401(k) · DOL Form 5500 · 2022

Willowbridge Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
37
Participants Small participant base
88th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Willowbridge Associates, Inc. 401(k) Plan · Sponsored by Willowbridge Associates, Inc. · New Jersey · Finance & Insurance

$50M in assets, 37 participants

Willowbridge Associates, Inc.'s Willowbridge Associates, Inc. 401(k) Plan reported $50M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,473 in Finance & Insurance (9,261 peers)

Where Willowbridge Associates, Inc. 401(k) Plan sits by assets

Willowbridge Associates, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $50M for 37 participants (~$1.3M/participant), up 14.0% in 2022.

#7,473
in Finance & Insurance (9,261 peers)
+14.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Willowbridge Associates, Inc. 401(k) Plan's outsized position by total assets

Willowbridge Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$49,572,105 Top 12% higher than 88% 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

Willowbridge Associates, Inc. 401(k) 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. Willowbridge Associates, Inc. 401(k) Plan is a small filing (37 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 222886223 · Willowbridge Associates, Inc. PY 2022 · 401(k)

Willowbridge Associates, Inc. 401(k) Plan · $50M · 37 · 88th

  • SCH $50M
  • SCH 37
  • SCH 88th
  • SCH 401(k)
  • SCH near Grimmway Enterprises 401(k) Plan
  • SCH ind #7473

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 New Jersey →

Willowbridge Associates, Inc. 401(k) Plan in the asset neighbourhood

Grimmway Enterprises 401(k) PlanGrimmway Enterprises 401(k) …$50MSwca, Inc. 401(k) Plan$50MLaerdal Medical Corporation 401(k) Profit Sharing PlanLaerdal Medical Corporation …$50MWillowbridge Associates, Inc. 401(k) PlanWillowbridge Associates, Inc…$50MBeacon Retirement Savings 401(a) PlanBeacon Retirement Savings 40…$50M
End-of-year total assets ($M) among Willowbridge Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$50M
Net Income$6M
Employer EIN222886223
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willowbridge Associates, Inc.)

Sponsor-wide plan assets over time

All Willowbridge Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 19.65308513729647% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $49.6M $59.3M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 37 $50M
2023 1 30 $55M
2024 1 30 $59M

Nearby 401(k) Plans in New Jersey

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

Willowbridge Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Willowbridge Associates, Inc. 401(k) Plan, Total assets ($B): 0.049572105 · Participants: 37Willowbridge Associates, Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Willowbridge Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Willowbridge Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Willowbridge Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Grimmway Enterprises 401(k) Plan in CA ($50M); by covered participants it is Parham LLC Safe Harbor 401(k) Plan in TN (37 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Willowbridge Associates, Inc. 401(k) Plan assets move in 2022? ▼
Willowbridge Associates, Inc. 401(k) Plan grew at a solid clip - up 14.0% during 2022, from $44M to $50M. Reported net income was $6M.
How have Willowbridge Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willowbridge Associates, Inc.'s sponsor-wide assets grew 19.7%, from $50M to $59M.
Where does Willowbridge Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Willowbridge Associates, Inc. 401(k) Plan ranks in the 88th 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 Willowbridge Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grimmway Enterprises 401(k) Plan in CA ($50M, 759 participants).
Which 401(k) plans cover a similar participant headcount to Willowbridge Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Parham LLC Safe Harbor 401(k) Plan in TN (37 participants, $438K 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 222886223.

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.