401(k) · DOL Form 5500 · 2024
Wiley & Wilson, Inc. 401(k) Plan
Data updated 2026-08-25
- $94M
- Total assets Below avg plan size
- 163
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $578,936
- Avg per participant High balance/head
Official DOL plan name: Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan · Sponsored by Wiley & Wilson, Inc. · Virginia · Professional & Technical Services
$94M in assets, 163 participants
Wiley & Wilson, Inc.'s Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan reported $94M in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #18,376 in Professional & Technical Services (20,173 peers)
Coverage in Virginia
Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan covers 163 participants in Virginia, about 21% of the average Virginia filer (state average ~782 per filing). Assets: $94M.
- #18,376
- in Professional & Technical Services (20,173 peers)
- +2.1%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan's outsized position by total assets
Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$94,366,556 Top 10% higher than 90% 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
Wiley & Wilson, Inc. Employee Stock Ownership and Savings 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. Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan sits mid-pack in the medium band (163 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan reported net income fell from $9M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan reported participants fell from 184 in the plan year 2023 filing to 163 in the plan year 2024 filing.
- Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan end-of-year assets rose from $92M in the plan year 2023 filing to $94M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 540922889 · Wiley & Wilson, Inc. PY 2024 · 401(k)
Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan · $94M · 163 · 90th
- ASSETS $94M
- ASSETS 163
- ASSETS 90th
- ASSETS 401(k)
- ASSETS near Duolingo Retirement Trust
- ASSETS ind #18376
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 Professional & Technical Services retirement plans → · Plans in Virginia →
Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $92M |
|---|---|
| Net Assets (End of Year) | $90M |
| Net Income | $2M |
| Employer EIN | 540922889 |
| Plan Effective Date | 1967-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wiley & Wilson, Inc.)
Sponsor-wide plan assets over time
All Wiley & Wilson, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $94M 12.029985480089573% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 179 | $84M |
| 2023 | 1 | 184 | $92M |
| 2024 | 1 | 163 | $94M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Duolingo Retirement Trust in PA ($94M); by covered participants it is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($94M here).
- Duolingo Retirement Trust (PA) $94M · 666
- Central Employees Savings Plan (MI) $94M · 5,923
- Chapman Automotive Group 401(k) Plan and Trust (AZ) $94M · 2,147
- C.W. Matthews Contracting Company, Inc. 401(k) Plan (GA) $94M · 1,375
Similar participant headcount
Nearest other-state filings by covered participants (163 participants); asset peers above are excluded.
- Kessler's, Inc. 401(k) Retirement Plan (SD) 163 · 0 off
- Rfi Enterprises Savings and Retirement Plan (CA) 163 · 0 off
- The Arthur Companies, Inc. 401(k) Profit Sharing Plan (ND) 163 · 0 off
- Insite Capital LLC 401(k) Profit Sharing Plan (FL) 163 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.