401(k) · DOL Form 5500 · 2024

Frederick Wildman & Sons Limited 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
131
Participants Small participant base
75th
Percentile by assets National rank
$196,063
Avg per participant Above avg balance/head
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Official DOL plan name: Frederick Wildman & Sons Limited 401(k) Retirement Plan · Sponsored by Frederick Wildman & Sons Limited · New York · Wholesale Trade

$26M in assets, 131 participants

Frederick Wildman & Sons Limited's Frederick Wildman & Sons Limited 401(k) Retirement Plan reported $26M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,405 in Wholesale Trade (6,080 peers)

Coverage in New York

Frederick Wildman & Sons Limited 401(k) Retirement Plan covers 131 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $26M.

#4,405
in Wholesale Trade (6,080 peers)
+12.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Frederick Wildman & Sons Limited 401(k) Retirement Plan's outsized position by total assets

Frederick Wildman & Sons Limited 401(k) Retirement Plan vs every filed plan by assets

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

$25,684,203 Top 25% higher than 75% 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

Frederick Wildman & Sons Limited 401(k) Retirement 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. Frederick Wildman & Sons Limited 401(k) Retirement Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Frederick Wildman & Sons Limited 401(k) Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Frederick Wildman & Sons Limited 401(k) Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Frederick Wildman & Sons Limited 401(k) Retirement Plan reported participants rose from 129 in the plan year 2023 filing to 131 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 132587600 · Frederick Wildman & Sons Limited PY 2024 · 401(k)

Frederick Wildman & Sons Limited 401(k) Retirement Plan · $26M · 131 · 75th

  • PCT $26M
  • PCT 131
  • PCT 75th
  • PCT 401(k)
  • PCT near Hbk Sorce Financial, LLC 401(k) Profit Sharing Plan
  • PCT ind #4405

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 Wholesale Trade retirement plans → · Plans in New York →

Frederick Wildman & Sons Limited 401(k) Retirement Plan in the asset neighbourhood

Northern Clearing 401(k) Plan$26MLine 6 401(k)$26MCalifornia Pacific Orthopaedics & Sports Medicine Ps PlanCalifornia Pacific Orthopaed…$26MFrederick Wildman & Sons Limited 401(k) Retirement PlanFrederick Wildman & Sons Lim…$26MHbk Sorce Financial, LLC 401(k) Profit Sharing PlanHbk Sorce Financial, LLC 401…$26M
End-of-year total assets ($M) among Frederick Wildman & Sons Limited 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN132587600
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Frederick Wildman & Sons Limited)

Sponsor-wide plan assets over time

All Frederick Wildman & Sons Limited plans reported in each filing year

Latest sponsor-wide plan assets
$26M 46.90272993035388% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.5M $25.7M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 138 $17M
2023 1 129 $23M
2024 1 131 $26M

Nearby 401(k) Plans in New York

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

Frederick Wildman & Sons Limited 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Frederick Wildman & Sons Limited 401(k) Retirement Plan, Total assets ($B): 0.025684203 · Participants: 131Frederick Wildman & Sons Limited 401(k) Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Frederick Wildman & Sons Limited 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Frederick Wildman & Sons Limited 401(k) Retirement Plan side-by-side with 3 peers →

Frederick Wildman & Sons Limited 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Hbk Sorce Financial, LLC 401(k) Profit Sharing Plan in OH ($26M); by covered participants it is T/J Inspection, Inc. 401(k) Plan in OK (131 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Frederick Wildman & Sons Limited 401(k) Retirement Plan assets move in 2024? ▼
Frederick Wildman & Sons Limited 401(k) Retirement Plan grew at a solid clip - up 12.7% during 2024, from $23M to $26M. Reported net income was $3M.
How have Frederick Wildman & Sons Limited plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Frederick Wildman & Sons Limited's sponsor-wide assets grew 46.9%, from $17M to $26M.
Where does Frederick Wildman & Sons Limited 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Frederick Wildman & Sons Limited 401(k) Retirement Plan ranks in the 75th 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 Frederick Wildman & Sons Limited 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hbk Sorce Financial, LLC 401(k) Profit Sharing Plan in OH ($26M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Frederick Wildman & Sons Limited 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T/J Inspection, Inc. 401(k) Plan in OK (131 participants, $5M 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 132587600.

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.