401(k) · DOL Form 5500 · 2022

Willcox & Savage, P.C. 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
80
Participants Small participant base
90th
Percentile by assets National rank
$823,119
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Willcox & Savage, P.C. Profit-Sharing Retirement Plan · Sponsored by Willcox & Savage, P.C. · Virginia · Professional & Technical Services

$66M in assets, 80 participants

Willcox & Savage, P.C.'s Willcox & Savage, P.C. Profit-Sharing Retirement Plan reported $66M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #19,667 in Professional & Technical Services (21,562 peers)

Where Willcox & Savage, P.C. Profit-Sharing Retirement Plan sits by assets

Willcox & Savage, P.C. Profit-Sharing Retirement Plan sits in the top 10% of all filed plans by assets, $66M for 80 participants (~$823,119/participant), down 14.7% in 2022.

#19,667
in Professional & Technical Services (21,562 peers)
-14.7%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Willcox & Savage, P.C. Profit-Sharing Retirement Plan's outsized position by total assets

Willcox & Savage, P.C. Profit-Sharing Retirement Plan vs every filed plan by assets

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

$65,849,481 Top 10% higher than 90% 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

Willcox & Savage, P.C. Profit-Sharing Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willcox & Savage, P.C. Profit-Sharing Retirement Plan is a small filing (80 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 540976999 · Willcox & Savage, P.C. PY 2022 · 401(k)

Willcox & Savage, P.C. Profit-Sharing Retirement Plan · $66M · 80 · 90th

  • PCT $66M
  • EIN 80
  • RANK 90th
  • PHOTO 401(k)
  • IND near Rcc 401(k) Plan and Trust
  • EOY ind #19667

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 Virginia →

Willcox & Savage, P.C. Profit-Sharing Retirement Plan in the asset neighbourhood

Plansource Financial Services, Inc. Retirement Savings PlanPlansource Financial Service…$66MWillcox & Savage, P.C. Profit-Sharing Retirement PlanWillcox & Savage, P.C. Profi…$66MRcc 401(k) Plan and Trust$66MBridgewater Interiors, LLC Savings & Investment (401(k)) PlanBridgewater Interiors, LLC S…$66MFlorida Health Care Plan, Inc. 401(k) PlanFlorida Health Care Plan, In…$66M
End-of-year total assets ($M) among Willcox & Savage, P.C. Profit-Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$66M
Net Income-$11M
Employer EIN540976999
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willcox & Savage, P.C.)

Sponsor-wide plan assets over time

All Willcox & Savage, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$84M 21.164244910682427% vs 2022
2024 filing year
$65M$70M$75M$80M$85M$90M 202220232024 $69.4M $84.1M ▲ +21.2%
Year Plans Participants Total Assets
2022 2 97 $69M
2023 2 106 $81M
2024 2 119 $84M

Nearby 401(k) Plans in Virginia

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

Willcox & Savage, P.C. Profit-Sharing Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Willcox & Savage, P.C. Profit-Sharing Retirement Plan, Total assets ($B): 0.065849481 · Participants: 80Willcox & Savage, P.C. Profit-Sharing Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Willcox & Savage, P.C. Profit-Sharing Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Willcox & Savage, P.C. Profit-Sharing Retirement Plan side-by-side with 3 peers →

Willcox & Savage, P.C. Profit-Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Rcc 401(k) Plan and Trust in LA ($66M); by covered participants it is Cea Technologies, Inc. 401(k) Retirement Plan in NY (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Willcox & Savage, P.C. Profit-Sharing Retirement Plan assets move in 2022? ▼
Willcox & Savage, P.C. Profit-Sharing Retirement Plan pulled back noticeably - down 14.7% during 2022, from $77M to $66M. Reported net income was -$11M.
How have Willcox & Savage, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willcox & Savage, P.C.'s sponsor-wide assets grew 21.2%, from $69M to $84M.
Where does Willcox & Savage, P.C. Profit-Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Willcox & Savage, P.C. Profit-Sharing Retirement Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Willcox & Savage, P.C. Profit-Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rcc 401(k) Plan and Trust in LA ($66M, 631 participants).
Which 401(k) plans cover a similar participant headcount to Willcox & Savage, P.C. Profit-Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cea Technologies, Inc. 401(k) Retirement Plan in NY (80 participants, N/A 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 540976999.

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.