401(k) · DOL Form 5500 · 2024

Wilson Harris & Company 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
9
Participants Small participant base
37th
Percentile by assets National rank
$405,617
Avg per participant High balance/head
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Official DOL plan name: Wilson Harris & Company 401(k) Plan · Sponsored by Wilson Harris & Company · Idaho · Professional & Technical Services

$4M in assets, 9 participants

Wilson Harris & Company's Wilson Harris & Company 401(k) Plan reported $4M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,803 in Professional & Technical Services (20,173 peers)

Wilson Harris & Company multi-year trail

Wilson Harris & Company's plans moved +22.9% in assets from 2022 to 2024; this filing shows Wilson Harris & Company 401(k) Plan at $4M / 9 participants.

#6,803
in Professional & Technical Services (20,173 peers)
+19.8%
assets growth YoY

Wilson Harris & Company 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wilson Harris & Company 401(k) Plan vs every filed plan by assets

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

$3,650,556 37th percentile higher than 37% 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

Wilson Harris & Company 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wilson Harris & Company 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wilson Harris & Company 401(k) Plan reported net income rose from $76K in the plan year 2023 filing to $604K in the plan year 2024 filing.
  • Wilson Harris & Company 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Wilson Harris & Company 401(k) Plan reported participants fell from 10 in the plan year 2023 filing to 9 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 820315994 · Wilson Harris & Company PY 2024 · 401(k)

Wilson Harris & Company 401(k) Plan · $4M · 9 · 37th

  • IND $4M
  • EOY 9
  • 5500 37th
  • ASSETS 401(k)
  • PCT near Red Rocks Credit Union Profit Sharing Plan
  • EIN ind #6803

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 Idaho →

Wilson Harris & Company 401(k) Plan in the asset neighbourhood

Wilson Harris & Company 401(k) PlanWilson Harris & Company 401(…$4MRed Rocks Credit Union Profit Sharing PlanRed Rocks Credit Union Profi…$4MAmericana Outdoors, Inc. 401(k) PlanAmericana Outdoors, Inc. 401…$4MNorthwest Employees 401(k) Savings PlanNorthwest Employees 401(k) S…$4MPinnacle Freight Systems, Inc. 401(k) Profit Sharing Plan and TrustPinnacle Freight Systems, In…$4M
End-of-year total assets ($M) among Wilson Harris & Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wilson Harris & Company multi-year asset trail

Sponsor-wide plan assets over time

All Wilson Harris & Company plans reported in each filing year

Latest sponsor-wide plan assets
$4M 22.91864765634891% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.97M $3.65M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 13 $3M
2023 1 10 $3M
2024 1 9 $4M

Wilson Harris & Company filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$604K
Employer EIN820315994
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Wilson Harris & Company 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Wilson Harris & Company 401(k) Plan, Total assets ($B): 0.003650556 · Participants: 9Wilson Harris & Company 401(k) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.744829372 · Participants: 8598Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.548581207 · Participants: 6632Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.560177552 · Participants: 9012Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.889896808 · Participants: 2119Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.740356793 · Participants: 3902Boise Cascade Company Savings Plan
Wilson Harris & Company 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Wilson Harris & Company 401(k) Plan side-by-side with 3 peers →

Wilson Harris & Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Red Rocks Credit Union Profit Sharing Plan in CO ($4M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Wilson Harris & Company 401(k) Plan assets move in 2024? ▼
Wilson Harris & Company 401(k) Plan grew sharply - up 19.8% during 2024, from $3M to $4M. Reported net income was $604K.
How have Wilson Harris & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilson Harris & Company's sponsor-wide assets grew 22.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Wilson Harris & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Red Rocks Credit Union Profit Sharing Plan in CO ($4M, 51 participants).
Which 401(k) plans cover a similar participant headcount to Wilson Harris & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K 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 820315994.

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.