How big is Wilson Construction Company's plan?

Wilson Construction Company's plan reported $49.0M in assets and 237 participants for 2024.

Original filing (PDF)20250808164433NAL0006679856001

Wilson Construction Company

Name: Wilson Construction Company — Wilson Construction, Form 5500 (2024)
Creator: Wilson Construction Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Wilson Construction Company 401(k) Profit Sharing Plan

401(k) retirement plan · Wilson Construction Company's Wilson Construction Company 401(k) Profit Sharing Plan held $49.0M in plan assets for 237 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Active participants

237

Accounts w/ balance

335

Plan assets (EOY)

$49.0M

Net assets (EOY)

$49.0M

Plan identifiers

Wilson Construction Company's EIN is 93-0455270.

EIN 93-0455270

Plan number 001

Plan year 2024

ACK ID 20250808164433NAL0006679856001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wilson Construction Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wilson Construction Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (88th percentile).

Plan sponsor

Name

WILSON CONSTRUCTION COMPANY

EIN

all filings

Address

PO BOX 1190 · 1190 NW 3RD · CANBY, OR · 97013

Phone

(503) 263-6882

Industry

Construction

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

2025-08-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$44K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROBERT W. BAIRD & CO., INC.	39-6037917	—	NONE	$35K	—

Investments

33 direct securities · 1 pooled fund· $95.0M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Account

$46.0M

1 holding

Pooled Separate Accounts

$46.0M

32 holdings

Stable Value

$3.0M

1 holding

					% of plan
SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005	Pooled Separate Account	—	—	$46.0M	93.9%
Vanguard 500 Index Admiral Pooled Separate Account	Pooled Separate Accounts	—	—	$7.1M	14.5%
JPMorgan Large Cap Growth R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$4.5M	9.1%
JPMorgan SmartRtmnt 2025 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$3.6M	7.4%
Federated Herm Intl Eq Instl Pooled Separate Account	Pooled Separate Accounts	—	—	$3.6M	7.3%
Standard Stable Asset Fund III Guaranteed Investment Contracts	Stable Value	—	—	$3.0M	6.1%
PGIM Total Return Bond Z Pooled Separate Account	Pooled Separate Accounts	—	—	$2.8M	5.7%
Putnam Large Cap Value Y Pooled Separate Account	Pooled Separate Accounts	—	—	$2.6M	5.3%
JPMorgan SmartRtmnt 2030 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$2.6M	5.2%
JPMorgan SmartRtmnt 2045 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$2.1M	4.3%
Hood River Small-Cap Gr Ret Pooled Separate Account	Pooled Separate Accounts	—	—	$1.9M	3.8%
JPMorgan SmartRtmnt 2040 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$1.8M	3.6%
Carillon Eagle MC Growth R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$1.6M	3.2%
JPMorgan SmartRtmnt 2050 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$1.5M	3.1%
Virtus Zevenbergen Tech Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$1.5M	3.0%
JPMorgan SmartRtmnt 2035 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$1.4M	2.8%
JPMorgan SmartRtmnt 2055 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$892K	1.8%
Vanguard Wellington Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$700K	1.4%
Cohen & Steers Instl Realty Pooled Separate Account	Pooled Separate Accounts	—	—	$614K	1.3%
Vanguard Mid Cap Idx Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$587K	1.2%
Allspring Specl MdCp Val Ins Pooled Separate Account	Pooled Separate Accounts	—	—	$569K	1.2%
JPMorgan SmartRtmnt Incm R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$537K	1.1%
T.Rowe Price Mid-Cap Val I Pooled Separate Account	Pooled Separate Accounts	—	—	$525K	1.1%
Vanguard Lg Term Inv Gr Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$460K	0.9%
JPMorgan US Equity R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$439K	0.9%
American Funds New Perspctv R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$424K	0.9%
DFA US Targeted Value I Pooled Separate Account	Pooled Separate Accounts	—	—	$326K	0.7%
JPMorgan SmartRtmnt 2020 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$316K	0.6%
Janus Henderson GlbLifeSci I Pooled Separate Account	Pooled Separate Accounts	—	—	$296K	0.6%
Columbia Sm Cap Idx Instl 2 Pooled Separate Account	Pooled Separate Accounts	—	—	$243K	0.5%
JPMorgan SmartRtmnt 2060 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$228K	0.5%
MFS Mid Cap Value R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$183K	0.4%
Goldman Sachs Emerg Mkt Eq I Pooled Separate Account	Pooled Separate Accounts	—	—	$136K	0.3%
JPMorgan SmartRtmnt 2065 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$81K	0.2%