The Wilkes Firm, P.A.401(k)
WILKES & ASSOCIATES, PA 401(K) PLAN · TAMPA, FL · plan year 2022
Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works
The Wilkes Firm, P.A. reported $40,061 in plan administrative expenses for 2022: 0.22% of average plan assets, below the peer median. Employer contributions averaged $4,383 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 1 year on file its reported administrative ratio rose from 0.22% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,350th-largest of 3,644 plans among Florida employers on file, and 6,495th of 11,654 in professional & technical services. In 2022, employees put in $2.36 for every $1.00 the employer contributed.
The Wilkes Firm, P.A.'s 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
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Source: U.S. Department of Labor, Form 5500 series, EIN 593340923 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.