401(k) · DOL Form 5500 · 2024
Dlwilson Holdings Incorporated 401(k) Plan
Data updated 2026-08-25
- $312K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $312,333
- Avg per participant High balance/head
Official DOL plan name: Dlwilson Holdings Incorporated 401(k) Profit Sharing Plan · Sponsored by Dlwilson Holdings Incorporated · Florida · Retail Trade
$312K in assets, 1 participants
Dlwilson Holdings Incorporated's Dlwilson Holdings Incorporated 401(k) Profit Sharing Plan reported $312K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 14th 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.
- #1,835 in Retail Trade (8,048 peers)
Dlwilson Holdings Incorporated multi-year trail
Dlwilson Holdings Incorporated's plans moved +18.1% in assets from 2022 to 2024; this filing shows Dlwilson Holdings Incorporated 401(k) Profit Sharing Plan at $312K / 1 participant.
- #1,835
- in Retail Trade (8,048 peers)
- -30.8%
- assets change YoY
The plan reported a net loss of $139K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dlwilson Holdings Incorporated 401(k) Profit Sharing Plan among the smaller filed plans by assets
Dlwilson Holdings Incorporated 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$312,333 14th percentile higher than 14% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Dlwilson Holdings Incorporated 401(k) Profit Sharing 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. Dlwilson Holdings Incorporated 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dlwilson Holdings Incorporated 401(k) Profit Sharing Plan reported net income fell from $187K in the plan year 2023 filing to -$139K in the plan year 2024 filing.
- Dlwilson Holdings Incorporated 401(k) Profit Sharing Plan end-of-year assets fell from $451K in the plan year 2023 filing to $312K in the plan year 2024 filing.
DOL schedule card
Filing strip 881017965 · Dlwilson Holdings Incorporated PY 2024 · 401(k)
Dlwilson Holdings Incorporated 401(k) Profit Sharing Plan · $312K · 1 · 14th
- PART $312K
- PART 1
- PART 14th
- PART 401(k)
- PART near Lrich Investments, Inc 401(k) Plan
- PART ind #1835
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 Retail Trade retirement plans → · Plans in Florida →
Dlwilson Holdings Incorporated 401(k) Profit Sharing Plan in the asset neighbourhood
Dlwilson Holdings Incorporated multi-year asset trail
Sponsor-wide plan assets over time
All Dlwilson Holdings Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $312K 18.12003630587701% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $264K |
| 2023 | 1 | 1 | $451K |
| 2024 | 1 | 1 | $312K |
Dlwilson Holdings Incorporated filing trail (2024)
| Total Assets (Beginning of Year) | $451K |
|---|---|
| Net Assets (End of Year) | $312K |
| Net Income | -$139K |
| Employer EIN | 881017965 |
| Plan Effective Date | 2022-03-04 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Dlwilson Holdings Incorporated 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Lrich Investments, Inc 401(k) Plan in CA ($312K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($312K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.