How big is Wilcox & Barton, Inc.'s plan?

Wilcox & Barton, Inc.'s plan reported $8.8M in assets and 39 participants for 2025.

Original filing (PDF)20260521155943NAL0002730867002

Wilcox & Barton, Inc.

Name: Wilcox & Barton, Inc. — Wilcox & Barton, Inc. 401(k), Form 5500 (2025)
Creator: Wilcox & Barton, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilcox & Barton, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Wilcox & Barton, Inc.'s Wilcox & Barton, Inc. 401(k) Profit Sharing Plan held $8.8M in plan assets for 39 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

People on this filing

Mark Charest signed Wilcox & Barton, Inc.'s 2025 Form 5500 as plan administrator.

Mark Charest — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wilcox & Barton, Inc.'s EIN is 03-0368434.

EIN 03-0368434

Plan number 001

Plan year 2025

ACK ID 20260521155943NAL0002730867002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wilcox & Barton, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wilcox & Barton, Inc.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILCOX & BARTON, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score