Wiley & Wilson, Inc.401(k) + ESOP (KSOP)
WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN · LYNCHBURG, VA · plan year 2025
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
Wiley & Wilson, Inc. reported $151,548 in plan administrative expenses for 2025: 0.16% of average plan assets, above the peer median. Employer contributions averaged $24,826 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 3 years on file its reported administrative ratio fell from 0.20% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 291st-largest of 2,266 plans among Virginia employers on file, and the 1,549th of 11,654 in professional & technical services. In 2025, the employer put in $2.32 for every $1.00 employees contributed themselves.
Wiley & Wilson, Inc.'s 2025 employer contribution ran above the $4,093 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Wiley & Wilson, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
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Source: U.S. Department of Labor, Form 5500 series, EIN 540922889 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.