401(k) · DOL Form 5500 · 2022

Willow Valley Communities 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
881
Participants Near avg headcount
81st
Percentile by assets National rank
$29,733
Avg per participant Low balance/head
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Official DOL plan name: Willow Valley Communities 401(k) Plan · Sponsored by Willow Valley Communities · Pennsylvania · Healthcare & Social Assistance

$26M in assets, 881 participants

Willow Valley Communities's Willow Valley Communities 401(k) Plan reported $26M in total assets and 881 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,841 in Healthcare & Social Assistance (20,060 peers)

Where Willow Valley Communities 401(k) Plan sits by assets

Willow Valley Communities 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 881 participants (~$29,733/participant), down 18.8% in 2022.

#16,841
in Healthcare & Social Assistance (20,060 peers)
-18.8%
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.

Willow Valley Communities 401(k) Plan's outsized position by total assets

Willow Valley Communities 401(k) Plan vs every filed plan by assets

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

$26,194,801 Top 19% higher than 81% 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 Valley Communities 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. Willow Valley Communities 401(k) Plan sits mid-pack in the medium band (881 participants).

Plan-year Form 5500 strip

Filing strip 232226098 · Willow Valley Communities PY 2022 · 401(k)

Willow Valley Communities 401(k) Plan · $26M · 881 · 81st

  • PCT $26M
  • PCT 881
  • PCT 81st
  • PCT 401(k)
  • PCT near Bailey & Glasser 401(k) Profit Sharing Plan
  • PCT ind #16841

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 Pennsylvania →

Willow Valley Communities 401(k) Plan in the asset neighbourhood

Willow Valley Communities 401(k) PlanWillow Valley Communities 40…$26MBailey & Glasser 401(k) Profit Sharing PlanBailey & Glasser 401(k) Prof…$26MGreenhouse Software, Inc. Retirement Savings PlanGreenhouse Software, Inc. Re…$26MA.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing PlanA.J. Kirkwood & Associates, …$26MHempel (USA), Inc. 401(k) PlanHempel (USA), Inc. 401(k) Pl…$26M
End-of-year total assets ($M) among Willow Valley Communities 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)$32M
Net Assets (End of Year)$26M
Net Income-$6M
Employer EIN232226098
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willow Valley Communities)

Sponsor-wide plan assets over time

All Willow Valley Communities plans reported in each filing year

Latest sponsor-wide plan assets
$33M 24.88228484728706% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $26.2M $32.7M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 881 $26M
2023 1 880 $29M
2024 1 991 $33M

Nearby 401(k) Plans in Pennsylvania

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

Willow Valley Communities 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Willow Valley Communities 401(k) Plan, Total assets ($B): 0.026194801 · Participants: 881Willow Valley Communities 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Willow Valley Communities 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Willow Valley Communities 401(k) Plan side-by-side with 3 peers →

Willow Valley Communities 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Bailey & Glasser 401(k) Profit Sharing Plan in WV ($26M); by covered participants it is Employees 401(k) Plan of Coburn Supply Company, Inc. in TX (881 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (881 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 Valley Communities 401(k) Plan assets move in 2022? ▼
Willow Valley Communities 401(k) Plan declined sharply - down 18.8% during 2022, from $32M to $26M. Reported net income was -$6M.
How have Willow Valley Communities plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willow Valley Communities's sponsor-wide assets grew 24.9%, from $26M to $33M.
Where does Willow Valley Communities 401(k) Plan rank by assets among Form 5500 filers? ▼
Willow Valley Communities 401(k) Plan ranks in the 81st 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 Willow Valley Communities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bailey & Glasser 401(k) Profit Sharing Plan in WV ($26M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Willow Valley Communities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employees 401(k) Plan of Coburn Supply Company, Inc. in TX (881 participants, $63M 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 232226098.

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.