Profit Sharing · DOL Form 5500 · 2022
Willow Brook Christian Services Profit Sharing Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 408
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $21,474
- Avg per participant Low balance/head
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.
- #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.
- #13,626
- in Healthcare & Social Assistance (20,060 peers)
- -11.8%
- assets change YoY
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 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Willow Brook 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,761,317 Top 38% higher than 62% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Willow Brook 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willow Brook 403(b) Retirement Plan sits mid-pack in the medium band (408 participants).
DOL schedule card
Filing strip 200996799 · Willow Brook Christian Services PY 2022 · Profit Sharing
Willow Brook 403(b) Retirement Plan · $9M · 408 · 62nd
- PHOTO $9M
- IND 408
- EOY 62nd
- 5500 Profit Sharing
- ASSETS near Panorama Retirement Plan and Trust
- PCT ind #13626
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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →
Willow Brook 403(b) Retirement Plan in the asset neighbourhood
Willow Brook Christian Services multi-year asset trail
Sponsor-wide plan assets over time
All Willow Brook Christian Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 35.95168397627891% vs 2022
- 2024 filing year
| 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 EIN | 200996799 |
| Plan Effective Date | 1999-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.2B · 46,417
- The Employer Retirement Savings Plan- Premier Health Partners $202M · 11,973
- White Castle Profit Sharing Plan $172M · 4,241
- Holzer Health System 401a Profit Sharing Plan $166M · 1,876
- Southern Ohio Medical Center Retirement Savings Program $136M · 3,162
Willow Brook 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Panorama Retirement Plan and Trust in WA ($9M); by covered participants it is Birmingham Community Charter High School Retirement Plan in CA (408 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (408 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.