401(k) · DOL Form 5500 · 2024

Charles Wilson, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
23rd
Percentile by assets National rank
$337,969
Avg per participant High balance/head
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Official DOL plan name: Charles Wilson, Inc. Retirement Plan · Sponsored by Charles Wilson, Inc. · Texas · Professional & Technical Services

$1M in assets, 3 participants

Charles Wilson, Inc.'s Charles Wilson, Inc. Retirement Plan reported $1M in total assets and 3 participants in its 2024 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.

  • #3,686 in Professional & Technical Services (20,173 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 $1M / 3 participants.

#3,686
in Professional & Technical Services (20,173 peers)
+15.5%
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 2024 · DOL Form 5500

$1,013,908 23rd percentile higher than 23% 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

Charles Wilson, Inc. Retirement 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. Charles Wilson, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charles Wilson, Inc. Retirement Plan end-of-year assets rose from $878K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Charles Wilson, Inc. Retirement Plan reported net income fell from $143K in the plan year 2023 filing to $136K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 680552801 · Charles Wilson, Inc. PY 2024 · 401(k)

Charles Wilson, Inc. Retirement Plan · $1M · 3 · 23rd

  • BOY $1M
  • BOY 3
  • BOY 23rd
  • BOY 401(k)
  • BOY near Nk Businesses, Inc. 401(k) Profit Sharing Plan
  • BOY ind #3686

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. Retirement PlanCharles Wilson, Inc. Retirem…$1MNk Businesses, Inc. 401(k) Profit Sharing PlanNk Businesses, Inc. 401(k) P…$1MHound Dog Enterprises, Inc. 401(k) PlanHound Dog Enterprises, Inc. …$1MWinton Policy Group, LLC 401(k) Profit Sharing PlanWinton Policy Group, LLC 401…$1MThe Critical Thinking Company 401(k) PlanThe Critical Thinking Compan…$1M
End-of-year total assets ($M) among Charles Wilson, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.73M $1.01M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 4 $735K
2023 1 3 $878K
2024 1 3 $1M

Charles Wilson, Inc. filing trail (2024)

Total Assets (Beginning of Year)$878K
Net Assets (End of Year)$1M
Net Income$136K
Employer EIN680552801
Plan Effective Date2018-11-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Charles Wilson, Inc. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Charles Wilson, Inc. Retirement Plan, Total assets ($B): 0.001013908 · Participants: 3Charles Wilson, Inc. Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Charles Wilson, Inc. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Charles Wilson, Inc. Retirement Plan side-by-side with 3 peers →

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 Nk Businesses, Inc. 401(k) Profit Sharing Plan in CA ($1M); by covered participants it is Arizona Mortgage & Investments 401(k) Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Charles Wilson, Inc. Retirement Plan assets move in 2024? ▼
Charles Wilson, Inc. Retirement Plan grew sharply - up 15.5% during 2024, from $878K to $1M. Reported net income was $136K.
How have Charles Wilson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles Wilson, Inc.'s sponsor-wide assets grew 38.0%, from $735K to $1M.
Where does Charles Wilson, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Charles Wilson, Inc. Retirement Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Charles Wilson, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nk Businesses, Inc. 401(k) Profit Sharing Plan in CA ($1M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Charles Wilson, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arizona Mortgage & Investments 401(k) Plan in AZ (3 participants, $1M 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 680552801.

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.