Money Purchase · DOL Form 5500 · 2024
Wilkins Investment Counsel, Inc. Money Purchase Plan
Data updated 2026-08-11
- $6M
- Total assets
- 10
- Participants
- 47th
- Percentile by assets
- $642,549
- Avg per participant
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.
- 47th percentile by assets (of 123,622 plans)
- #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.
- $6M
- total plan assets (2024 EOY)
- 10
- covered participants
- 47th
- percentile by assets (of 123,622 plans)
- $642,549
- avg assets per participant
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.
Wilkins Investment Counsel, Inc. across 3 plan years on file
Across the 3 plan years Wilkins Investment Counsel, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $6M, a gain of 33.0%, while reported participants moved from 12 to 10 (-16.7%). Peak year by sponsor assets: 2024 ($6M); trough: 2022 ($5M).
Wilkins Investment Counsel, Inc. multi-year asset trail
| 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 EIN | 043056293 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING 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
- Retirement Income Plan for Teaching Faculty of Harvard University $2.4B · 2,774
- Massachusetts Laborers' Annuity Fund $2.3B · 11,506
- Harvard University Defined Contribution Retirement Plan $2.0B · 14,571
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.8B · 8,421
- Tufts University Basic Retirement Plan $1.0B · 5,769
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Wilkins Investment Counsel, Inc. Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Wilkins Investment Counsel, Inc. Profit Sharing Plan's numbers.
- By total assets, Wilkins Investment Counsel, Inc. Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Wilkins Investment Counsel, Inc.'s sponsor-wide assets have grown 33.0% since 2022 across 3 plan years on file. More Finance & Insurance plans