401(k) · DOL Form 5500 · 2023

Willcox & Savage, P.C. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
14
Participants Small participant base
41st
Percentile by assets National rank
$301,622
Avg per participant High balance/head
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Official DOL plan name: Willcox & Savage, P.C. Associates 401(k) Plan · Sponsored by Willcox & Savage, P.C. · Virginia · Professional & Technical Services

$4M in assets, 14 participants

Willcox & Savage, P.C.'s Willcox & Savage, P.C. Associates 401(k) Plan reported $4M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,871 in Professional & Technical Services (20,321 peers)

Willcox & Savage, P.C. multi-year trail

Willcox & Savage, P.C.'s plans moved +21.2% in assets from 2022 to 2024; this filing shows Willcox & Savage, P.C. Associates 401(k) Plan at $4M / 14 participants.

#7,871
in Professional & Technical Services (20,321 peers)
+18.2%
assets growth YoY

Willcox & Savage, P.C. Associates 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Willcox & Savage, P.C. Associates 401(k) Plan vs every filed plan by assets

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

$4,222,707 41st percentile higher than 41% 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

Willcox & Savage, P.C. Associates 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. Willcox & Savage, P.C. Associates 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Willcox & Savage, P.C. Associates 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $651K in the plan year 2023 filing.
  • Willcox & Savage, P.C. Associates 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Willcox & Savage, P.C. Associates 401(k) Plan reported participants fell from 17 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 540976999 · Willcox & Savage, P.C. PY 2023 · 401(k)

Willcox & Savage, P.C. Associates 401(k) Plan · $4M · 14 · 41st

  • PHOTO $4M
  • IND 14
  • EOY 41st
  • 5500 401(k)
  • ASSETS near Bww, Inc. 401(k) Plan
  • PCT ind #7871

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 Virginia →

Willcox & Savage, P.C. Associates 401(k) Plan in the asset neighbourhood

Willcox & Savage, P.C. Associates 401(k) PlanWillcox & Savage, P.C. Assoc…$4MBww, Inc. 401(k) Plan$4MAltigen Communications, Inc. 401(k) PlanAltigen Communications, Inc.…$4MPremium Velocity Auto, LLC Retirement PlanPremium Velocity Auto, LLC R…$4MBear Mountain 401(k) Plan$4M
End-of-year total assets ($M) among Willcox & Savage, P.C. Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Willcox & Savage, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Willcox & Savage, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$84M 21.164244910682427% vs 2022
2024 filing year
$65M$70M$75M$80M$85M$90M 202220232024 $69.4M $84.1M ▲ +21.2%
Year Plans Participants Total Assets
2022 2 97 $69M
2023 2 106 $81M
2024 2 119 $84M

Willcox & Savage, P.C. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$651K
Employer EIN540976999
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Willcox & Savage, P.C. Associates 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Willcox & Savage, P.C. Associates 401(k) Plan, Total assets ($B): 0.004222707 · Participants: 14Willcox & Savage, P.C. Associates 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Willcox & Savage, P.C. Associates 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Willcox & Savage, P.C. Associates 401(k) Plan side-by-side with 3 peers →

Willcox & Savage, P.C. Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Bww, Inc. 401(k) Plan in AL ($4M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 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 (14 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 Willcox & Savage, P.C. Associates 401(k) Plan assets move in 2023? ▼
Willcox & Savage, P.C. Associates 401(k) Plan grew sharply - up 18.2% during 2023, from $4M to $4M. Reported net income was $651K.
How have Willcox & Savage, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willcox & Savage, P.C.'s sponsor-wide assets grew 21.2%, from $69M to $84M.
Which 401(k) plans are similar in size to Willcox & Savage, P.C. Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bww, Inc. 401(k) Plan in AL ($4M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Willcox & Savage, P.C. Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 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 540976999.

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.