401(k) · DOL Form 5500 · 2022

Willis Construction Company, Inc. 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
124
Participants Small participant base
90th
Percentile by assets National rank
$494,535
Avg per participant High balance/head
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Official DOL plan name: Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan · Sponsored by Willis Construction Company, Inc. · California · Construction

$61M in assets, 124 participants

Willis Construction Company, Inc.'s Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan reported $61M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #8,728 in Construction (9,927 peers)

Coverage in California

Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan covers 124 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $61M.

#8,728
in Construction (9,927 peers)
-6.0%
assets change YoY
0.6×
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.

Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan's outsized position by total assets

Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan vs every filed plan by assets

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

$61,322,307 Top 10% higher than 90% 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

Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings 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. Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan sits mid-pack in the medium band (124 participants).

DOL schedule card

Filing strip 942554397 · Willis Construction Company, Inc. PY 2022 · 401(k)

Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan · $61M · 124 · 90th

  • 5500 $61M
  • 5500 124
  • 5500 90th
  • 5500 401(k)
  • 5500 near Kamin LLC Employee Savings Plan
  • 5500 ind #8728

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 Construction retirement plans → · Plans in California →

Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan in the asset neighbourhood

Mclane Middleton 401(k) Plan$61MWorld Acceptance Corporation Retirement Savings PlanWorld Acceptance Corporation…$61MWillis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings PlanWillis Construction Company,…$61MKamin LLC Employee Savings PlanKamin LLC Employee Savings P…$61MApptio Retirement Plan$61M
End-of-year total assets ($M) among Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$52M
Net Income-$3M
Employer EIN942554397
Plan Effective Date1979-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willis Construction Company, Inc.)

Sponsor-wide plan assets over time

All Willis Construction Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$60M 2.01464044723562% vs 2022
2024 filing year
$59.5M$60M$60.5M$61M$61.5M 202220232024 $61.3M $60.1M ▼ -2.0%
Year Plans Participants Total Assets
2022 1 124 $61M
2023 1 117 $60M
2024 1 81 $60M

Nearby 401(k) Plans in California

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

Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan, Total assets ($B): 0.061322307 · Participants: 124Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan side-by-side with 3 peers →

Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kamin LLC Employee Savings Plan in GA ($61M); by covered participants it is Vitex Extrusion, LLC 401(k) Plan in NH (124 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan assets move in 2022? ▼
Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan pulled back noticeably - down 6.0% during 2022, from $65M to $61M. Reported net income was -$3M.
How have Willis Construction Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willis Construction Company, Inc.'s sponsor-wide assets declined 2.0%, from $61M to $60M.
Where does Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan rank by assets among Form 5500 filers? ▼
Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kamin LLC Employee Savings Plan in GA ($61M, 335 participants).
Which 401(k) plans cover a similar participant headcount to Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vitex Extrusion, LLC 401(k) Plan in NH (124 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 942554397.

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.