401(k) · DOL Form 5500 · 2024
Wilber & Associates PC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 172
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $68,950
- Avg per participant Below avg balance/head
Official DOL plan name: The Wilber Group 401(k) Retirement Plan · Sponsored by Wilber & Associates PC · Illinois · Finance & Insurance
$12M in assets, 172 participants
Wilber & Associates PC's The Wilber Group 401(k) Retirement Plan reported $12M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #3,708 in Finance & Insurance (8,549 peers)
Coverage in Illinois
The Wilber Group 401(k) Retirement Plan covers 172 participants in Illinois, about 22% of the average Illinois filer (state average ~779 per filing). Assets: $12M.
- #3,708
- in Finance & Insurance (8,549 peers)
- +33.0%
- assets growth YoY
The Wilber Group 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
The Wilber Group 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,859,361 Top 41% higher than 59% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Wilber Group 401(k) Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Wilber Group 401(k) Retirement Plan sits mid-pack in the medium band (172 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Wilber Group 401(k) Retirement Plan reported participants rose from 122 in the plan year 2023 filing to 172 in the plan year 2024 filing.
- The Wilber Group 401(k) Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- The Wilber Group 401(k) Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 421628021 · Wilber & Associates PC PY 2024 · 401(k)
The Wilber Group 401(k) Retirement Plan · $12M · 172 · 59th
- PCT $12M
- PCT 172
- PCT 59th
- PCT 401(k)
- PCT near Bcs, LLC 401(k) Profit Sharing Plan
- PCT ind #3708
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 Illinois →
The Wilber Group 401(k) Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $3M |
| Employer EIN | 421628021 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wilber & Associates PC)
Sponsor-wide plan assets over time
All Wilber & Associates PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 80.44718926947816% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 141 | $7M |
| 2023 | 1 | 122 | $9M |
| 2024 | 1 | 172 | $12M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
The Wilber Group 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Bcs, LLC 401(k) Profit Sharing Plan in DC ($12M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.
- Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan (HI) 172 · 0 off
- The Milk Shake Factory 401(k) Plan (PA) 172 · 0 off
- Lifeline Foods 401(k) Retirement Plan (MO) 172 · 0 off
- Superior National Bank 401(k) & Profit Sharing Plan (MI) 172 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.