401(k) · DOL Form 5500 · 2024

Wilson Partners II, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
147
Participants Small participant base
56th
Percentile by assets National rank
$68,077
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wilson Partners II, LLC Profit Sharing & 401(k) Plan · Sponsored by Wilson Partners II, LLC · Michigan · Finance & Insurance

$10M in assets, 147 participants

Wilson Partners II, LLC's Wilson Partners II, LLC Profit Sharing & 401(k) Plan reported $10M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,384 in Finance & Insurance (8,549 peers)

Coverage in Michigan

Wilson Partners II, LLC Profit Sharing & 401(k) Plan covers 147 participants in Michigan, about 23% of the average Michigan filer (state average ~638 per filing). Assets: $10M.

#3,384
in Finance & Insurance (8,549 peers)
+20.7%
assets growth YoY

Wilson Partners II, LLC Profit Sharing & 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Wilson Partners II, LLC Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$10,007,338 Top 44% higher than 56% 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

Wilson Partners II, LLC Profit Sharing & 401(k) 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. Wilson Partners II, LLC Profit Sharing & 401(k) Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wilson Partners II, LLC Profit Sharing & 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Wilson Partners II, LLC Profit Sharing & 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Wilson Partners II, LLC Profit Sharing & 401(k) Plan reported participants rose from 127 in the plan year 2023 filing to 147 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 743127886 · Wilson Partners II, LLC PY 2024 · 401(k)

Wilson Partners II, LLC Profit Sharing & 401(k) Plan · $10M · 147 · 56th

  • PART $10M
  • PART 147
  • PART 56th
  • PART 401(k)
  • PART near Black Equipment Co. Inc. Retirement Plan
  • PART ind #3384

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 Finance & Insurance retirement plans → · Plans in Michigan →

Wilson Partners II, LLC Profit Sharing & 401(k) Plan in the asset neighbourhood

Wilson Partners II, LLC Profit Sharing & 401(k) PlanWilson Partners II, LLC Prof…$10MBlack Equipment Co. Inc. Retirement PlanBlack Equipment Co. Inc. Ret…$10MJewish Family Service of Los Angeles 401 (K) PlanJewish Family Service of Los…$10MBrice Company 401(k) Profit Sharing PlanBrice Company 401(k) Profit …$10MGolden Retirement Plan$10M
End-of-year total assets ($M) among Wilson Partners II, LLC Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN743127886
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wilson Partners II, LLC)

Sponsor-wide plan assets over time

All Wilson Partners II, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 64.57372208060073% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.08M $10M ▲ +64.6%
Year Plans Participants Total Assets
2022 1 117 $6M
2023 1 127 $8M
2024 1 147 $10M

Nearby 401(k) Plans in Michigan

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

Wilson Partners II, LLC Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Wilson Partners II, LLC Profit Sharing & 401(k) Plan, Total assets ($B): 0.010007338 · Participants: 147Wilson Partners II, LLC Profit Sharing & 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Wilson Partners II, LLC Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Wilson Partners II, LLC Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Wilson Partners II, LLC Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Black Equipment Co. Inc. Retirement Plan in IN ($10M); by covered participants it is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Wilson Partners II, LLC Profit Sharing & 401(k) Plan assets move in 2024? ▼
Wilson Partners II, LLC Profit Sharing & 401(k) Plan grew sharply - up 20.7% during 2024, from $8M to $10M. Reported net income was $2M.
How have Wilson Partners II, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilson Partners II, LLC's sponsor-wide assets grew 64.6%, from $6M to $10M.
Which 401(k) plans are similar in size to Wilson Partners II, LLC Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Black Equipment Co. Inc. Retirement Plan in IN ($10M, 309 participants).
Which 401(k) plans cover a similar participant headcount to Wilson Partners II, LLC Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants, $15M 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 743127886.

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.