Wilbert Funeral Service, Inc. 401(k) Plan (terminated 2024): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2024, when $48.3 million was transferred out of the plan. Assets moved to the MARMON EMPLOYEES' RETIREMENT PLAN (sponsored by MARMON HOLDINGS, INC). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
See the MARMON EMPLOYEES' RETIREMENT PLAN →Wilbert Funeral Service, Inc. 401(k) Login
Retirement plan providers can change. This information is from the plan's 2024 filing.
Wilbert Funeral Service, Inc. 401(k) Plan Facts (plan year 2024)
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $6.10 million went into the plan in contributions, $2.20 million of it from the employer (36%).
- $13.4 million was paid out to participants.
- Investment and other income added $6.91 million.
How the Wilbert Funeral Service, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,036 | $37.1 million | $600,112 | $2.53 million |
| 2020 | 1,212 | $47.1 million | $720,492 | $3.58 million |
| 2021 | 1,296 | $52.4 million | $842,025 | $6.46 million |
| 2022 | 1,448 | $39.9 million | $690,249 | $6.54 million |
| 2023 | 1,349 | $48.8 million | $2.17 million | $6.49 million |
| 2024 (final) | 1,471 | $0 | $2.20 million | $13.4 million |
Wilbert Funeral Service, Inc. 401(k) Contact Information
Questions about the Wilbert Funeral Service, Inc. 401(k)
Is the Wilbert Funeral Service, Inc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2024. Its assets were transferred to the MARMON EMPLOYEES' RETIREMENT PLAN.
Does Wilbert Funeral Service, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.20 million, 36% of all contributions.
Does the Wilbert Funeral Service, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Wilbert Funeral Service, Inc 401(k) plan?
1,471 participants at the start of plan year 2024.
Who manages the Wilbert Funeral Service, Inc 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.