401(k) · DOL Form 5500 · 2023

Cmswillowbrook, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
151
Participants Small participant base
55th
Percentile by assets National rank
$57,406
Avg per participant Low balance/head
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Official DOL plan name: Cmswillowbrook, Inc. 401(k) Plan · Sponsored by Cmswillowbrook, Inc. · Oklahoma · Construction

$9M in assets, 151 participants

Cmswillowbrook, Inc.'s Cmswillowbrook, Inc. 401(k) Plan reported $9M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #4,852 in Construction (9,030 peers)

Coverage in Oklahoma

Cmswillowbrook, Inc. 401(k) Plan covers 151 participants in Oklahoma, about 20% of the average Oklahoma filer (state average ~760 per filing). Assets: $9M.

#4,852
in Construction (9,030 peers)
+26.0%
assets growth YoY

Cmswillowbrook, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Cmswillowbrook, Inc. 401(k) Plan vs every filed plan by assets

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

$8,668,250 Top 45% higher than 55% 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

Cmswillowbrook, Inc. 401(k) 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. Cmswillowbrook, Inc. 401(k) Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cmswillowbrook, Inc. 401(k) Plan reported net income rose from -$778K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Cmswillowbrook, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Cmswillowbrook, Inc. 401(k) Plan reported participants rose from 133 in the plan year 2022 filing to 151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 264396174 · Cmswillowbrook, Inc. PY 2023 · 401(k)

Cmswillowbrook, Inc. 401(k) Plan · $9M · 151 · 55th

  • VS-ST $9M
  • BOY 151
  • SCH 55th
  • EBSA 401(k)
  • PART near Cardenas Markets LLC 401(k) Plan
  • TYPE ind #4852

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 Oklahoma →

Cmswillowbrook, Inc. 401(k) Plan in the asset neighbourhood

Cmswillowbrook, Inc. 401(k) PlanCmswillowbrook, Inc. 401(k) …$9MCardenas Markets LLC 401(k) PlanCardenas Markets LLC 401(k) …$9MAstar Capital Management, Inc. 401(k) Profit Sharing PlanAstar Capital Management, In…$9MBerkshire Blanket, Inc. 401(k) Profit Sharing PlanBerkshire Blanket, Inc. 401(…$9MAaa Mid States 401(k) Plan$9M
End-of-year total assets ($M) among Cmswillowbrook, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN264396174
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cmswillowbrook, Inc.)

Sponsor-wide plan assets over time

All Cmswillowbrook, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 37.051735916392% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.88M $9.43M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 133 $7M
2023 1 151 $9M
2024 1 152 $9M

Nearby 401(k) Plans in Oklahoma

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

Cmswillowbrook, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Cmswillowbrook, Inc. 401(k) Plan, Total assets ($B): 0.00866825 · Participants: 151Cmswillowbrook, Inc. 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Cmswillowbrook, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Cmswillowbrook, Inc. 401(k) Plan side-by-side with 3 peers →

Cmswillowbrook, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Cardenas Markets LLC 401(k) Plan in CA ($9M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Cmswillowbrook, Inc. 401(k) Plan assets move in 2023? ▼
Cmswillowbrook, Inc. 401(k) Plan grew sharply - up 26.0% during 2023, from $7M to $9M. Reported net income was $2M.
How have Cmswillowbrook, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cmswillowbrook, Inc.'s sponsor-wide assets grew 37.1%, from $7M to $9M.
Which 401(k) plans are similar in size to Cmswillowbrook, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cardenas Markets LLC 401(k) Plan in CA ($9M, 4,869 participants).
Which 401(k) plans cover a similar participant headcount to Cmswillowbrook, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants, $8M 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 264396174.

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.