

Wilkins Investment Counsel, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$769K
Employer EIN043056293
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Massachusetts

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Wilkins Investment Counsel, Inc. Profit Sharing Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Wilkins Investment Counsel, Inc. Profit Sharing Plan, Total assets ($B): 0.00642549 · Participants: 10Wilkins Investment Counsel, Inc. Profit Sharing PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.380051887 · Participants: 2774Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.291740538 · Participants: 11506Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 2.033803409 · Participants: 14571Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.774297856 · Participants: 8421Electrical Workers Deferred Income Plan Local 103, I.B.E.W.Tufts University Basic Retirement Plan, Total assets ($B): 1.039998444 · Participants: 5769Tufts University Basic Retirement Plan
Wilkins Investment Counsel, Inc. Profit Sharing Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Wilkins Investment Counsel, Inc. Profit Sharing Plan side-by-side with 3 peers →

Wilkins Investment Counsel, Inc. Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Pvs Chemical Solutions Money Purchase Pension Plan in MI ($6M); by covered participants it is Retirement Plan of Richard P. Mellon 1940 Trust in PA (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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wilkins Investment Counsel, Inc. Profit Sharing Plan assets move in 2024? ▼
Wilkins Investment Counsel, Inc. Profit Sharing Plan grew at a solid clip - up 13.6% during 2024, from $6M to $6M. Reported net income was $769K.
How have Wilkins Investment Counsel, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilkins Investment Counsel, Inc.'s sponsor-wide assets grew 33.0%, from $5M to $6M.
Which Money Purchase plans are similar in size to Wilkins Investment Counsel, Inc. Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Pvs Chemical Solutions Money Purchase Pension Plan in MI ($6M, 65 participants).
Which Money Purchase plans cover a similar participant headcount to Wilkins Investment Counsel, Inc. Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Retirement Plan of Richard P. Mellon 1940 Trust in PA (10 participants, $308K 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 043056293.

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.