401(k) · DOL Form 5500 · 2022

The Wills Group, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
317
Participants Below avg headcount
85th
Percentile by assets National rank
$114,697
Avg per participant Below avg balance/head
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Official DOL plan name: H. S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan · Sponsored by The Wills Group, Inc. · Maryland · Retail Trade

$36M in assets, 317 participants

The Wills Group, Inc.'s H. S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan reported $36M in total assets and 317 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #8,727 in Retail Trade (9,519 peers)

Coverage in Maryland

H. S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan covers 317 participants in Maryland, about 34% of the average Maryland filer (state average ~929 per filing). Assets: $36M.

#8,727
in Retail Trade (9,519 peers)
-6.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

H. S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan's outsized position by total assets

H. S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan vs every filed plan by assets

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

$36,358,812 Top 15% higher than 85% 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

H. S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity 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. H. S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan sits mid-pack in the medium band (317 participants).

Form 5500 schedule snapshot

Filing strip 521461039 · The Wills Group, Inc. PY 2022 · 401(k)

H. S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan · $36M · 317 · 85th

  • RANK $36M
  • PHOTO 317
  • IND 85th
  • EOY 401(k)
  • 5500 near Woodstream 401(k) Retirement Plan
  • ASSETS ind #8727

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 Retail Trade retirement plans → · Plans in Maryland →

H. S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan in the asset neighbourhood

H. S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity PlanH. S. Swann, James W. Wills,…$36MWoodstream 401(k) Retirement PlanWoodstream 401(k) Retirement…$36MSuperior Paving Corp. and Associated Companies Retirement Savings PlanSuperior Paving Corp. and As…$36MThe Akebia Therapeutics 401(k) PlanThe Akebia Therapeutics 401(…$36MTemenos USA Inc.$36M
End-of-year total assets ($M) among H. S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$36M
Net Income-$2M
Employer EIN521461039
Plan Effective Date1953-12-11
Filing StatusFILING RECEIVED

Sponsor Plan History (The Wills Group, Inc.)

Sponsor-wide plan assets over time

All The Wills Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 5.3916691645261885% vs 2022
2024 filing year
$40M$42M$44M$46M$48M 202220232024 $43.5M $45.8M ▲ +5.4%
Year Plans Participants Total Assets
2022 2 329 $43M
2023 2 474 $42M
2024 1 631 $46M

Nearby 401(k) Plans in Maryland

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

H. S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants H. S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan, Total assets ($B): 0.036358812 · Participants: 317H. S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
H. S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare H. S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan side-by-side with 3 peers →

H. S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Woodstream 401(k) Retirement Plan in PA ($36M); by covered participants it is Skybridge Resources, LLC 401(k) Plan in FL (317 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (317 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 H. S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan assets move in 2022? ▼
H. S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan pulled back noticeably - down 6.3% during 2022, from $39M to $36M. Reported net income was -$2M.
How have The Wills Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Wills Group, Inc.'s sponsor-wide assets grew 5.4%, from $43M to $46M.
Where does H. S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan rank by assets among Form 5500 filers? ▼
H. S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan ranks in the 85th 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 H. S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan? ▼
Among 401(k) plans in other states, the closest by assets is Woodstream 401(k) Retirement Plan in PA ($36M, 513 participants).
Which 401(k) plans cover a similar participant headcount to H. S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skybridge Resources, LLC 401(k) Plan in FL (317 participants, $2M 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 521461039.

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.