How big is Wilcox Educational Foundation, Inc.'s plan?

Wilcox Educational Foundation, Inc.'s plan reported $610K in assets and 28 participants for 2023.

Original filing (PDF)20251107104140NAL0000821328001

Wilcox Educational Foundation, Inc.

Name: Wilcox Educational Foundation, Inc. — Wilcox Educati, Form 5500 (2023)
Creator: Wilcox Educational Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilcox Educational Foundation, Inc. 401(k) Plan

401(k) retirement plan · Wilcox Educational Foundation, Inc.'s Wilcox Educational Foundation, Inc. 401(k) Plan held $610K in plan assets for 28 participants in 2023.

Signals · 1

Late filing · 3.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$610K

Net assets (EOY)

$610K

People on this filing

Christopher Burford signed Wilcox Educational Foundation, Inc.'s 2023 Form 5500 as plan administrator.

Christopher Burford — 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 Educational Foundation, Inc.'s EIN is 63-0589180.

EIN 63-0589180

Plan number 001

Plan year 2023

ACK ID 20251107104140NAL0000821328001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Wilcox Educational Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Wilcox Educational Foundation, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 3.7 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score