401(k) · DOL Form 5500 · 2022

Willow Creek Wealth Management, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
18
Participants Small participant base
55th
Percentile by assets National rank
$350,503
Avg per participant High balance/head
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Official DOL plan name: Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan · Sponsored by Willow Creek Wealth Management, Inc. · California · Finance & Insurance

$6M in assets, 18 participants

Willow Creek Wealth Management, Inc.'s Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,618 in Finance & Insurance (9,261 peers)

Willow Creek Wealth Management, Inc. multi-year trail

Willow Creek Wealth Management, Inc.'s plans moved +39.2% in assets from 2022 to 2024; this filing shows Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan at $6M / 18 participants.

#3,618
in Finance & Insurance (9,261 peers)
-35.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,309,048 Top 45% higher than 55% 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

Willow Creek Wealth Management, Inc. 401(k) Profit Sharing 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. Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.

DOL schedule card

Filing strip 680431551 · Willow Creek Wealth Management, Inc. PY 2022 · 401(k)

Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan · $6M · 18 · 55th

  • SCH $6M
  • EBSA 18
  • PART 55th
  • TYPE 401(k)
  • NET near Iowa Home Care 401(k) Retirement Plan
  • BOOK ind #3618

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 Finance & Insurance retirement plans → · Plans in California →

Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Willow Creek Wealth Management, Inc. 401(k) Profit Sharing PlanWillow Creek Wealth Manageme…$6MIowa Home Care 401(k) Retirement PlanIowa Home Care 401(k) Retire…$6MIntepros Consulting 401(k) PlanIntepros Consulting 401(k) P…$6MDouglass Winthrop Advisors 401(k) PlanDouglass Winthrop Advisors 4…$6MAtlanta Center for Reproductive Medicine, LLC 401(k) Profit Sharing PlanAtlanta Center for Reproduct…$6M
End-of-year total assets ($M) among Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Willow Creek Wealth Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Willow Creek Wealth Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 39.23015009554532% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.31M $8.78M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 18 $6M
2023 1 19 $8M
2024 1 20 $9M

Willow Creek Wealth Management, Inc. filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$6M
Net Income-$3M
Employer EIN680431551
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.006309048 · Participants: 18Willow Creek Wealth Management, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Iowa Home Care 401(k) Retirement Plan in IA ($6M); by covered participants it is Paragon Health Services 401(k) Plan in LA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan contracted severely - down 35.6% during 2022, from $10M to $6M. Reported net income was -$3M.
How have Willow Creek Wealth Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willow Creek Wealth Management, Inc.'s sponsor-wide assets grew 39.2%, from $6M to $9M.
Which 401(k) plans are similar in size to Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iowa Home Care 401(k) Retirement Plan in IA ($6M, 256 participants).
Which 401(k) plans cover a similar participant headcount to Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Paragon Health Services 401(k) Plan in LA (18 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 680431551.

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.