401(k) · DOL Form 5500 · 2024
Wicker, Smith, Ohara, Mccoy & Ford, P.a. 401(k) Plan
Data updated 2026-08-25
- $76M
- Total assets Below avg plan size
- 230
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $329,628
- Avg per participant High balance/head
Official DOL plan name: Wicker Smith 401(k) Plan II · Sponsored by Wicker, Smith, Ohara, Mccoy & Ford, P.a. · Florida · Professional & Technical Services
$76M in assets, 230 participants
Wicker, Smith, Ohara, Mccoy & Ford, P.a.'s Wicker Smith 401(k) Plan II reported $76M in total assets and 230 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #18,026 in Professional & Technical Services (20,173 peers)
Coverage in Florida
Wicker Smith 401(k) Plan II covers 230 participants in Florida, about 37% of the average Florida filer (state average ~628 per filing). Assets: $76M.
- #18,026
- in Professional & Technical Services (20,173 peers)
- +17.7%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Wicker Smith 401(k) Plan II's outsized position by total assets
Wicker Smith 401(k) Plan II vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$75,814,476 Top 12% higher than 88% 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
Wicker Smith 401(k) Plan II 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. Wicker Smith 401(k) Plan II sits mid-pack in the medium band (230 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wicker Smith 401(k) Plan II reported net income rose from -$424K in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Wicker Smith 401(k) Plan II end-of-year assets rose from $64M in the plan year 2023 filing to $76M in the plan year 2024 filing.
- Wicker Smith 401(k) Plan II reported participants rose from 224 in the plan year 2023 filing to 230 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 650089075 · Wicker, Smith, Ohara, Mccoy & Ford, P.a. PY 2024 · 401(k)
Wicker Smith 401(k) Plan II · $76M · 230 · 88th
- PCT $76M
- PCT 230
- PCT 88th
- PCT 401(k)
- PCT near Ai-Cares Retirement Savings Plan
- PCT ind #18026
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 Florida →
Wicker Smith 401(k) Plan II in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | $11M |
| Employer EIN | 650089075 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wicker, Smith, Ohara, Mccoy & Ford, P.a.)
Sponsor-wide plan assets over time
All Wicker, Smith, Ohara, Mccoy & Ford, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $101M 20.147235884036956% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 428 | $84M |
| 2023 | 2 | 425 | $87M |
| 2024 | 2 | 442 | $101M |
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
Wicker Smith 401(k) Plan II's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Ai-Cares Retirement Savings Plan in MI ($76M); by covered participants it is Versa Press Inc Employees Retirement Plan and Trust in IL (230 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($76M here).
- Ai-Cares Retirement Savings Plan (MI) $76M · 2,746
- Basin Electric Power Cooperative Wy/Ne Union 401(k) Plan (ND) $76M · 234
- Madison Square Garden 401(k) Union Plan (NY) $76M · 2,365
- Cem Corporation Salary Reduction Profit Sharing Plan (NC) $76M · 257
Similar participant headcount
Nearest other-state filings by covered participants (230 participants); asset peers above are excluded.
- Versa Press Inc Employees Retirement Plan and Trust (IL) 230 · 0 off
- Mark Miller Subaru, Inc. 401(k) Plan (UT) 230 · 0 off
- Decco, Inc. 401(k) Ps Plan (NH) 230 · 0 off
- Cic Innovation Services, LLC 401(k) Plan (MA) 230 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.