401(k) · DOL Form 5500 · 2024
Wex Inc. 401(k) Plan
Data updated 2026-08-11
- $522M
- Total assets
- 5,608
- Participants
- 97th
- Percentile by assets
- $93,028
- Avg per participant
Official DOL plan name: Wex Inc. Employee Savings Plan · Sponsored by Wex Inc. · Maine · Information & Media
$522M in assets, 5,608 participants
Wex Inc.'s Wex Inc. Employee Savings Plan reported $522M in total assets and 5,608 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #2,685 in Information & Media (2,822 peers)
Coverage in Maine
Wex Inc. Employee Savings Plan covers 5,608 participants in Maine, 12x the typical Maine plan (state average ~472 per filing). Assets: $522M.
- $522M
- total plan assets (2024 EOY)
- 5,608
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $93,028
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wex Inc. Employee Savings Plan end-of-year assets rose from $435M in the plan year 2023 filing to $522M in the plan year 2024 filing.
- Wex Inc. Employee Savings Plan reported participants rose from 5,041 in the plan year 2023 filing to 5,608 in the plan year 2024 filing.
- Wex Inc. Employee Savings Plan reported net income fell from $89M in the plan year 2023 filing to $87M in the plan year 2024 filing.
Participants vs Maine filers
In Maine, the average filing covers about 472 participants across 561 plans. Wex Inc. Employee Savings Plan reports 5,608 participants - 12x that state average ($522M EOY assets).
Maine filing particulars
| Total Assets (Beginning of Year) | $435M |
|---|---|
| Net Assets (End of Year) | $522M |
| Net Income | $87M |
| Employer EIN | 010526993 |
| Plan Effective Date | 2005-02-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wex Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,901 | $346M |
| 2023 | 1 | 5,041 | $435M |
| 2024 | 1 | 5,608 | $522M |
Nearby 401(k) Plans in Maine
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Wex Inc. Employee Savings Plan vs. nearby 401(k) plans in Maine, assets vs. participants
- Td 401(k) Retirement Plan $6.0B · 31,654
- Unum Group 401(k) Retirement Plan $2.5B · 9,451
- Idexx Retirement and Incentive Savings Plan $1.2B · 6,776
- Hannaford Bros. Co. 401(k) Plan $1.1B · 29,915
- Ahold Delhaize USA Services 401(k) Plan $1.0B · 3,012
Scale composition for Wex Inc. Employee Savings Plan
Wex Inc. Employee Savings Plan reports $522M in end-of-year assets across 5,608 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $93,028 per participant (67% of the national average assets-per-participant) . Net income for plan year 2024 was $87M.
This plan identity (EIN 010526993, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $346M to $522M (+51.0%) while covered participants moved from 4,901 to 5,608 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,901 | $346M | Open filing |
| 2023 | 5,041 | $435M | Open filing |
| 2024 · index core | 5,608 | $522M | This page |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Wex Inc. Employee Savings Plan by total assets, not by location.
- Milbank Retirement Savings Plan (NY) $521M · 999
- Jane Street Group, LLC 401(k) Plan (NY) $521M · 1,550
- Acuity Brands, Inc. 401(k) Plan (GA) $521M · 2,180
- North American Lighting, Inc. Command Plus Plan (IL) $522M · 5,282
Frequently Asked Questions
How did Wex Inc. Employee Savings Plan assets move in 2024? ▼
How have Wex Inc. plan assets changed over time? ▼
Where does Wex Inc. Employee Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Wex Inc. Employee Savings Plan? ▼
Next read for Wex Inc. Employee Savings Plan
Filing takeaways
Ways to act on Wex Inc. Employee Savings Plan's numbers.
- By total assets, Wex Inc. Employee Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Maine. Compare plans
- Wex Inc.'s sponsor-wide assets have grown 51.0% since 2022 across 3 plan years on file. More Information & Media plans