Profit Sharing · DOL Form 5500 · 2023

Willy, Pooch & Petunia Corp. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
32nd
Percentile by assets National rank
$593,125
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Willy, Pooch & Petunia Corp. Retirement Plan · Sponsored by Willy, Pooch & Petunia Corp. · New Jersey · Administrative & Support Services

$2M in assets, 4 participants

Willy, Pooch & Petunia Corp.'s Willy, Pooch & Petunia Corp. Retirement Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,443 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Willy, Pooch & Petunia Corp. Retirement Plan ranks #2,443 of 4,372 2023 filers by assets (1216% of the sector average)-$2M for 4 participants.

#2,443
in Administrative & Support Services (4,372 peers)
+46.8%
assets growth YoY

Willy, Pooch & Petunia Corp. Retirement Plan among the smaller filed plans by assets

Willy, Pooch & Petunia Corp. Retirement Plan vs every filed plan by assets

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

$2,372,500 32nd percentile higher than 32% 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

Willy, Pooch & Petunia Corp. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willy, Pooch & Petunia Corp. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Willy, Pooch & Petunia Corp. Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Willy, Pooch & Petunia Corp. Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Willy, Pooch & Petunia Corp. Retirement Plan reported net income fell from $1M in the plan year 2022 filing to $756K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 854324969 · Willy, Pooch & Petunia Corp. PY 2023 · Profit Sharing

Willy, Pooch & Petunia Corp. Retirement Plan · $2M · 4 · 32nd

  • ASSETS $2M
  • ASSETS 4
  • ASSETS 32nd
  • ASSETS Profit Sharing
  • ASSETS near Pomeroy Recreation & Rehabilitation Center 403(b) Plan
  • ASSETS ind #2443

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 Administrative & Support Services retirement plans → · Plans in New Jersey →

Willy, Pooch & Petunia Corp. Retirement Plan in the asset neighbourhood

Willy, Pooch & Petunia Corp. Retirement PlanWilly, Pooch & Petunia Corp.…$2MPomeroy Recreation & Rehabilitation Center 403(b) PlanPomeroy Recreation & Rehabil…$2MSamuel B. Cobarrubias, Md, PC Profit Sharing PlanSamuel B. Cobarrubias, Md, P…$2MFourslide Industries Incorporated Profit Sharing PlanFourslide Industries Incorpo…$2MHenderson Federal Savings Bank Profit Sharing PlanHenderson Federal Savings Ba…$2M
End-of-year total assets ($M) among Willy, Pooch & Petunia Corp. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$756K
Employer EIN854324969
Plan Effective Date2021-01-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Willy, Pooch & Petunia Corp.)

Sponsor-wide plan assets over time

All Willy, Pooch & Petunia Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$165K 89.79174541974177% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $1.62M $0.17M ▼ -89.5%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 4 $2M
2024 1 4 $165K

Nearby Profit Sharing Plans in New Jersey

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

Willy, Pooch & Petunia Corp. Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Willy, Pooch & Petunia Corp. Retirement Plan, Total assets ($B): 0.0023725 · Participants: 4Willy, Pooch & Petunia Corp. Retirement PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.4875433 · Participants: 1843Ernst & Young Partnership Retirement (Hr-10) PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.438796802 · Participants: 10336Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.401252704 · Participants: 8602Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.637415895 · Participants: 2283IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.529416194 · Participants: 1895Kpmg Partner Retirement Savings Plan
Willy, Pooch & Petunia Corp. Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Willy, Pooch & Petunia Corp. Retirement Plan side-by-side with 3 peers →

Willy, Pooch & Petunia Corp. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Pomeroy Recreation & Rehabilitation Center 403(b) Plan in CA ($2M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Willy, Pooch & Petunia Corp. Retirement Plan assets move in 2023? ▼
Willy, Pooch & Petunia Corp. Retirement Plan surged - up 46.8% during 2023, from $2M to $2M. Reported net income was $756K.
How have Willy, Pooch & Petunia Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willy, Pooch & Petunia Corp.'s sponsor-wide assets declined 89.8%, from $2M to $165K.
Which Profit Sharing plans are similar in size to Willy, Pooch & Petunia Corp. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pomeroy Recreation & Rehabilitation Center 403(b) Plan in CA ($2M, 123 participants).
Which Profit Sharing plans cover a similar participant headcount to Willy, Pooch & Petunia Corp. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 854324969.

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.