How big is Wilcox Financial's plan?

Wilcox Financial's plan reported $699K in assets and 7 participants for 2025.

Original filing (PDF)20260514103955NAL0008385809001

Wilcox Financial

Name: Wilcox Financial — Wilcox Financial Retirement Plan, Form 5500 (2025)
Creator: Wilcox Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilcox Financial Retirement Plan

401(k) retirement plan · Wilcox Financial's Wilcox Financial Retirement Plan held $699K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$699K

Net assets (EOY)

$699K

People on this filing

SARA Everly signed Wilcox Financial's 2025 Form 5500 as plan administrator.

SARA Everly — 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 Financial's EIN is 34-1366050.

EIN 34-1366050

Plan number 001

Plan year 2025

ACK ID 20260514103955NAL0008385809001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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