401(k) · DOL Form 5500 · 2023

Willow Creek Wealth Management, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
19
Participants Small participant base
54th
Percentile by assets National rank
$421,067
Avg per participant High balance/head
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Official DOL plan name: Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan · Sponsored by Willow Creek Wealth Management, Inc. · California · Finance & Insurance

$8M in assets, 19 participants

Willow Creek Wealth Management, Inc.'s Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan reported $8M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,446 in Finance & Insurance (8,869 peers)

Willow Creek Wealth Management, Inc. multi-year trail

Willow Creek Wealth Management, Inc.'s plans moved +39.2% in assets from 2022 to 2024; this filing shows Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan at $8M / 19 participants.

#3,446
in Finance & Insurance (8,869 peers)
+26.8%
assets growth YoY

Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,000,277 Top 46% higher than 54% 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

Willow Creek Wealth Management, Inc. 401(k) Profit Sharing 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. Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan reported participants rose from 18 in the plan year 2022 filing to 19 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 680431551 · Willow Creek Wealth Management, Inc. PY 2023 · 401(k)

Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan · $8M · 19 · 54th

  • BOY $8M
  • BOY 19
  • BOY 54th
  • BOY 401(k)
  • BOY near John Deery Motors Inc. 401(k) Profit Sharing Plan
  • BOY ind #3446

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 California →

Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Willow Creek Wealth Management, Inc. 401(k) Profit Sharing PlanWillow Creek Wealth Manageme…$8MJohn Deery Motors Inc. 401(k) Profit Sharing PlanJohn Deery Motors Inc. 401(k…$8MSeattle Tennis Club 401(k) PlanSeattle Tennis Club 401(k) P…$8MVendr Inc. 401(k) Profit Sharing PlanVendr Inc. 401(k) Profit Sha…$8MA & K Earth Movers, Inc. Retirement PlanA & K Earth Movers, Inc. Ret…$8M
End-of-year total assets ($M) among Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Willow Creek Wealth Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Willow Creek Wealth Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 39.23015009554532% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.31M $8.78M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 18 $6M
2023 1 19 $8M
2024 1 20 $9M

Willow Creek Wealth Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN680431551
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.008000277 · Participants: 19Willow Creek Wealth Management, Inc. 401(k) Profit Sharing 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
Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is John Deery Motors Inc. 401(k) Profit Sharing Plan in IA ($8M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan grew sharply - up 26.8% during 2023, from $6M to $8M. Reported net income was $2M.
How have Willow Creek Wealth Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willow Creek Wealth Management, Inc.'s sponsor-wide assets grew 39.2%, from $6M to $9M.
Which 401(k) plans are similar in size to Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is John Deery Motors Inc. 401(k) Profit Sharing Plan in IA ($8M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants, $3M 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 680431551.

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.