401(k) · DOL Form 5500 · 2023
Charles Wilson, Inc. 401(k) Plan
Data updated 2026-08-25
- $878K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $292,688
- Avg per participant High balance/head
Official DOL plan name: Charles Wilson, Inc. Retirement Plan · Sponsored by Charles Wilson, Inc. · Texas · Professional & Technical Services
$878K in assets, 3 participants
Charles Wilson, Inc.'s Charles Wilson, Inc. Retirement Plan reported $878K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,570 in Professional & Technical Services (20,321 peers)
Charles Wilson, Inc. multi-year trail
Charles Wilson, Inc.'s plans moved +38.0% in assets from 2022 to 2024; this filing shows Charles Wilson, Inc. Retirement Plan at $878K / 3 participants.
- #3,570
- in Professional & Technical Services (20,321 peers)
- +19.5%
- assets growth YoY
Charles Wilson, Inc. Retirement Plan among the smaller filed plans by assets
Charles Wilson, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$878,063 23rd percentile higher than 23% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Charles Wilson, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles Wilson, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Charles Wilson, Inc. Retirement Plan reported net income rose from $58K in the plan year 2022 filing to $143K in the plan year 2023 filing.
- Charles Wilson, Inc. Retirement Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
- Charles Wilson, Inc. Retirement Plan end-of-year assets rose from $735K in the plan year 2022 filing to $878K in the plan year 2023 filing.
DOL schedule card
Filing strip 680552801 · Charles Wilson, Inc. PY 2023 · 401(k)
Charles Wilson, Inc. Retirement Plan · $878K · 3 · 23rd
- RANK $878K
- RANK 3
- RANK 23rd
- RANK 401(k)
- RANK near Mountain Journey Corp. 401(k) Plan
- RANK ind #3570
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 Texas →
Charles Wilson, Inc. Retirement Plan in the asset neighbourhood
Charles Wilson, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Charles Wilson, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 37.95530060384731% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $735K |
| 2023 | 1 | 3 | $878K |
| 2024 | 1 | 3 | $1M |
Charles Wilson, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $735K |
|---|---|
| Net Assets (End of Year) | $878K |
| Net Income | $143K |
| Employer EIN | 680552801 |
| Plan Effective Date | 2018-11-14 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Charles Wilson, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Mountain Journey Corp. 401(k) Plan in NY ($878K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($878K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- P&j Holdings, Inc. 401(k) Profit Sharing Plan (MN) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.