Defined Benefit (Pension) · DOL Form 5500 · 2024

Wilbur-Ellis Holdings, Inc. Pension Plan

Data updated 2026-08-25

$179M
Total assets Near avg plan size
2,381
Participants Above avg headcount
94th
Percentile by assets National rank
$75,100
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wilbur-Ellis Retirement Plan · Sponsored by Wilbur-Ellis Holdings, Inc. · Colorado · Wholesale Trade

$179M in assets, 2,381 participants

Wilbur-Ellis Holdings, Inc.'s Wilbur-Ellis Retirement Plan reported $179M in total assets and 2,381 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #5,788 in Wholesale Trade (6,080 peers)

Coverage in Colorado

Wilbur-Ellis Retirement Plan covers 2,381 participants in Colorado, 6.3x the typical Colorado plan (state average ~376 per filing). Assets: $179M.

#5,788
in Wholesale Trade (6,080 peers)
-29.8%
assets change YoY
1.8×
vs typical plan assets (national mean)

The plan reported a net loss of $76M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wilbur-Ellis Retirement Plan's outsized position by total assets

Wilbur-Ellis Retirement Plan vs every filed plan by assets

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

$178,814,115 Top 6% higher than 94% 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

Wilbur-Ellis Retirement 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. Wilbur-Ellis Retirement Plan lands in the large band (2,381 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wilbur-Ellis Retirement Plan reported net income fell from -$51M in the plan year 2023 filing to -$76M in the plan year 2024 filing.
  • Wilbur-Ellis Retirement Plan end-of-year assets fell from $255M in the plan year 2023 filing to $179M in the plan year 2024 filing.
  • Wilbur-Ellis Retirement Plan reported participants fell from 2,439 in the plan year 2023 filing to 2,381 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 462652182 · Wilbur-Ellis Holdings, Inc. PY 2024 · Defined Benefit (Pension)

Wilbur-Ellis Retirement Plan · $179M · 2,381 · 94th

  • PCT $179M
  • EIN 2,381
  • RANK 94th
  • PHOTO Defined Benefit (Pension)
  • IND near Unitil Corporation Retirement Plan
  • EOY ind #5788

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 Wholesale Trade retirement plans → · Plans in Colorado →

Wilbur-Ellis Retirement Plan in the asset neighbourhood

Plumbers & Steamfitters Local 267 Pension FundPlumbers & Steamfitters Loca…$180MPension Plan for Salaried Employees of Stater Bros. MarketsPension Plan for Salaried Em…$179MWilbur-Ellis Retirement Plan$179MUnitil Corporation Retirement PlanUnitil Corporation Retiremen…$179MGlen Raven, Inc. Pension Plan$178M
End-of-year total assets ($M) among Wilbur-Ellis Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$255M
Net Assets (End of Year)$179M
Net Income-$76M
Employer EIN462652182
Plan Effective Date1941-10-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Wilbur-Ellis Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$577M 8.505933948258676% vs 2022
2024 filing year
$560M$580M$600M$620M$640M 202220232024 $630M $577M ▼ -8.5%
Year Plans Participants Total Assets
2022 2 5,252 $630M
2023 2 5,698 $617M
2024 2 5,394 $577M

Nearby Defined Benefit (Pension) Plans in Colorado

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Wilbur-Ellis Retirement Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 00.511.5 Total assets ($B) Participants Wilbur-Ellis Retirement Plan, Total assets ($B): 0.178814115 · Participants: 2381Wilbur-Ellis Retirement PlanRocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan, Total assets ($B): 1.290530979 · Participants: 38340Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBall Pension Plan, Total assets ($B): 0.901154325 · Participants: 1243Ball Pension PlanPcs U.S. Employees' Pension Plan, Total assets ($B): 0.810486388 · Participants: 1243Pcs U.S. Employees' Pension PlanMedianews Group Pension Plan, Total assets ($B): 0.443617213 · Participants: 217Medianews Group Pension PlanNational Laboratory of the Rockies Shared Security Pension Plan, Total assets ($B): 0.43554378 · Participants: 3154National Laboratory of the Rockies Shared Security Pension Plan
Wilbur-Ellis Retirement Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants
Compare Wilbur-Ellis Retirement Plan side-by-side with 3 peers →

Wilbur-Ellis Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Colorado, the nearest Defined Benefit (Pension) by assets is Unitil Corporation Retirement Plan in NH ($179M); by covered participants it is Hawaii Laborers' Pension Trust Fund in HI (2,381 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($179M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,381 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 Wilbur-Ellis Retirement Plan assets move in 2024? ▼
Wilbur-Ellis Retirement Plan declined sharply - down 29.8% during 2024, from $255M to $179M. Reported net income was -$76M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
Wilbur-Ellis Retirement Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Wilbur-Ellis Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Unitil Corporation Retirement Plan in NH ($179M, 167 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Wilbur-Ellis Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hawaii Laborers' Pension Trust Fund in HI (2,381 participants, $426M 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 462652182.

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.