· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WILCOX & BARTON, INC. — WILCOX & BARTON, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250628104111NAL0009999745001
WILCOX & BARTON, INC.
Form 5500-SF
FILING_RECEIVED
WILCOX & BARTON, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
42
Accounts w/ balance
46
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WILCOX & BARTON, INC.
.
Find decision makers
Plan sponsor
Name
WILCOX & BARTON, INC.
EIN
03-0368434
Address
PO BOX 1630 · DERRY, NH · 03038
Phone
(603) 369-4190
Industry
Engineering Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-28
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2J · 401(k) feature
2E · Profit-sharing
2A · Age/service weighted or new comparability
2K · 401(m) arrangement
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Engineering Services plans
KARINS ENGINEERING, INC.
KARINS ENGINEERING, INC. EMPLOYEE RETIREMENT PLAN
$7.1M · 41 participants
ANDERSON CONSULTING ENGINEERS INC.
ANDERSON CONSULTING ENGINEERS, INC. 401K RETIREMENT SAVINGS PLAN
$7.1M · 16 participants
MONALOH BASIN ENGINEERS, INC.
MONALOH BASIN ENGINEERS, INC. 401(K) PLAN
$7.1M · 122 participants
STOVALL ENGINEERING COMPANY, INC.
STOVALL ENGINEERING COMPANY, INC. PROFIT SHARING PLAN
$7.1M · 16 participants
ADVANCED CIVIL DESIGN, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ADVANCED CIVIL DESIGN, INC. 401(K) PLAN
$7.1M · 47 participants
PE SERVICES, INC.
WRIGHT ENGINEERS 401(K) PLAN
$7.1M · 91 participants
Large plans in New Hampshire
DARTMOUTH HEALTH
DARTMOUTH HEALTH 403(B) PLAN
$1.7B · 14,331 participants
TRUSTEES OF DARTMOUTH COLLEGE
SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE
$1.1B · 4,433 participants
DARTMOUTH HEALTH
DARTMOUTH-HITCHCOCK RETIREMENT PLAN
$1.1B · 9,655 participants
HYPERTHERM, INC.
HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN
$1.1B · 1,450 participants
DARTMOUTH-HITCHCOCK CLINIC
DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN
$971.5M · 10,995 participants
TRUSTEES OF DARTMOUTH COLLEGE
401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF
$933.3M · 4,336 participants
