401(k) · DOL Form 5500 · 2022

Willis Lease Finance Corporation 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
109
Participants Small participant base
82nd
Percentile by assets National rank
$251,433
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Willis 401(k) Plan · Sponsored by Willis Lease Finance Corporation · Florida · Manufacturing

$27M in assets, 109 participants

Willis Lease Finance Corporation's The Willis 401(k) Plan reported $27M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #15,253 in Manufacturing (20,602 peers)

Coverage in Florida

The Willis 401(k) Plan covers 109 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $27M.

#15,253
in Manufacturing (20,602 peers)
-18.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Willis 401(k) Plan's outsized position by total assets

The Willis 401(k) Plan vs every filed plan by assets

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

$27,406,233 Top 18% higher than 82% 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

The Willis 401(k) 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. The Willis 401(k) Plan sits mid-pack in the medium band (109 participants).

EBSA filing schedule strip

Filing strip 680070656 · Willis Lease Finance Corporation PY 2022 · 401(k)

The Willis 401(k) Plan · $27M · 109 · 82nd

  • SCH $27M
  • EBSA 109
  • PART 82nd
  • TYPE 401(k)
  • NET near Ntirety 401(k) Plan
  • BOOK ind #15253

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 Manufacturing retirement plans → · Plans in Florida →

The Willis 401(k) Plan in the asset neighbourhood

The Willis 401(k) Plan$27MNtirety 401(k) Plan$27MLampton Welding Supply Company, Inc. Profit Sharing PlanLampton Welding Supply Compa…$27MModern Welding Company 401(k) Savings PlanModern Welding Company 401(k…$27MCummings Electrical 401(k) PlanCummings Electrical 401(k) P…$27M
End-of-year total assets ($M) among The Willis 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$27M
Net Income-$6M
Employer EIN680070656
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willis Lease Finance Corporation)

Sponsor-wide plan assets over time

All Willis Lease Finance Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$40M 45.995788622245165% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.4M $40M ▲ +46.0%
Year Plans Participants Total Assets
2022 1 109 $27M
2023 1 122 $33M
2024 1 149 $40M

Nearby 401(k) Plans in Florida

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

The Willis 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants The Willis 401(k) Plan, Total assets ($B): 0.027406233 · Participants: 109The Willis 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
The Willis 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The Willis 401(k) Plan side-by-side with 3 peers →

The Willis 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Ntirety 401(k) Plan in DE ($27M); by covered participants it is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (109 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 The Willis 401(k) Plan assets move in 2022? ▼
The Willis 401(k) Plan declined sharply - down 18.4% during 2022, from $34M to $27M. Reported net income was -$6M.
How have Willis Lease Finance Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willis Lease Finance Corporation's sponsor-wide assets grew 46.0%, from $27M to $40M.
Where does The Willis 401(k) Plan rank by assets among Form 5500 filers? ▼
The Willis 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Willis 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ntirety 401(k) Plan in DE ($27M, 231 participants).
Which 401(k) plans cover a similar participant headcount to The Willis 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 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 680070656.

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.