401(k) · DOL Form 5500 · 2024
Wex Inc. 401(k) Plan
Data updated 2026-08-25
- $522M
- Total assets Above avg plan size
- 5,608
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $93,028
- Avg per participant Below avg balance/head
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.
- #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.
- #2,685
- in Information & Media (2,822 peers)
- +19.9%
- assets growth YoY
- 5.2×
- vs typical plan assets (national mean)
Wex Inc. Employee Savings Plan's outsized position by total assets
Wex Inc. Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$521,700,153 Top 3% higher than 97% 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
Wex Inc. Employee Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wex Inc. Employee Savings Plan lands in the large band (5,608 participants).
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.
Form 5500 schedule snapshot
Filing strip 010526993 · Wex Inc. PY 2024 · 401(k)
Wex Inc. Employee Savings Plan · $522M · 5,608 · 97th
- BOOK $522M
- BOOK 5,608
- BOOK 97th
- BOOK 401(k)
- BOOK near Milbank Retirement Savings Plan
- BOOK ind #2685
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 Information & Media retirement plans → · Plans in Maine →
Wex Inc. Employee Savings Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Wex Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $522M 50.9883399498496% vs 2022
- 2024 filing year
| 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.
- 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 |
Wex Inc. Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Maine, the nearest 401(k) by assets is Milbank Retirement Savings Plan in NY ($521M); by covered participants it is Community Health Services of Georgia Profit Sharing Plan in GA (5,610 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($522M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,608 participants); asset peers above are excluded.
- Community Health Services of Georgia Profit Sharing Plan (GA) 5,610 · 2 off
- Aurora Behavioral Health Savings & Retirement Plan (CA) 5,611 · 3 off
- Trimble Inc. Savings and Retirement Plan (CA) 5,612 · 4 off
- Salem Health Hospitals & Clinics Retirement Plan (OR) 5,600 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.