Profit Sharing · DOL Form 5500 · 2022

Willis Machinery & Tools Co. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
35th
Percentile by assets National rank
$372,630
Avg per participant High balance/head
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Official DOL plan name: Willis Machinery & Tools Co. Profit Sharing Plan and Trust · Sponsored by Willis Machinery & Tools Co. · Ohio · Manufacturing

$2M in assets, 6 participants

Willis Machinery & Tools Co.'s Willis Machinery & Tools Co. Profit Sharing Plan and Trust reported $2M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 35th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,934 in Manufacturing (20,602 peers)

Willis Machinery & Tools Co. multi-year trail

Willis Machinery & Tools Co.'s plans moved +28.2% in assets from 2022 to 2024; this filing shows Willis Machinery & Tools Co. Profit Sharing Plan and Trust at $2M / 6 participants.

#3,934
in Manufacturing (20,602 peers)
-47.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Willis Machinery & Tools Co. Profit Sharing Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Willis Machinery & Tools Co. Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,235,779 35th percentile higher than 35% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Willis Machinery & Tools Co. Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willis Machinery & Tools Co. Profit Sharing Plan and Trust is a micro filing (6 participants), the leftmost band.

Published 5500 schedule card

Filing strip 340908107 · Willis Machinery & Tools Co. PY 2022 · Profit Sharing

Willis Machinery & Tools Co. Profit Sharing Plan and Trust · $2M · 6 · 35th

  • IND $2M
  • EOY 6
  • 5500 35th
  • ASSETS Profit Sharing
  • PCT near Chautauqua Guest Homes, Inc. Employee Profit Sharing Plan
  • EIN ind #3934

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Ohio →

Willis Machinery & Tools Co. Profit Sharing Plan and Trust in the asset neighbourhood

Willis Machinery & Tools Co. Profit Sharing Plan and TrustWillis Machinery & Tools Co.…$2MChautauqua Guest Homes, Inc. Employee Profit Sharing PlanChautauqua Guest Homes, Inc.…$2MSjk Enterprises, Inc. Profit Sharing PlanSjk Enterprises, Inc. Profit…$2MWerner Properties, Inc. 401(k) Profit Sharing PlanWerner Properties, Inc. 401(…$2MMark Kaufman Pension and Profit Sharing PlanMark Kaufman Pension and Pro…$2M
End-of-year total assets ($M) among Willis Machinery & Tools Co. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Willis Machinery & Tools Co. multi-year asset trail

Sponsor-wide plan assets over time

All Willis Machinery & Tools Co. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.220678340748346% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.24M $2.87M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $2M
2024 1 8 $3M

Willis Machinery & Tools Co. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income-$2M
Employer EIN340908107
Plan Effective Date1968-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Willis Machinery & Tools Co. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Willis Machinery & Tools Co. Profit Sharing Plan and Trust, Total assets ($B): 0.002235779 · Participants: 6Willis Machinery & Tools Co. Profit Sharing Plan and TrustCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Willis Machinery & Tools Co. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Willis Machinery & Tools Co. Profit Sharing Plan and Trust side-by-side with 3 peers →

Willis Machinery & Tools Co. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Chautauqua Guest Homes, Inc. Employee Profit Sharing Plan in IA ($2M); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Willis Machinery & Tools Co. Profit Sharing Plan and Trust assets move in 2022? ▼
Willis Machinery & Tools Co. Profit Sharing Plan and Trust contracted severely - down 47.6% during 2022, from $4M to $2M. Reported net income was -$2M.
How have Willis Machinery & Tools Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willis Machinery & Tools Co.'s sponsor-wide assets grew 28.2%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Willis Machinery & Tools Co. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Chautauqua Guest Homes, Inc. Employee Profit Sharing Plan in IA ($2M, 109 participants).
Which Profit Sharing plans cover a similar participant headcount to Willis Machinery & Tools Co. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants, $432K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 340908107.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.