401(k) · DOL Form 5500 · 2024

Wilshire Advisors LLC 401(k) Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
237
Participants Below avg headcount
89th
Percentile by assets National rank
$334,489
Avg per participant High balance/head
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Official DOL plan name: Wilshire Advisors LLC 401(k) Employee Savings Plan · Sponsored by Wilshire Advisors LLC · California · Finance & Insurance

$79M in assets, 237 participants

Wilshire Advisors LLC's Wilshire Advisors LLC 401(k) Employee Savings Plan reported $79M in total assets and 237 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,046 in Finance & Insurance (8,549 peers)

Coverage in California

Wilshire Advisors LLC 401(k) Employee Savings Plan covers 237 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $79M.

#7,046
in Finance & Insurance (8,549 peers)
+17.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Wilshire Advisors LLC 401(k) Employee Savings Plan's outsized position by total assets

Wilshire Advisors LLC 401(k) Employee Savings Plan vs every filed plan by assets

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

$79,273,783 Top 11% higher than 89% 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

Wilshire Advisors LLC 401(k) Employee 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. Wilshire Advisors LLC 401(k) Employee Savings Plan sits mid-pack in the medium band (237 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wilshire Advisors LLC 401(k) Employee Savings Plan reported net income rose from $8M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Wilshire Advisors LLC 401(k) Employee Savings Plan end-of-year assets rose from $67M in the plan year 2023 filing to $79M in the plan year 2024 filing.
  • Wilshire Advisors LLC 401(k) Employee Savings Plan reported participants rose from 234 in the plan year 2023 filing to 237 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 952755361 · Wilshire Advisors LLC PY 2024 · 401(k)

Wilshire Advisors LLC 401(k) Employee Savings Plan · $79M · 237 · 89th

  • NET $79M
  • BOOK 237
  • VS-ST 89th
  • BOY 401(k)
  • SCH near E-Tech 401(k) Plan
  • EBSA ind #7046

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 Finance & Insurance retirement plans → · Plans in California →

Wilshire Advisors LLC 401(k) Employee Savings Plan in the asset neighbourhood

Community Computer Service, Inc. 401(k) PlanCommunity Computer Service, …$79MBehlen Mfg. Co. 401(k) Plan$79MWilshire Advisors LLC 401(k) Employee Savings PlanWilshire Advisors LLC 401(k)…$79ME-Tech 401(k) Plan$79MSavant Capital, LLC 401(k) PlanSavant Capital, LLC 401(k) P…$79M
End-of-year total assets ($M) among Wilshire Advisors LLC 401(k) Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$79M
Net Income$12M
Employer EIN952755361
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wilshire Advisors LLC)

Sponsor-wide plan assets over time

All Wilshire Advisors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$79M 32.961297076779% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $59.6M $79.3M ▲ +33.0%
Year Plans Participants Total Assets
2022 1 241 $60M
2023 1 234 $67M
2024 1 237 $79M

Nearby 401(k) Plans in California

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

Wilshire Advisors LLC 401(k) Employee Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Wilshire Advisors LLC 401(k) Employee Savings Plan, Total assets ($B): 0.079273783 · Participants: 237Wilshire Advisors LLC 401(k) Employee Savings 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
Wilshire Advisors LLC 401(k) Employee Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wilshire Advisors LLC 401(k) Employee Savings Plan side-by-side with 3 peers →

Wilshire Advisors LLC 401(k) Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is E-Tech 401(k) Plan in OH ($79M); by covered participants it is Mesa Global 401(k) Retirement Plan in NC (237 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($79M here).

Similar participant headcount

Nearest other-state filings by covered participants (237 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 Wilshire Advisors LLC 401(k) Employee Savings Plan assets move in 2024? ▼
Wilshire Advisors LLC 401(k) Employee Savings Plan grew sharply - up 17.5% during 2024, from $67M to $79M. Reported net income was $12M.
How have Wilshire Advisors LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilshire Advisors LLC's sponsor-wide assets grew 33.0%, from $60M to $79M.
Where does Wilshire Advisors LLC 401(k) Employee Savings Plan rank by assets among Form 5500 filers? ▼
Wilshire Advisors LLC 401(k) Employee Savings Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wilshire Advisors LLC 401(k) Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is E-Tech 401(k) Plan in OH ($79M, 581 participants).
Which 401(k) plans cover a similar participant headcount to Wilshire Advisors LLC 401(k) Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Global 401(k) Retirement Plan in NC (237 participants, $8M 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 952755361.

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.