401(k) · DOL Form 5500 · 2024

Wilkinson and Clements PA 401(k) Plan

Data updated 2026-08-25

$662K
Total assets Small plan by assets
14
Participants Small participant base
20th
Percentile by assets National rank
$47,251
Avg per participant Low balance/head
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Official DOL plan name: Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust · Sponsored by Wilkinson and Clements PA · Florida · Other Services

$662K in assets, 14 participants

Wilkinson and Clements PA's Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust reported $662K in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,221 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust ranks #3,221 of 7,719 2024 filers by assets (3034% of the sector average)-$662K for 14 participants.

#3,221
in Other Services (7,719 peers)
+18.6%
assets growth YoY

Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$661,514 20th percentile higher than 20% 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

Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $558K in the plan year 2023 filing to $662K in the plan year 2024 filing.
  • Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust reported participants rose from 13 in the plan year 2023 filing to 14 in the plan year 2024 filing.
  • Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust reported net income fell from $110K in the plan year 2023 filing to $104K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 161629191 · Wilkinson and Clements PA PY 2024 · 401(k)

Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust · $662K · 14 · 20th

  • BOOK $662K
  • VS-ST 14
  • BOY 20th
  • SCH 401(k)
  • EBSA near Mark Ryan Company, LLC 401(k) Plan
  • PART ind #3221

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 Other Services retirement plans → · Plans in Florida →

Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Wilkinson and Clements PA 401(k) Profit Sharing Plan & TrustWilkinson and Clements PA 40…$662KMark Ryan Company, LLC 401(k) PlanMark Ryan Company, LLC 401(k…$662KScales Venture Holdings Inc. Retirement PlanScales Venture Holdings Inc.…$662KHats-N-Homes, Inc. 401(k) PlanHats-N-Homes, Inc. 401(k) Pl…$662KPeoplecare Health System Inc. Pension Transfer Trust PlanPeoplecare Health System Inc…$662K
End-of-year total assets ($M) among Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$558K
Net Assets (End of Year)$662K
Net Income$104K
Employer EIN161629191
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wilkinson and Clements PA)

Sponsor-wide plan assets over time

All Wilkinson and Clements PA plans reported in each filing year

Latest sponsor-wide plan assets
$662K 47.639601839039415% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M 202220232024 $0.45M $0.66M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 12 $448K
2023 1 13 $558K
2024 1 14 $662K

Nearby 401(k) Plans in Florida

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

Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000661514 · Participants: 14Wilkinson and Clements PA 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Mark Ryan Company, LLC 401(k) Plan in NE ($662K); by covered participants it is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust grew sharply - up 18.6% during 2024, from $558K to $662K. Reported net income was $104K.
How have Wilkinson and Clements PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilkinson and Clements PA's sponsor-wide assets grew 47.6%, from $448K to $662K.
Where does Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust ranks in the 20th 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 Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mark Ryan Company, LLC 401(k) Plan in NE ($662K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants, $3M 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 161629191.

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.