Profit Sharing · DOL Form 5500 · 2023
Willow Brook Christian Services Profit Sharing Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 462
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $23,478
- Avg per participant Low balance/head
Official DOL plan name: Willow Brook 403(b) Retirement Plan · Sponsored by Willow Brook Christian Services · Ohio · Healthcare & Social Assistance
$11M in assets, 462 participants
Willow Brook Christian Services's Willow Brook 403(b) Retirement Plan reported $11M in total assets and 462 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #11,650 in Healthcare & Social Assistance (17,684 peers)
Willow Brook Christian Services multi-year trail
Willow Brook Christian Services's plans moved +36.0% in assets from 2022 to 2024; this filing shows Willow Brook 403(b) Retirement Plan at $11M / 462 participants.
- #11,650
- in Healthcare & Social Assistance (17,684 peers)
- +23.8%
- assets growth YoY
Willow Brook 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Willow Brook 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,846,645 Top 40% higher than 60% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Willow Brook 403(b) 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. Willow Brook 403(b) Retirement Plan sits mid-pack in the medium band (462 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Willow Brook 403(b) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Willow Brook 403(b) Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Willow Brook 403(b) Retirement Plan reported participants rose from 408 in the plan year 2022 filing to 462 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 200996799 · Willow Brook Christian Services PY 2023 · Profit Sharing
Willow Brook 403(b) Retirement Plan · $11M · 462 · 60th
- EBSA $11M
- EBSA 462
- EBSA 60th
- EBSA Profit Sharing
- EBSA near Kruger Bensen Ziemer Architects, Apc Profit Sharing Plan
- EBSA ind #11650
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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →
Willow Brook 403(b) Retirement Plan in the asset neighbourhood
Willow Brook Christian Services multi-year asset trail
Sponsor-wide plan assets over time
All Willow Brook Christian Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 35.95168397627891% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 408 | $9M |
| 2023 | 1 | 462 | $11M |
| 2024 | 1 | 529 | $12M |
Willow Brook Christian Services filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 200996799 |
| Plan Effective Date | 1999-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
Willow Brook 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Kruger Bensen Ziemer Architects, Apc Profit Sharing Plan in CA ($11M); by covered participants it is University Clinical Health Employer Contribution Plan in TN (464 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (462 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.