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
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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

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

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.

See the national 2023→2024 release diff →

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

The Wilber Group 401(k) Retirement PlanThe Wilber Group 401(k) Reti…$12MBcs, LLC 401(k) Profit Sharing PlanBcs, LLC 401(k) Profit Shari…$12MMoody Gardens, Inc. 401(k) Retirement PlanMoody Gardens, Inc. 401(k) R…$12MDigital Alert Systems Inc. Profit Sharing 401(k) PlanDigital Alert Systems Inc. P…$12MExpresspoint Technology Services, Inc. 401(k) PlanExpresspoint Technology Serv…$12M
End-of-year total assets ($M) among The Wilber Group 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN421628021
Plan Effective Date2016-01-01
Filing StatusFILING 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
$6M$8M$10M$12M$14M 202220232024 $6.57M $11.9M ▲ +80.5%
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.

The Wilber Group 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants The Wilber Group 401(k) Retirement Plan, Total assets ($B): 0.011859361 · Participants: 172The Wilber Group 401(k) Retirement PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
The Wilber Group 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (172 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 The Wilber Group 401(k) Retirement Plan assets move in 2024?
The Wilber Group 401(k) Retirement Plan surged - up 33.0% during 2024, from $9M to $12M. Reported net income was $3M.
How have Wilber & Associates PC plan assets changed over time?
Across 3 plan years on file (2022-2024), Wilber & Associates PC's sponsor-wide assets grew 80.4%, from $7M to $12M.
Which 401(k) plans are similar in size to The Wilber Group 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Bcs, LLC 401(k) Profit Sharing Plan in DC ($12M, 192 participants).
Which 401(k) plans cover a similar participant headcount to The Wilber Group 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants, $999K in assets).