Profit Sharing · DOL Form 5500 · 2023

Willis Machinery & Tools Co. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
33rd
Percentile by assets National rank
$410,556
Avg per participant High balance/head
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Official DOL plan name: Willis Machinery & Tools Co. Profit Sharing Plan and Trust · Sponsored by Willis Machinery & Tools Co. · Ohio · Manufacturing

$2M in assets, 6 participants

Willis Machinery & Tools Co.'s Willis Machinery & Tools Co. Profit Sharing Plan and Trust reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #3,171 in Manufacturing (18,722 peers)

Willis Machinery & Tools Co. multi-year trail

Willis Machinery & Tools Co.'s plans moved +28.2% in assets from 2022 to 2024; this filing shows Willis Machinery & Tools Co. Profit Sharing Plan and Trust at $2M / 6 participants.

#3,171
in Manufacturing (18,722 peers)
+10.2%
assets growth YoY

Willis Machinery & Tools Co. Profit Sharing Plan and Trust among the smaller filed plans by assets

Willis Machinery & Tools Co. Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,463,333 33rd percentile higher than 33% of 127,068 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 2023

Willis Machinery & Tools Co. Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willis Machinery & Tools Co. Profit Sharing Plan and Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Willis Machinery & Tools Co. Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $228K in the plan year 2023 filing.
  • Willis Machinery & Tools Co. Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 340908107 · Willis Machinery & Tools Co. PY 2023 · Profit Sharing

Willis Machinery & Tools Co. Profit Sharing Plan and Trust · $2M · 6 · 33rd

  • EOY $2M
  • 5500 6
  • ASSETS 33rd
  • PCT Profit Sharing
  • EIN near Scott Young, P.a. Profit Sharing Plan
  • RANK ind #3171

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 →

Willis Machinery & Tools Co. Profit Sharing Plan and Trust in the asset neighbourhood

Burris Hennessy & Co Profit Sharing Plan & Trust AgreementBurris Hennessy & Co Profit …$2MWillis Machinery & Tools Co. Profit Sharing Plan and TrustWillis Machinery & Tools Co.…$2MScott Young, P.a. Profit Sharing PlanScott Young, P.a. Profit Sha…$2MTynes & Company Inc. Profit Sharing PlanTynes & Company Inc. Profit …$2MKorenic & Wojdowski LLP Profit Sharing PlanKorenic & Wojdowski LLP Prof…$2M
End-of-year total assets ($M) among Willis Machinery & Tools Co. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Willis Machinery & Tools Co. multi-year asset trail

Sponsor-wide plan assets over time

All Willis Machinery & Tools Co. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.220678340748346% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.24M $2.87M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $2M
2024 1 8 $3M

Willis Machinery & Tools Co. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$228K
Employer EIN340908107
Plan Effective Date1968-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Willis Machinery & Tools Co. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Willis Machinery & Tools Co. Profit Sharing Plan and Trust, Total assets ($B): 0.002463333 · Participants: 6Willis Machinery & Tools Co. Profit Sharing Plan and TrustCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Willis Machinery & Tools Co. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Willis Machinery & Tools Co. Profit Sharing Plan and Trust side-by-side with 3 peers →

Willis Machinery & Tools Co. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Scott Young, P.a. Profit Sharing Plan in FL ($2M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Willis Machinery & Tools Co. Profit Sharing Plan and Trust assets move in 2023? ▼
Willis Machinery & Tools Co. Profit Sharing Plan and Trust grew at a solid clip - up 10.2% during 2023, from $2M to $2M. Reported net income was $228K.
How have Willis Machinery & Tools Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willis Machinery & Tools Co.'s sponsor-wide assets grew 28.2%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Willis Machinery & Tools Co. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Scott Young, P.a. Profit Sharing Plan in FL ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Willis Machinery & Tools Co. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 340908107.

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.