401(k) · DOL Form 5500 · 2024

S.M. Wilson & Co. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
89
Participants Small participant base
63rd
Percentile by assets National rank
$158,013
Avg per participant Above avg balance/head
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Official DOL plan name: S.M. Wilson & Co. 401(k) Savings Plan · Sponsored by S.M. Wilson & Co. · Missouri · Construction

$14M in assets, 89 participants

S.M. Wilson & Co.'s S.M. Wilson & Co. 401(k) Savings Plan reported $14M in total assets and 89 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #5,550 in Construction (9,039 peers)

S.M. Wilson & Co. multi-year trail

S.M. Wilson & Co.'s plans moved +93.4% in assets from 2022 to 2024; this filing shows S.M. Wilson & Co. 401(k) Savings Plan at $14M / 89 participants.

#5,550
in Construction (9,039 peers)
+19.4%
assets growth YoY

S.M. Wilson & Co. 401(k) Savings Plan's mid-pack asset rank among Construction and all filers

S.M. Wilson & Co. 401(k) Savings Plan vs every filed plan by assets

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

$14,063,156 Top 37% higher than 63% 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

S.M. Wilson & Co. 401(k) Savings 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. S.M. Wilson & Co. 401(k) Savings Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • S.M. Wilson & Co. 401(k) Savings Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • S.M. Wilson & Co. 401(k) Savings Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • S.M. Wilson & Co. 401(k) Savings Plan reported participants rose from 88 in the plan year 2023 filing to 89 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 370699952 · S.M. Wilson & Co. PY 2024 · 401(k)

S.M. Wilson & Co. 401(k) Savings Plan · $14M · 89 · 63rd

  • EOY $14M
  • 5500 89
  • ASSETS 63rd
  • PCT 401(k)
  • EIN near Aaag Holdings, Inc. 401(k) Plan
  • RANK ind #5550

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 Missouri →

S.M. Wilson & Co. 401(k) Savings Plan in the asset neighbourhood

S.M. Wilson & Co. 401(k) Savings PlanS.M. Wilson & Co. 401(k) Sav…$14MAaag Holdings, Inc. 401(k) PlanAaag Holdings, Inc. 401(k) P…$14MJohn L. Scott, Inc. 401(k) Salary Savings PlanJohn L. Scott, Inc. 401(k) S…$14MKate Farms 401(k) Profit Sharing Plan and TrustKate Farms 401(k) Profit Sha…$14MTharanco Group, Inc. 401(k) PlanTharanco Group, Inc. 401(k) …$14M
End-of-year total assets ($M) among S.M. Wilson & Co. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

S.M. Wilson & Co. multi-year asset trail

Sponsor-wide plan assets over time

All S.M. Wilson & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 93.39632792715591% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $23.7M $45.8M ▲ +93.4%
Year Plans Participants Total Assets
2022 2 196 $24M
2023 2 182 $32M
2024 2 180 $46M

S.M. Wilson & Co. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN370699952
Plan Effective Date1988-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

S.M. Wilson & Co. 401(k) Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants S.M. Wilson & Co. 401(k) Savings Plan, Total assets ($B): 0.014063156 · Participants: 89S.M. Wilson & Co. 401(k) Savings PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
S.M. Wilson & Co. 401(k) Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare S.M. Wilson & Co. 401(k) Savings Plan side-by-side with 3 peers →

S.M. Wilson & Co. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Aaag Holdings, Inc. 401(k) Plan in IN ($14M); by covered participants it is Hilscher-Clarke Electric Company 401(k) Profit Sharing Plan in OH (89 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (89 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 S.M. Wilson & Co. 401(k) Savings Plan assets move in 2024? ▼
S.M. Wilson & Co. 401(k) Savings Plan grew sharply - up 19.4% during 2024, from $12M to $14M. Reported net income was $2M.
How have S.M. Wilson & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S.M. Wilson & Co.'s sponsor-wide assets grew 93.4%, from $24M to $46M.
Which 401(k) plans are similar in size to S.M. Wilson & Co. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aaag Holdings, Inc. 401(k) Plan in IN ($14M, 2,397 participants).
Which 401(k) plans cover a similar participant headcount to S.M. Wilson & Co. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hilscher-Clarke Electric Company 401(k) Profit Sharing Plan in OH (89 participants, $20M 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 370699952.

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.