401(k) · DOL Form 5500 · 2024

Wilmer & Lee, P.a. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
57
Participants Small participant base
59th
Percentile by assets National rank
$207,750
Avg per participant Above avg balance/head
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Official DOL plan name: Wilmer & Lee, P.a. 401(k) Profit Sharing Plan · Sponsored by Wilmer & Lee, P.a. · Alabama · Professional & Technical Services

$12M in assets, 57 participants

Wilmer & Lee, P.a.'s Wilmer & Lee, P.a. 401(k) Profit Sharing Plan reported $12M in total assets and 57 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.

  • #11,691 in Professional & Technical Services (20,173 peers)

Wilmer & Lee, P.a. multi-year trail

Wilmer & Lee, P.a.'s plans moved -12.7% in assets from 2022 to 2024; this filing shows Wilmer & Lee, P.a. 401(k) Profit Sharing Plan at $12M / 57 participants.

#11,691
in Professional & Technical Services (20,173 peers)
-16.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wilmer & Lee, P.a. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wilmer & Lee, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,841,733 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

Wilmer & Lee, P.a. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wilmer & Lee, P.a. 401(k) Profit Sharing Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wilmer & Lee, P.a. 401(k) Profit Sharing Plan reported net income fell from $589K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Wilmer & Lee, P.a. 401(k) Profit Sharing Plan end-of-year assets fell from $14M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Wilmer & Lee, P.a. 401(k) Profit Sharing Plan reported participants fell from 59 in the plan year 2023 filing to 57 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 630786567 · Wilmer & Lee, P.a. PY 2024 · 401(k)

Wilmer & Lee, P.a. 401(k) Profit Sharing Plan · $12M · 57 · 59th

  • BOY $12M
  • BOY 57
  • BOY 59th
  • BOY 401(k)
  • BOY near Tricor Industrial, Inc. 401(k) Plan
  • BOY ind #11691

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 Alabama →

Wilmer & Lee, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Wilmer & Lee, P.a. 401(k) Profit Sharing PlanWilmer & Lee, P.a. 401(k) Pr…$12MTricor Industrial, Inc. 401(k) PlanTricor Industrial, Inc. 401(…$12MDreison International 401(k) Savings and Retirement PlanDreison International 401(k)…$12MHickmans Egg Ranch, Inc. 401(k)Hickmans Egg Ranch, Inc. 401…$12MAlive Hospice, Inc. Employees Retirement PlanAlive Hospice, Inc. Employee…$12M
End-of-year total assets ($M) among Wilmer & Lee, P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wilmer & Lee, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Wilmer & Lee, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 12.746683882920534% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $13.6M $11.8M ▼ -12.7%
Year Plans Participants Total Assets
2022 1 64 $14M
2023 1 59 $14M
2024 1 57 $12M

Wilmer & Lee, P.a. filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN630786567
Plan Effective Date2004-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Wilmer & Lee, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Wilmer & Lee, P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.011841733 · Participants: 57Wilmer & Lee, P.a. 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Wilmer & Lee, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Wilmer & Lee, P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wilmer & Lee, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Tricor Industrial, Inc. 401(k) Plan in OH ($12M); by covered participants it is Certified 401(k) Plan in FL (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Wilmer & Lee, P.a. 401(k) Profit Sharing Plan assets move in 2024? ▼
Wilmer & Lee, P.a. 401(k) Profit Sharing Plan declined sharply - down 16.4% during 2024, from $14M to $12M. Reported net income was -$2M.
How have Wilmer & Lee, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilmer & Lee, P.a.'s sponsor-wide assets declined 12.7%, from $14M to $12M.
Which 401(k) plans are similar in size to Wilmer & Lee, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tricor Industrial, Inc. 401(k) Plan in OH ($12M, 227 participants).
Which 401(k) plans cover a similar participant headcount to Wilmer & Lee, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Certified 401(k) Plan in FL (57 participants, $702K 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 630786567.

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.