401(k) · DOL Form 5500 · 2022

Willeford Group Cpa, PC 401(k) Plan

Data updated 2026-08-25

$862K
Total assets Small plan by assets
9
Participants Small participant base
23rd
Percentile by assets National rank
$95,727
Avg per participant Below avg balance/head
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Official DOL plan name: Willeford Group Cpa, PC Profit Sharing 401(k) Plan · Sponsored by Willeford Group Cpa, PC · Georgia · Professional & Technical Services

$862K in assets, 9 participants

Willeford Group Cpa, PC's Willeford Group Cpa, PC Profit Sharing 401(k) Plan reported $862K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #4,243 in Professional & Technical Services (21,562 peers)

Willeford Group Cpa, PC multi-year trail

Willeford Group Cpa, PC's plans moved +45.3% in assets from 2022 to 2024; this filing shows Willeford Group Cpa, PC Profit Sharing 401(k) Plan at $862K / 9 participants.

#4,243
in Professional & Technical Services (21,562 peers)
+10.8%
assets growth YoY

Willeford Group Cpa, PC Profit Sharing 401(k) Plan among the smaller filed plans by assets

Willeford Group Cpa, PC Profit Sharing 401(k) Plan vs every filed plan by assets

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

$861,546 23rd percentile higher than 23% 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

Willeford Group Cpa, PC Profit Sharing 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willeford Group Cpa, PC Profit Sharing 401(k) Plan is a micro filing (9 participants), the leftmost band.

DOL schedule card

Filing strip 581400839 · Willeford Group Cpa, PC PY 2022 · 401(k)

Willeford Group Cpa, PC Profit Sharing 401(k) Plan · $862K · 9 · 23rd

  • ASSETS $862K
  • ASSETS 9
  • ASSETS 23rd
  • ASSETS 401(k)
  • ASSETS near California Concessions 401(k)
  • ASSETS ind #4243

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 Professional & Technical Services retirement plans → · Plans in Georgia →

Willeford Group Cpa, PC Profit Sharing 401(k) Plan in the asset neighbourhood

Willeford Group Cpa, PC Profit Sharing 401(k) PlanWilleford Group Cpa, PC Prof…$862KCalifornia Concessions 401(k)$862KCalifornia Concessions 401(k)$862KLeatham-Krohn-Van Ocker Architects 401(k) PlanLeatham-Krohn-Van Ocker Arch…$861KTexas G&s Investments, Inc. 401(k) PlanTexas G&s Investments, Inc. …$862K
End-of-year total assets ($M) among Willeford Group Cpa, PC Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Willeford Group Cpa, PC multi-year asset trail

Sponsor-wide plan assets over time

All Willeford Group Cpa, PC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 45.34940676411939% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.86M $1.25M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 9 $862K
2023 1 12 $1M
2024 1 11 $1M

Willeford Group Cpa, PC filing trail (2022)

Total Assets (Beginning of Year)$778K
Net Assets (End of Year)$862K
Net Income$84K
Employer EIN581400839
Plan Effective Date1980-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Willeford Group Cpa, PC Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Willeford Group Cpa, PC Profit Sharing 401(k) Plan, Total assets ($B): 0.000861546 · Participants: 9Willeford Group Cpa, PC Profit Sharing 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Willeford Group Cpa, PC Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Willeford Group Cpa, PC Profit Sharing 401(k) Plan side-by-side with 3 peers →

Willeford Group Cpa, PC Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is California Concessions 401(k) in CA ($862K); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($862K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Willeford Group Cpa, PC Profit Sharing 401(k) Plan assets move in 2022? ▼
Willeford Group Cpa, PC Profit Sharing 401(k) Plan grew at a solid clip - up 10.8% during 2022, from $778K to $862K. Reported net income was $84K.
How have Willeford Group Cpa, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willeford Group Cpa, PC's sponsor-wide assets grew 45.3%, from $862K to $1M.
Where does Willeford Group Cpa, PC Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Willeford Group Cpa, PC Profit Sharing 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Willeford Group Cpa, PC Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is California Concessions 401(k) in CA ($862K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Willeford Group Cpa, PC Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K 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 581400839.

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.