401(k) · DOL Form 5500 · 2022

Willow Bend Mortgage Company, LLC 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
1,689
Participants Near avg headcount
85th
Percentile by assets National rank
$21,603
Avg per participant Low balance/head
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Official DOL plan name: Shaddock Companies 401(k) Plan · Sponsored by Willow Bend Mortgage Company, LLC · Texas · Finance & Insurance

$36M in assets, 1,689 participants

Willow Bend Mortgage Company, LLC's Shaddock Companies 401(k) Plan reported $36M in total assets and 1,689 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.

  • #7,028 in Finance & Insurance (9,261 peers)

Coverage in Texas

Shaddock Companies 401(k) Plan covers 1,689 participants in Texas, 2.5x the typical Texas plan (state average ~688 per filing). Assets: $36M.

#7,028
in Finance & Insurance (9,261 peers)
-6.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Shaddock Companies 401(k) Plan's outsized position by total assets

Shaddock Companies 401(k) Plan vs every filed plan by assets

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

$36,487,900 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

Shaddock Companies 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shaddock Companies 401(k) Plan lands in the large band (1,689 participants).

Form 5500 schedule snapshot

Filing strip 752511480 · Willow Bend Mortgage Company, LLC PY 2022 · 401(k)

Shaddock Companies 401(k) Plan · $36M · 1,689 · 85th

  • SCH $36M
  • SCH 1,689
  • SCH 85th
  • SCH 401(k)
  • SCH near Geo. Byers Sons, 401(k) Plan
  • SCH ind #7028

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 Texas →

Shaddock Companies 401(k) Plan in the asset neighbourhood

Shaddock Companies 401(k) PlanShaddock Companies 401(k) Pl…$36MGeo. Byers Sons, 401(k) Plan$36MMiller Zell Inc. 401(k) Retirement PlanMiller Zell Inc. 401(k) Reti…$36MPrairieland Partners, LLC 401(k) Profit Sharing PlanPrairieland Partners, LLC 40…$36MCohen Weiss and Simon LLP 401(k) Profit Sharing Plan & TrustCohen Weiss and Simon LLP 40…$36M
End-of-year total assets ($M) among Shaddock Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$36M
Net Income-$3M
Employer EIN752511480
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willow Bend Mortgage Company, LLC)

Sponsor-wide plan assets over time

All Willow Bend Mortgage Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$55M 49.86665716580017% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $36.5M $54.7M ▲ +49.8%
Year Plans Participants Total Assets
2022 1 1,689 $36M
2023 1 1,456 $45M
2024 1 1,307 $55M

Nearby 401(k) Plans in Texas

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

Shaddock Companies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Shaddock Companies 401(k) Plan, Total assets ($B): 0.0364879 · Participants: 1689Shaddock Companies 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Shaddock Companies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Shaddock Companies 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Geo. Byers Sons, 401(k) Plan in OH ($36M); by covered participants it is Horizon Therapeutics USA, Inc. 401(k) Plan in IL (1,688 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,689 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 Shaddock Companies 401(k) Plan assets move in 2022? ▼
Shaddock Companies 401(k) Plan pulled back noticeably - down 6.8% during 2022, from $39M to $36M. Reported net income was -$3M.
How have Willow Bend Mortgage Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willow Bend Mortgage Company, LLC's sponsor-wide assets grew 49.9%, from $36M to $55M.
Where does Shaddock Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Shaddock Companies 401(k) 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 Shaddock Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Geo. Byers Sons, 401(k) Plan in OH ($36M, 658 participants).
Which 401(k) plans cover a similar participant headcount to Shaddock Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Horizon Therapeutics USA, Inc. 401(k) Plan in IL (1,688 participants, $214M 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 752511480.

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.