Wiley X, Inc 401(k) Plan & Trust 401(k) match, vesting and fees
What Wiley X, Inc 401(k) Plan & Trust's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,080 defined-contribution plans in retail trade with 100 to 499 participants.
| Wiley X, Inc 401(k) Plan & Trust: employer contribution per participant | $1,460 | |
| Peer median | $1,247 |
| Wiley X, Inc 401(k) Plan & Trust: average balance | $96,943 | |
| Peer median | $56,979 |
| Wiley X, Inc 401(k) Plan & Trust: admin expenses ÷ assets | 0.44% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $10.8M at the end of plan year 2021 to $12.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 146 | $12.8M | $193K | $1,460 | 0.44% | Not published | Form 5500 ↗ |
| 2024 | 160 | $11.4M | $233K | $1,666 | 0.54% | Not published | Form 5500 ↗ |
| 2023 | 168 | $11.2M | $168K | $1,067 | 0.63% | Not published | Form 5500 ↗ |
| 2022 | 187 | $9.1M | $198K | $1,159 | 0.60% | Not published | Form 5500 ↗ |
| 2021 | 138 | $10.8M | $0 | $0 | 0.78% | Not published | Form 5500 ↗ |
Common questions
Does Wiley X, Inc 401(k) Plan & Trust match 401(k) contributions?
The match terms for the Wiley X, Inc. 401(k) Plan & Trust have not been published from its filing yet. The plan year 2025 filing reports $193K in employer contributions, about $1,460 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wiley X, Inc 401(k) Plan & Trust 401(k) match vested?
The vesting schedule for the Wiley X, Inc. 401(k) Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wiley X, Inc 401(k) Plan & Trust 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Wiley X, Inc 401(k) Plan & Trust.
I left Wiley X, Inc 401(k) Plan & Trust. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wiley X, Inc 401(k) Plan & Trust, (945) 260-1011) or the recordkeeper, Principal Life Insurance Company. The Wiley X, Inc 401(k) Plan & Trust old 401(k) page lists the contacts from every plan filing. Find an old Wiley X, Inc 401(k) Plan & Trust 401(k)
Data from the public Form 5500 annual reports Wiley X, Inc 401(k) Plan & Trust filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Wiley X, Inc 401(k) Plan & Trust. Not financial advice. Report a correction · Methodology