401(k) · DOL Form 5500 · 2023

L.R. Willson & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
143
Participants Small participant base
67th
Percentile by assets National rank
$101,874
Avg per participant Below avg balance/head
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Official DOL plan name: L.R. Willson & Sons, Inc. Employee Retirement Plan · Sponsored by L.R. Willson & Sons, Inc. · Maryland · Construction

$15M in assets, 143 participants

L.R. Willson & Sons, Inc.'s L.R. Willson & Sons, Inc. Employee Retirement Plan reported $15M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #5,890 in Construction (9,030 peers)

Coverage in Maryland

L.R. Willson & Sons, Inc. Employee Retirement Plan covers 143 participants in Maryland, about 15% of the average Maryland filer (state average ~929 per filing). Assets: $15M.

#5,890
in Construction (9,030 peers)
+15.4%
assets growth YoY

L.R. Willson & Sons, Inc. Employee Retirement Plan's outsized position by total assets

L.R. Willson & Sons, Inc. Employee Retirement Plan vs every filed plan by assets

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

$14,567,933 Top 33% higher than 67% 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

L.R. Willson & Sons, Inc. Employee Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. L.R. Willson & Sons, Inc. Employee Retirement Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • L.R. Willson & Sons, Inc. Employee Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • L.R. Willson & Sons, Inc. Employee Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • L.R. Willson & Sons, Inc. Employee Retirement Plan reported participants fell from 153 in the plan year 2022 filing to 143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 520955711 · L.R. Willson & Sons, Inc. PY 2023 · 401(k)

L.R. Willson & Sons, Inc. Employee Retirement Plan · $15M · 143 · 67th

  • EBSA $15M
  • PART 143
  • TYPE 67th
  • NET 401(k)
  • BOOK near Smith Bagley, Inc. Dba Cellular One 401(k) Plan
  • VS-ST ind #5890

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 Construction retirement plans → · Plans in Maryland →

L.R. Willson & Sons, Inc. Employee Retirement Plan in the asset neighbourhood

L.R. Willson & Sons, Inc. Employee Retirement PlanL.R. Willson & Sons, Inc. Em…$15MSmith Bagley, Inc. Dba Cellular One 401(k) PlanSmith Bagley, Inc. Dba Cellu…$15MStarry, Inc. 401(k) Retirement PlanStarry, Inc. 401(k) Retireme…$15MAdaptec Solutions 401(k) Plan$15MPhiladelphia Management Co. 401(k) PlanPhiladelphia Management Co. …$15M
End-of-year total assets ($M) among L.R. Willson & Sons, Inc. Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN520955711
Plan Effective Date1977-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (L.R. Willson & Sons, Inc.)

Sponsor-wide plan assets over time

All L.R. Willson & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 24.395941448935744% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $12.6M $15.7M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 153 $13M
2023 1 143 $15M
2024 1 162 $16M

Nearby 401(k) Plans in Maryland

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

L.R. Willson & Sons, Inc. Employee Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants L.R. Willson & Sons, Inc. Employee Retirement Plan, Total assets ($B): 0.014567933 · Participants: 143L.R. Willson & Sons, Inc. Employee Retirement PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
L.R. Willson & Sons, Inc. Employee Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare L.R. Willson & Sons, Inc. Employee Retirement Plan side-by-side with 3 peers →

L.R. Willson & Sons, Inc. Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Smith Bagley, Inc. Dba Cellular One 401(k) Plan in AZ ($15M); by covered participants it is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (143 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 L.R. Willson & Sons, Inc. Employee Retirement Plan assets move in 2023? ▼
L.R. Willson & Sons, Inc. Employee Retirement Plan grew sharply - up 15.4% during 2023, from $13M to $15M. Reported net income was $2M.
How have L.R. Willson & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L.R. Willson & Sons, Inc.'s sponsor-wide assets grew 24.4%, from $13M to $16M.
Which 401(k) plans are similar in size to L.R. Willson & Sons, Inc. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smith Bagley, Inc. Dba Cellular One 401(k) Plan in AZ ($15M, 167 participants).
Which 401(k) plans cover a similar participant headcount to L.R. Willson & Sons, Inc. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants, $27M 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 520955711.

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.