401(k) · DOL Form 5500 · 2024
Wilson-Davis & Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $150,769
- Avg per participant Above avg balance/head
Official DOL plan name: Wilson-Davis & Co., Inc. 401(k) Profit Sharing Plan · Sponsored by Wilson-Davis & Company, Inc. · Utah · Finance & Insurance
$4M in assets, 24 participants
Wilson-Davis & Company, Inc.'s Wilson-Davis & Co., Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #2,076 in Finance & Insurance (8,549 peers)
Wilson-Davis & Company, Inc. multi-year trail
Wilson-Davis & Company, Inc.'s plans moved -25.2% in assets from 2022 to 2024; this filing shows Wilson-Davis & Co., Inc. 401(k) Profit Sharing Plan at $4M / 24 participants.
- #2,076
- in Finance & Insurance (8,549 peers)
- -0.7%
- assets change YoY
The plan reported a net loss of $25K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wilson-Davis & Co., Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Wilson-Davis & Co., Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,618,458 37th percentile higher than 37% 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
Wilson-Davis & Co., Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wilson-Davis & Co., Inc. 401(k) Profit Sharing Plan is a small filing (24 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wilson-Davis & Co., Inc. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2023 filing to -$25K in the plan year 2024 filing.
- Wilson-Davis & Co., Inc. 401(k) Profit Sharing Plan reported participants fell from 25 in the plan year 2023 filing to 24 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 870278784 · Wilson-Davis & Company, Inc. PY 2024 · 401(k)
Wilson-Davis & Co., Inc. 401(k) Profit Sharing Plan · $4M · 24 · 37th
- ASSETS $4M
- ASSETS 24
- ASSETS 37th
- ASSETS 401(k)
- ASSETS near B-Line Sales Inc 401(k) Profit Sharing Plan & Trust
- ASSETS ind #2076
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 Utah →
Wilson-Davis & Co., Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Wilson-Davis & Company, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Wilson-Davis & Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 25.194546053695166% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $5M |
| 2023 | 1 | 25 | $4M |
| 2024 | 1 | 24 | $4M |
Wilson-Davis & Company, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$25K |
| Employer EIN | 870278784 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Wilson-Davis & Co., Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is B-Line Sales Inc 401(k) Profit Sharing Plan & Trust in CA ($4M); by covered participants it is Dog House Ventures, Inc. 401(k) Plan in DE (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.
- Dog House Ventures, Inc. 401(k) Plan (DE) 24 · 0 off
- Post Insurance Services, Inc. 401(k) Plan (ID) 24 · 0 off
- Iqa Solutions, Inc. 401(k) Plan (CA) 24 · 0 off
- G Group Ventures, Inc. 401(k) Profit Sharing Plan (TX) 24 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.