401(k) · DOL Form 5500 · 2023

Willis Johnson & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
26
Participants Small participant base
40th
Percentile by assets National rank
$147,806
Avg per participant Above avg balance/head
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Official DOL plan name: Willis Johnson & Associates, Inc. Safe Harbor 401(k) Plan · Sponsored by Willis Johnson & Associates, Inc. · Texas · Professional & Technical Services

$4M in assets, 26 participants

Willis Johnson & Associates, Inc.'s Willis Johnson & Associates, Inc. Safe Harbor 401(k) Plan reported $4M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,494 in Professional & Technical Services (20,321 peers)

Willis Johnson & Associates, Inc. multi-year trail

Willis Johnson & Associates, Inc.'s plans moved +23.4% in assets from 2022 to 2024; this filing shows Willis Johnson & Associates, Inc. Safe Harbor 401(k) Plan at $4M / 26 participants.

#7,494
in Professional & Technical Services (20,321 peers)
-5.5%
assets change YoY

The plan reported a net loss of $223K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Willis Johnson & Associates, Inc. Safe Harbor 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Willis Johnson & Associates, Inc. Safe Harbor 401(k) Plan vs every filed plan by assets

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

$3,842,961 40th percentile higher than 40% 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 Johnson & Associates, Inc. Safe Harbor 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 Johnson & Associates, Inc. Safe Harbor 401(k) Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Willis Johnson & Associates, Inc. Safe Harbor 401(k) Plan reported net income fell from -$163K in the plan year 2022 filing to -$223K in the plan year 2023 filing.
  • Willis Johnson & Associates, Inc. Safe Harbor 401(k) Plan reported participants rose from 24 in the plan year 2022 filing to 26 in the plan year 2023 filing.
  • Willis Johnson & Associates, Inc. Safe Harbor 401(k) Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 760510103 · Willis Johnson & Associates, Inc. PY 2023 · 401(k)

Willis Johnson & Associates, Inc. Safe Harbor 401(k) Plan · $4M · 26 · 40th

  • EBSA $4M
  • EBSA 26
  • EBSA 40th
  • EBSA 401(k)
  • EBSA near Kazi Foods 401(k) Plan
  • EBSA ind #7494

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 Professional & Technical Services retirement plans → · Plans in Texas →

Willis Johnson & Associates, Inc. Safe Harbor 401(k) Plan in the asset neighbourhood

Willis Johnson & Associates, Inc. Safe Harbor 401(k) PlanWillis Johnson & Associates,…$4MKazi Foods 401(k) Plan$4MNorthwest Florida Community Hospital Retirement PlanNorthwest Florida Community …$4MLaura Ashley Employee Savings 401(k) PlanLaura Ashley Employee Saving…$4MMayo Fertilizer, Inc. 401(k) PlanMayo Fertilizer, Inc. 401(k)…$4M
End-of-year total assets ($M) among Willis Johnson & Associates, Inc. Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Willis Johnson & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Willis Johnson & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 23.421359367532858% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.07M $5.02M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 24 $4M
2023 1 26 $4M
2024 1 28 $5M

Willis Johnson & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$223K
Employer EIN760510103
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Willis Johnson & Associates, Inc. Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Willis Johnson & Associates, Inc. Safe Harbor 401(k) Plan, Total assets ($B): 0.003842961 · Participants: 26Willis Johnson & Associates, Inc. Safe Harbor 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Willis Johnson & Associates, Inc. Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Willis Johnson & Associates, Inc. Safe Harbor 401(k) Plan side-by-side with 3 peers →

Willis Johnson & Associates, Inc. Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Kazi Foods 401(k) Plan in VI ($4M); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Johnson & Associates, Inc. Safe Harbor 401(k) Plan assets move in 2023? ▼
Willis Johnson & Associates, Inc. Safe Harbor 401(k) Plan pulled back noticeably - down 5.5% during 2023, from $4M to $4M. Reported net income was -$223K.
How have Willis Johnson & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willis Johnson & Associates, Inc.'s sponsor-wide assets grew 23.4%, from $4M to $5M.
Which 401(k) plans are similar in size to Willis Johnson & Associates, Inc. Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kazi Foods 401(k) Plan in VI ($4M, 696 participants).
Which 401(k) plans cover a similar participant headcount to Willis Johnson & Associates, Inc. Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants, $13M 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 760510103.

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.