Profit Sharing · DOL Form 5500 · 2022

Willow Brook Christian Services Profit Sharing Plan

Data updated 2026-08-11

$9M
Total assets
408
Participants
62nd
Percentile by assets
$21,474
Avg per participant
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Official DOL plan name: Willow Brook 403(b) Retirement Plan · Sponsored by Willow Brook Christian Services · Ohio · Healthcare & Social Assistance

$9M in assets, 408 participants

Willow Brook Christian Services's Willow Brook 403(b) Retirement Plan reported $9M in total assets and 408 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • 62nd percentile by assets (of 139,126 plans)
  • #13,626 in Healthcare & Social Assistance (20,060 peers)

Willow Brook Christian Services multi-year trail

Willow Brook Christian Services's plans moved +36.0% in assets from 2022 to 2024; this filing shows Willow Brook 403(b) Retirement Plan at $9M / 408 participants.

$9M
total plan assets (2022 EOY)
408
covered participants
62nd
percentile by assets (of 139,126 plans)
$21,474
avg assets per participant

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Willow Brook Christian Services across 3 plan years on file

Across the 3 plan years Willow Brook Christian Services has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $12M, a gain of 36.0%, while reported participants moved from 408 to 529 (+29.7%). Peak year by sponsor assets: 2024 ($12M); trough: 2022 ($9M).

Willow Brook Christian Services multi-year asset trail

$8M$9M$10M$11M$12M$13M 202220232024 $8.76M $11.9M ▲ +36.0%
Total plan assets by year, all Willow Brook Christian Services plans on file
Year Plans Participants Total Assets
2022 1 408 $9M
2023 1 462 $11M
2024 1 529 $12M

Willow Brook Christian Services filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN200996799
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Willow Brook 403(b) Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Willow Brook 403(b) Retirement Plan 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 Willow Brook 403(b) …Cleveland Clinic Inv…The Employer Retirem…White Castle Profit …Holzer Health System…Southern Ohio Medica…
Willow Brook 403(b) Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Willow Brook 403(b) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Willow Brook 403(b) Retirement Plan assets move in 2022?
Willow Brook 403(b) Retirement Plan pulled back noticeably - down 11.8% during 2022, from $10M to $9M. Reported net income was -$1M.
How have Willow Brook Christian Services plan assets changed over time?
Across 3 plan years on file (2022-2024), Willow Brook Christian Services's sponsor-wide assets grew 36.0%, from $9M to $12M.
Which Profit Sharing plans are similar in size to Willow Brook 403(b) Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Panorama Retirement Plan and Trust in WA ($9M, 257 participants).

Next read for Willow Brook 403(b) Retirement Plan

Multi-year trail

Ways to act on Willow Brook 403(b) Retirement Plan's numbers.