· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WILKES ARTIS, CHARTERED — WILKES ARTIS, CHARTERED CASH BALANCE PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250814102052NAL0009800977001
WILKES ARTIS, CHARTERED
Form 5500-SF
FILING_RECEIVED
WILKES ARTIS, CHARTERED CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
41
Accounts w/ balance
—
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
WILKES ARTIS, CHARTERED
.
Find decision makers
Plan sponsor
Name
WILKES ARTIS, CHARTERED
EIN
52-1261435
Address
1875 I STREET N.W., SUITE 600 · WASHINGTON, DC · 20006
Phone
(202) 457-7815
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-14
Pension benefit codes
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
PONCE LAW PC
PONCE LAW PC 401(K) PROFIT SHARING PLAN & TRUST
$7.1M · 50 participants
ELLIOTT J. WACHTEL DBA WACHTEL LAW
ELLIOTT J. WACHTEL, ATTORNEY PROFIT SHARING PLAN AND TRUST
$7.1M · 8 participants
TERRELL MARSHALL LAW GROUP PLLC
TERRELL MARSHALL LAW GROUP 401K PLAN
$7.1M · 24 participants
MILLER MONTIEL & STRANO PC
MILLER MONTIEL & STRANO PC PROFIT SHARING PLAN
$7.1M · 4 participants
HARVEY & BATTEY, P.A.
HARVEY & BATTEY, P.A. 401(K) PROFIT SHARING PLAN
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.
$7.1M · 23 participants
RASH, CHAPMAN, SCHREIBER, LEAVERTON & MORRISON, L.L.P.
RASH, CHAPMAN, SCHREIBER, LEAVERTON & MORRISON, L.L.P. PROFIT SHARING PLAN AND TRUST
$7.1M · 10 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants
