401(k) · DOL Form 5500 · 2024

Wilbur-Ellis Holdings, Inc. 401(k) Plan

Data updated 2026-08-11

$398M
Total assets
3,013
Participants
97th
Percentile by assets
$132,106
Avg per participant
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Official DOL plan name: Wilbur-Ellis 401(k) Plan · Sponsored by Wilbur-Ellis Holdings, Inc. · Colorado · Wholesale Trade

$398M in assets, 3,013 participants

Wilbur-Ellis Holdings, Inc.'s Wilbur-Ellis 401(k) Plan reported $398M in total assets and 3,013 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)
  • #5,940 in Wholesale Trade (6,080 peers)

Coverage in Colorado

Wilbur-Ellis 401(k) Plan covers 3,013 participants in Colorado, 8.0x the typical Colorado plan (state average ~376 per filing). Assets: $398M.

$398M
total plan assets (2024 EOY)
3,013
covered participants
97th
percentile by assets (of 123,622 plans)
$132,106
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wilbur-Ellis 401(k) Plan end-of-year assets rose from $363M in the plan year 2023 filing to $398M in the plan year 2024 filing.
  • Wilbur-Ellis 401(k) Plan reported net income fell from $38M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Wilbur-Ellis 401(k) Plan reported participants fell from 3,259 in the plan year 2023 filing to 3,013 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs Colorado filers

In Colorado, the average filing covers about 376 participants across 2,719 plans. Wilbur-Ellis 401(k) Plan reports 3,013 participants - 8.0x that state average ($398M EOY assets).

Colorado filing particulars

Total Assets (Beginning of Year)$363M
Net Assets (End of Year)$398M
Net Income$35M
Employer EIN462652182
Plan Effective Date1946-06-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Wilbur-Ellis Holdings, Inc.)

$560M$580M$600M$620M$640M 202220232024 $630M $577M ▼ -8.5%
Total plan assets by year, all Wilbur-Ellis Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 2 5,252 $630M
2023 2 5,698 $617M
2024 2 5,394 $577M

Nearby 401(k) Plans in Colorado

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

Wilbur-Ellis 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Wilbur-Ellis 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 01234 Total assets ($B) Participants Wilbur-Ellis 401(k) …Davita Retirement Sa…Ball Corporation 401…Arcadis U.S., Inc. R…Empower Retirement, …Woodward Retirement …
Wilbur-Ellis 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wilbur-Ellis 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Wilbur-Ellis 401(k) Plan assets move in 2024?
Wilbur-Ellis 401(k) Plan grew at a solid clip - up 9.7% during 2024, from $363M to $398M. Reported net income was $35M.
How have Wilbur-Ellis Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Wilbur-Ellis Holdings, Inc.'s sponsor-wide assets declined 8.5%, from $630M to $577M.
Where does Wilbur-Ellis 401(k) Plan rank by assets among Form 5500 filers?
Wilbur-Ellis 401(k) Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Wilbur-Ellis 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Everon 401(k) Plan in FL ($398M, 3,831 participants).

Filing takeaways

Ways to act on Wilbur-Ellis 401(k) Plan's numbers.