401(k) · DOL Form 5500 · 2024

Bill Wilson Center 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
321
Participants Below avg headcount
57th
Percentile by assets National rank
$32,796
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bill Wilson Center Retirement Plan III · Sponsored by Bill Wilson Center · California · Healthcare & Social Assistance

$11M in assets, 321 participants

Bill Wilson Center's Bill Wilson Center Retirement Plan III reported $11M in total assets and 321 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #10,540 in Healthcare & Social Assistance (16,916 peers)

Bill Wilson Center multi-year trail

Bill Wilson Center's plans moved +19.6% in assets from 2022 to 2024; this filing shows Bill Wilson Center Retirement Plan III at $11M / 321 participants.

#10,540
in Healthcare & Social Assistance (16,916 peers)
+4.2%
assets growth YoY

Bill Wilson Center Retirement Plan III's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bill Wilson Center Retirement Plan III vs every filed plan by assets

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

$10,527,369 Top 43% higher than 57% 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

Bill Wilson Center Retirement Plan III 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. Bill Wilson Center Retirement Plan III sits mid-pack in the medium band (321 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bill Wilson Center Retirement Plan III reported net income fell from $1M in the plan year 2023 filing to $421K in the plan year 2024 filing.
  • Bill Wilson Center Retirement Plan III reported participants rose from 220 in the plan year 2023 filing to 321 in the plan year 2024 filing.
  • Bill Wilson Center Retirement Plan III end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 942221849 · Bill Wilson Center PY 2024 · 401(k)

Bill Wilson Center Retirement Plan III · $11M · 321 · 57th

  • TYPE $11M
  • TYPE 321
  • TYPE 57th
  • TYPE 401(k)
  • TYPE near Williams Companies 401(k) Plan
  • TYPE ind #10540

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Bill Wilson Center Retirement Plan III in the asset neighbourhood

Bill Wilson Center Retirement Plan IIIBill Wilson Center Retiremen…$11MWilliams Companies 401(k) PlanWilliams Companies 401(k) Pl…$11MCallibrity Solutions 401(k) PlanCallibrity Solutions 401(k) …$11MSeventh Sense Consulting, LLC 401(k) PlanSeventh Sense Consulting, LL…$11MAstronomer, Inc. 401(k) Plan$11M
End-of-year total assets ($M) among Bill Wilson Center Retirement Plan III and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bill Wilson Center multi-year asset trail

Sponsor-wide plan assets over time

All Bill Wilson Center plans reported in each filing year

Latest sponsor-wide plan assets
$11M 19.58748704571099% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.8M $10.5M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 208 $9M
2023 1 220 $10M
2024 1 321 $11M

Bill Wilson Center filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$421K
Employer EIN942221849
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Bill Wilson Center Retirement Plan III vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bill Wilson Center Retirement Plan III, Total assets ($B): 0.010527369 · Participants: 321Bill Wilson Center Retirement Plan IIIGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Bill Wilson Center Retirement Plan III vs. nearby 401(k) plans in California, assets vs. participants

Bill Wilson Center Retirement Plan III's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Williams Companies 401(k) Plan in MT ($11M); by covered participants it is Investar Holding Corporation 401(k) Plan in LA (321 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (321 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 Bill Wilson Center Retirement Plan III assets move in 2024?
Bill Wilson Center Retirement Plan III edged up modestly - up 4.2% during 2024, from $10M to $11M. Reported net income was $421K.
How have Bill Wilson Center plan assets changed over time?
Across 3 plan years on file (2022-2024), Bill Wilson Center's sponsor-wide assets grew 19.6%, from $9M to $11M.
Which 401(k) plans are similar in size to Bill Wilson Center Retirement Plan III?
Among 401(k) plans in other states, the closest by assets is Williams Companies 401(k) Plan in MT ($11M, 345 participants).
Which 401(k) plans cover a similar participant headcount to Bill Wilson Center Retirement Plan III?
Among 401(k) plans in other states, the closest by covered participants is Investar Holding Corporation 401(k) Plan in LA (321 participants, $27M in assets).