Wilbur-Ellis Holdings 401(k) and pension plans

Wilbur-Ellis Holdings, Inc., Denver, CO. EIN 46-2652182. Annual reports 2009–2024. Also filed as Wilbur-Ellis Company; Wilbur-Ellis Company LLC.

Wilbur-Ellis Holdings, Inc. has 2 active retirement plans on file. The largest is the Wilbur-Ellis 401(k) Plan, with 4,782 participants and $398 million in assets in 2024. Fidelity has been its recordkeeper since 2012.

Active plans: 2
Participants: 7,675
Plan assets: $577 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Wholesale trade

All 2 plans

Active plans first

Wilbur-Ellis 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 46-2652182
Participants (2024): 4,782
Net assets (2024): $398 million
Recordkeeper: FidelityEarlier: Mercer (2009–2011)
Plan administrator: Retirement Plan Administrative Committee
345 California Street, 27TH Floor
San Francisco, CA 94104
(415) 772-4000As filed for 2024
In effect since: June 29, 1946

Earlier sponsor: Wilbur-Ellis Company (2009–2015).

Earlier plan names: Wilbur-Ellis Company 401K Plan; Wilbur-Ellis Company 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,782	$398 million	Fidelity
2023	4,939	$363 million	Fidelity
2022	4,710	$325 million	Fidelity
2021	4,405	$396 million	Fidelity
2020	4,551	$354 million	Fidelity
2019	4,549	$306 million	Fidelity
2018	4,294	$254 million	Fidelity
2017	4,021	$272 million	Fidelity
2016	3,929	$236 million	Fidelity
2015	3,981	$219 million	Fidelity
2014	3,705	$220 million	Fidelity
2013	3,752	$206 million	Fidelity
2012	3,460	$168 million	Fidelity
2011	3,418	$148 million	Mercer
2010	3,056	$149 million	Mercer
2009	2,900	$136 million	Mercer

Wilbur-Ellis Retirement Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 46-2652182
Participants (2024): 2,893
Net assets (2024): $179 million
Plan administrator: Retirement Plan Administrative Committee
4582 S. Ulster Street, Suite 400
Denver, CO 80237
(720) 306-6340As filed for 2024
In effect since: October 1, 1941

Earlier sponsor: Wilbur-Ellis Company (2009–2015).

Earlier plan names: Wilbur-Ellis Company Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,893	$179 million	not listed
2023	3,961	$255 million	not listed
2022	5,634	$306 million	not listed
2021	5,397	$360 million	not listed
2020	5,252	$314 million	not listed
2019	5,083	$274 million	not listed
2018	4,904	$229 million	not listed
2017	4,761	$239 million	not listed
2016	4,622	$183 million	not listed
2015	4,481	$163 million	not listed
2014	4,310	$160 million	not listed
2013	4,093	$147 million	not listed
2012	3,840	$121 million	not listed
2011	3,673	$100 million	not listed
2010	3,492	$94.5 million	not listed
2009	3,395	$79.4 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Wilbur-Ellis 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((415) 772-4000). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Wilbur-Ellis 401(k) Plan

Wilbur-Ellis Retirement Plan

If you had money in one of these plans

What these numbers are

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