401(k) · DOL Form 5500 · 2023

R.C. Willey Home Furnishings 401(k) Plan

Data updated 2026-08-11

$167M
Total assets: 2,165
Participants: 94th
Percentile by assets: $77,166
Avg per participant

Official DOL plan name: R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan · Sponsored by R.C. Willey Home Furnishings · Utah · Retail Trade

$167M in assets, 2,165 participants

R.C. Willey Home Furnishings's R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan reported $167M in total assets and 2,165 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

94th percentile by assets (of 127,072 plans)
#8,132 in Retail Trade (8,414 peers)

Coverage in Utah

R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan covers 2,165 participants in Utah, 3.7x the typical Utah plan (state average ~592 per filing). Assets: $167M.

$167M
total plan assets (2023 EOY): 2,165
covered participants: 94th
percentile by assets (of 127,072 plans): $77,166
avg assets per participant

Where R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan sits by total assets

R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan vs every filed plan by assets

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

$167,064,056 Top 6% higher than 94% 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

R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan reported net income rose from -$31M in the plan year 2022 filing to $25M in the plan year 2023 filing.
R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan end-of-year assets rose from $142M in the plan year 2022 filing to $167M in the plan year 2023 filing.
R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan reported participants rose from 2,106 in the plan year 2022 filing to 2,165 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Utah

Industry

Retail Trade

Participants vs Utah filers

In Utah, the average filing covers about 592 participants across 1,280 plans. R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan reports 2,165 participants - 3.7x that state average ($167M EOY assets).

Utah filing particulars

Total Assets (Beginning of Year)	$142M
Net Assets (End of Year)	$167M
Net Income	$25M
Employer EIN	870242145
Plan Effective Date	1961-07-02
Filing Status	FILING RECEIVED

Sponsor Plan History (R.C. Willey Home Furnishings)

Total plan assets by year, all R.C. Willey Home Furnishings plans on file

Year	Plans	Participants	Total Assets
2022	1	2,106	$142M
2023	1	2,165	$167M
2024	1	2,059	$187M

Nearby 401(k) Plans in Utah

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

R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan vs. nearby 401(k) plans in Utah, assets vs. participants

Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
Deseret 401(k) Plan $5.5B · 24,292
Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537

Compare R.C. Willey Home Furnishings Combined Re… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan by total assets, not by location.

The Methodist Hospitals, Inc. 401(k) Savings Plan (IN) $167M · 2,470
Agc Automotive Americas Co. 401(k) Retirement Plan. (GA) $167M · 1,532
Stout Risius Ross, LLC 401(k) Profit Sharing Plan (MI) $167M · 813
Atria Senior Living, Inc. 401(k) Plan (KY) $167M · 10,140

Frequently Asked Questions

How did R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan assets move in 2023? ▼

R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan grew sharply - up 17.8% during 2023, from $142M to $167M. Reported net income was $25M.

How have R.C. Willey Home Furnishings plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), R.C. Willey Home Furnishings's sponsor-wide assets grew 32.0%, from $142M to $187M.

Where does R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan rank by assets among Form 5500 filers? ▼

R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Methodist Hospitals, Inc. 401(k) Savings Plan in IN ($167M, 2,470 participants).

Next read for R.C. Willey Home Furnishings Combined Re…

Filing takeaways

Ways to act on R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan's numbers.

By total assets, R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Utah. Compare plans
R.C. Willey Home Furnishings's sponsor-wide assets have grown 32.0% since 2022 across 3 plan years on file. More Retail Trade plans

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 870242145.