401(k) · DOL Form 5500 · 2022

Willowsford Management, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
30th
Percentile by assets National rank
$216,101
Avg per participant Above avg balance/head
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Official DOL plan name: Willowsford Management, LLC Retirement Plan · Sponsored by Willowsford Management, LLC · New York · Real Estate

$2M in assets, 7 participants

Willowsford Management, LLC's Willowsford Management, LLC Retirement Plan reported $2M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,415 in Real Estate (5,057 peers)

Willowsford Management, LLC multi-year trail

Willowsford Management, LLC's plans moved -42.6% in assets from 2022 to 2024; this filing shows Willowsford Management, LLC Retirement Plan at $2M / 7 participants.

#2,415
in Real Estate (5,057 peers)
-24.2%
assets change YoY

The plan reported a net loss of $482K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Willowsford Management, LLC Retirement Plan among the smaller filed plans by assets

Willowsford Management, LLC Retirement Plan vs every filed plan by assets

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

$1,512,710 30th percentile higher than 30% 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

Willowsford Management, LLC Retirement 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. Willowsford Management, LLC Retirement Plan is a micro filing (7 participants), the leftmost band.

Published 5500 schedule card

Filing strip 811546225 · Willowsford Management, LLC PY 2022 · 401(k)

Willowsford Management, LLC Retirement Plan · $2M · 7 · 30th

  • PCT $2M
  • PCT 7
  • PCT 30th
  • PCT 401(k)
  • PCT near Pacific Gateway Concessions, LLC 401(k) Plan
  • PCT ind #2415

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 Real Estate retirement plans → · Plans in New York →

Willowsford Management, LLC Retirement Plan in the asset neighbourhood

Willowsford Management, LLC Retirement PlanWillowsford Management, LLC …$2MPacific Gateway Concessions, LLC 401(k) PlanPacific Gateway Concessions,…$2MTeam Solutions 401(k) Plan$2MCommunity Care Ambulance Network 401(k) PlanCommunity Care Ambulance Net…$2MSecrest Watson International, Inc. 401(k) Profit Sharing PlanSecrest Watson International…$2M
End-of-year total assets ($M) among Willowsford Management, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Willowsford Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Willowsford Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$869K 42.57332866180563% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $1.51M $0.87M ▼ -42.4%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 6 $2M
2024 1 N/A $869K

Willowsford Management, LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$482K
Employer EIN811546225
Plan Effective Date2016-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Willowsford Management, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Willowsford Management, LLC Retirement Plan, Total assets ($B): 0.00151271 · Participants: 7Willowsford Management, LLC Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Willowsford Management, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Willowsford Management, LLC Retirement Plan side-by-side with 3 peers →

Willowsford Management, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Pacific Gateway Concessions, LLC 401(k) Plan in CA ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Willowsford Management, LLC Retirement Plan assets move in 2022? ▼
Willowsford Management, LLC Retirement Plan declined sharply - down 24.2% during 2022, from $2M to $2M. Reported net income was -$482K.
How have Willowsford Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willowsford Management, LLC's sponsor-wide assets declined 42.6%, from $2M to $869K.
Which 401(k) plans are similar in size to Willowsford Management, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pacific Gateway Concessions, LLC 401(k) Plan in CA ($2M, 224 participants).
Which 401(k) plans cover a similar participant headcount to Willowsford Management, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K 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 811546225.

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.