401(k) · DOL Form 5500 · 2024

Wilkinson, Goeller, Modesitt, Wilkinson & Drummy, 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
17
Participants Small participant base
52nd
Percentile by assets National rank
$499,319
Avg per participant High balance/head
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Official DOL plan name: Wilkinson Law Firm 401(k) Plan · Sponsored by Wilkinson, Goeller, Modesitt, Wilkinson & Drummy, · Indiana · Professional & Technical Services

$8M in assets, 17 participants

Wilkinson, Goeller, Modesitt, Wilkinson & Drummy,'s Wilkinson Law Firm 401(k) Plan reported $8M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,171 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Wilkinson Law Firm 401(k) Plan holds $8M for 17 participants - about $499,319 per participant, above the median plan by assets.

#10,171
in Professional & Technical Services (20,173 peers)
-3.1%
assets change YoY

The plan reported a net loss of $271K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wilkinson Law Firm 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wilkinson Law Firm 401(k) Plan vs every filed plan by assets

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

$8,488,417 Top 48% higher than 52% 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

Wilkinson Law Firm 401(k) 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. Wilkinson Law Firm 401(k) Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wilkinson Law Firm 401(k) Plan reported net income fell from $431K in the plan year 2023 filing to -$271K in the plan year 2024 filing.
  • Wilkinson Law Firm 401(k) Plan reported participants fell from 20 in the plan year 2023 filing to 17 in the plan year 2024 filing.
  • Wilkinson Law Firm 401(k) Plan end-of-year assets fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 350902122 · Wilkinson, Goeller, Modesitt, Wilkinson & Drummy, PY 2024 · 401(k)

Wilkinson Law Firm 401(k) Plan · $8M · 17 · 52nd

  • BOOK $8M
  • BOOK 17
  • BOOK 52nd
  • BOOK 401(k)
  • BOOK near Skilled Manufacturing, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #10171

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 Indiana →

Wilkinson Law Firm 401(k) Plan in the asset neighbourhood

Wilkinson Law Firm 401(k) PlanWilkinson Law Firm 401(k) Pl…$8MSkilled Manufacturing, Inc. 401(k) Profit Sharing PlanSkilled Manufacturing, Inc. …$8MButler County Community Health Consortium, Inc. 401(k) PlanButler County Community Heal…$8M401(k) Profit-Sharing Plan for Employees of Compass, Inc.401(k) Profit-Sharing Plan f…$8M401(k) Profit Sharing Plan & Trust of Resj P.C.401(k) Profit Sharing Plan &…$8M
End-of-year total assets ($M) among Wilkinson Law Firm 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$271K
Employer EIN350902122
Plan Effective Date2002-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wilkinson, Goeller, Modesitt, Wilkinson & Drummy,)

Sponsor-wide plan assets over time

All Wilkinson, Goeller, Modesitt, Wilkinson & Drummy, plans reported in each filing year

Latest sponsor-wide plan assets
$8M 1.921525001545918% vs 2022
2024 filing year
$8.2M$8.4M$8.6M$8.8M$9M 202220232024 $8.33M $8.49M ▲ +1.9%
Year Plans Participants Total Assets
2022 1 24 $8M
2023 1 20 $9M
2024 1 17 $8M

Nearby 401(k) Plans in Indiana

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

Wilkinson Law Firm 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Wilkinson Law Firm 401(k) Plan, Total assets ($B): 0.008488417 · Participants: 17Wilkinson Law Firm 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Wilkinson Law Firm 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Wilkinson Law Firm 401(k) Plan side-by-side with 3 peers →

Wilkinson Law Firm 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Skilled Manufacturing, Inc. 401(k) Profit Sharing Plan in MI ($8M); by covered participants it is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Wilkinson Law Firm 401(k) Plan assets move in 2024? ▼
Wilkinson Law Firm 401(k) Plan edged down modestly - down 3.1% during 2024, from $9M to $8M. Reported net income was -$271K.
How have Wilkinson, Goeller, Modesitt, Wilkinson & Drummy, plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilkinson, Goeller, Modesitt, Wilkinson & Drummy,'s sponsor-wide assets grew 1.9%, from $8M to $8M.
Which 401(k) plans are similar in size to Wilkinson Law Firm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Skilled Manufacturing, Inc. 401(k) Profit Sharing Plan in MI ($8M, 199 participants).
Which 401(k) plans cover a similar participant headcount to Wilkinson Law Firm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants, $343K 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 350902122.

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.