401(k) · DOL Form 5500 · 2024

Wicks Roofing, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
106
Participants Small participant base
31st
Percentile by assets National rank
$21,269
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wicks Fidelity Plan · Sponsored by Wicks Roofing, Inc. · California · Construction

$2M in assets, 106 participants

Wicks Roofing, Inc.'s Wicks Fidelity Plan reported $2M in total assets and 106 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,640 in Construction (9,039 peers)

Coverage in California

Wicks Fidelity Plan covers 106 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $2M.

#2,640
in Construction (9,039 peers)
+21.6%
assets growth YoY

Wicks Fidelity Plan among the smaller filed plans by assets

Wicks Fidelity Plan vs every filed plan by assets

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

$2,254,550 31st percentile higher than 31% 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

Wicks Fidelity 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. Wicks Fidelity Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wicks Fidelity Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Wicks Fidelity Plan reported participants rose from 95 in the plan year 2023 filing to 106 in the plan year 2024 filing.
  • Wicks Fidelity Plan reported net income rose from $376K in the plan year 2023 filing to $400K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 770418522 · Wicks Roofing, Inc. PY 2024 · 401(k)

Wicks Fidelity Plan · $2M · 106 · 31st

  • PCT $2M
  • EIN 106
  • RANK 31st
  • PHOTO 401(k)
  • IND near Sci, Inc. 401(k) Profit Sharing Plan
  • EOY ind #2640

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 Construction retirement plans → · Plans in California →

Wicks Fidelity Plan in the asset neighbourhood

Hawaiian Bros 401(k) Retirement PlanHawaiian Bros 401(k) Retirem…$2MWicks Fidelity Plan$2MSci, Inc. 401(k) Profit Sharing PlanSci, Inc. 401(k) Profit Shar…$2MStord Fulfillment 401(k) Plan$2MAdvocates, Inc. 403(b) Plan$2M
End-of-year total assets ($M) among Wicks Fidelity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$400K
Employer EIN770418522
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wicks Roofing, Inc.)

Sponsor-wide plan assets over time

All Wicks Roofing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 52.48385242298198% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.48M $2.25M ▲ +52.0%
Year Plans Participants Total Assets
2022 1 79 $1M
2023 1 95 $2M
2024 1 106 $2M

Nearby 401(k) Plans in California

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

Wicks Fidelity Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Wicks Fidelity Plan, Total assets ($B): 0.00225455 · Participants: 106Wicks Fidelity PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Wicks Fidelity Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wicks Fidelity Plan side-by-side with 3 peers →

Wicks Fidelity Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sci, Inc. 401(k) Profit Sharing Plan in NM ($2M); by covered participants it is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Wicks Fidelity Plan assets move in 2024? ▼
Wicks Fidelity Plan grew sharply - up 21.6% during 2024, from $2M to $2M. Reported net income was $400K.
How have Wicks Roofing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wicks Roofing, Inc.'s sponsor-wide assets grew 52.5%, from $1M to $2M.
Which 401(k) plans are similar in size to Wicks Fidelity Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sci, Inc. 401(k) Profit Sharing Plan in NM ($2M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Wicks Fidelity Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 participants, N/A 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 770418522.

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.