401(k) · DOL Form 5500 · 2023

Willis Allen Real Estate 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
16
Participants Small participant base
30th
Percentile by assets National rank
$120,011
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Willis Allen Real Estate Corporation 401(k) Plan · Sponsored by Willis Allen Real Estate · California · Real Estate

$2M in assets, 16 participants

Willis Allen Real Estate's Willis Allen Real Estate Corporation 401(k) Plan reported $2M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,327 in Real Estate (4,727 peers)

Willis Allen Real Estate multi-year trail

Willis Allen Real Estate's plans moved +30.6% in assets from 2022 to 2024; this filing shows Willis Allen Real Estate Corporation 401(k) Plan at $2M / 16 participants.

#2,327
in Real Estate (4,727 peers)
+27.4%
assets growth YoY

Willis Allen Real Estate Corporation 401(k) Plan among the smaller filed plans by assets

Willis Allen Real Estate Corporation 401(k) Plan vs every filed plan by assets

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

$1,920,171 30th percentile higher than 30% 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 Allen Real Estate Corporation 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willis Allen Real Estate Corporation 401(k) Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Willis Allen Real Estate Corporation 401(k) Plan reported net income rose from -$214K in the plan year 2022 filing to $413K in the plan year 2023 filing.
  • Willis Allen Real Estate Corporation 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Willis Allen Real Estate Corporation 401(k) Plan reported participants rose from 15 in the plan year 2022 filing to 16 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330676771 · Willis Allen Real Estate PY 2023 · 401(k)

Willis Allen Real Estate Corporation 401(k) Plan · $2M · 16 · 30th

  • BOOK $2M
  • BOOK 16
  • BOOK 30th
  • BOOK 401(k)
  • BOOK near Er&b Inc. 401(k) Plan
  • BOOK ind #2327

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 Real Estate retirement plans → · Plans in California →

Willis Allen Real Estate Corporation 401(k) Plan in the asset neighbourhood

Willis Allen Real Estate Corporation 401(k) PlanWillis Allen Real Estate Cor…$2MEr&b Inc. 401(k) Plan$2MBalto Software 401(k) Plan$2MWilliam a Truban Jr PC 401(k) Profit Sharing PlanWilliam a Truban Jr PC 401(k…$2MZiegler Gardner Bell, PLLC 401(k) PlanZiegler Gardner Bell, PLLC 4…$2M
End-of-year total assets ($M) among Willis Allen Real Estate Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Willis Allen Real Estate multi-year asset trail

Sponsor-wide plan assets over time

All Willis Allen Real Estate plans reported in each filing year

Latest sponsor-wide plan assets
$2M 30.637792058244496% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.51M $1.97M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 15 $2M
2023 1 16 $2M
2024 1 15 $2M

Willis Allen Real Estate filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$413K
Employer EIN330676771
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Willis Allen Real Estate Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Willis Allen Real Estate Corporation 401(k) Plan, Total assets ($B): 0.001920171 · Participants: 16Willis Allen Real Estate Corporation 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Willis Allen Real Estate Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Willis Allen Real Estate Corporation 401(k) Plan side-by-side with 3 peers →

Willis Allen Real Estate Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Er&b Inc. 401(k) Plan in SC ($2M); by covered participants it is Quality Parts Express, Inc. 401(k) Plan in TN (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Allen Real Estate Corporation 401(k) Plan assets move in 2023? ▼
Willis Allen Real Estate Corporation 401(k) Plan grew sharply - up 27.4% during 2023, from $2M to $2M. Reported net income was $413K.
How have Willis Allen Real Estate plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willis Allen Real Estate's sponsor-wide assets grew 30.6%, from $2M to $2M.
Which 401(k) plans are similar in size to Willis Allen Real Estate Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Er&b Inc. 401(k) Plan in SC ($2M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Willis Allen Real Estate Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quality Parts Express, Inc. 401(k) Plan in TN (16 participants, $1M 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 330676771.

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.