401(k) · DOL Form 5500 · 2022

Willowwood Global, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
134
Participants Small participant base
74th
Percentile by assets National rank
$124,400
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Willowwood Global, LLC Profit Sharing Plan · Sponsored by Willowwood Global, LLC · Ohio · Manufacturing

$17M in assets, 134 participants

Willowwood Global, LLC's Willowwood Global, LLC Profit Sharing Plan reported $17M in total assets and 134 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,236 in Manufacturing (20,602 peers)

Coverage in Ohio

Willowwood Global, LLC Profit Sharing Plan covers 134 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $17M.

#13,236
in Manufacturing (20,602 peers)
-14.8%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Willowwood Global, LLC Profit Sharing Plan's outsized position by total assets

Willowwood Global, LLC Profit Sharing Plan vs every filed plan by assets

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

$16,669,605 Top 26% higher than 74% 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

Willowwood Global, LLC Profit Sharing 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. Willowwood Global, LLC Profit Sharing Plan sits mid-pack in the medium band (134 participants).

Published 5500 schedule card

Filing strip 834525073 · Willowwood Global, LLC PY 2022 · 401(k)

Willowwood Global, LLC Profit Sharing Plan · $17M · 134 · 74th

  • 5500 $17M
  • ASSETS 134
  • PCT 74th
  • EIN 401(k)
  • RANK near Unidosus Retirement & Employee Savings Plan
  • PHOTO ind #13236

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 Ohio →

Willowwood Global, LLC Profit Sharing Plan in the asset neighbourhood

Willowwood Global, LLC Profit Sharing PlanWillowwood Global, LLC Profi…$17MUnidosus Retirement & Employee Savings PlanUnidosus Retirement & Employ…$17MSoutheast Orthopedic Specialists 401(k) Plan and TrustSoutheast Orthopedic Special…$17MMorling & Company 401(k) Plan$17MInnovative Concepts in Entertainment, Inc. 401(k) Retirement PlanInnovative Concepts in Enter…$17M
End-of-year total assets ($M) among Willowwood Global, LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN834525073
Plan Effective Date1979-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willowwood Global, LLC)

Sponsor-wide plan assets over time

All Willowwood Global, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 38.92089824563929% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.7M $23.2M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 134 $17M
2023 1 176 $19M
2024 1 173 $23M

Nearby 401(k) Plans in Ohio

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

Willowwood Global, LLC Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Willowwood Global, LLC Profit Sharing Plan, Total assets ($B): 0.016669605 · Participants: 134Willowwood Global, LLC Profit Sharing PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Willowwood Global, LLC Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Willowwood Global, LLC Profit Sharing Plan side-by-side with 3 peers →

Willowwood Global, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Unidosus Retirement & Employee Savings Plan in DC ($17M); by covered participants it is The Blain Companies 401(k) Profit Sharing Plan in MS (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Willowwood Global, LLC Profit Sharing Plan assets move in 2022? ▼
Willowwood Global, LLC Profit Sharing Plan pulled back noticeably - down 14.8% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Willowwood Global, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willowwood Global, LLC's sponsor-wide assets grew 38.9%, from $17M to $23M.
Which 401(k) plans are similar in size to Willowwood Global, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Unidosus Retirement & Employee Savings Plan in DC ($17M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Willowwood Global, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Blain Companies 401(k) Profit Sharing Plan in MS (134 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 834525073.

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.