401(k) · DOL Form 5500 · 2023
R.C. Willey Home Furnishings 401(k) Plan
Data updated 2026-08-25
- $167M
- Total assets Near avg plan size
- 2,165
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $77,166
- Avg per participant Below avg balance/head
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.
- #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.
- #8,132
- in Retail Trade (8,414 peers)
- +17.8%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan's outsized position 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's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan lands in the large band (2,165 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
DOL schedule card
Filing strip 870242145 · R.C. Willey Home Furnishings PY 2023 · 401(k)
R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan · $167M · 2,165 · 94th
- RANK $167M
- PHOTO 2,165
- IND 94th
- EOY 401(k)
- 5500 near The Methodist Hospitals, Inc. 401(k) Savings Plan
- ASSETS ind #8132
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 Retail Trade retirement plans → · Plans in Utah →
R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All R.C. Willey Home Furnishings plans reported in each filing year
- Latest sponsor-wide plan assets
- $187M 31.96077098022644% vs 2022
- 2024 filing year
| 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.
- 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
R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is The Methodist Hospitals, Inc. 401(k) Savings Plan in IN ($167M); by covered participants it is Marathon Cheese Employee's 401(k) Retirement Plan in WI (2,165 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($167M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,165 participants); asset peers above are excluded.
- Marathon Cheese Employee's 401(k) Retirement Plan (WI) 2,165 · 0 off
- Innventures Ivi LP 401(k) Profit Sharing Plan and Trust (WA) 2,165 · 0 off
- Hickory Springs Employees 401(k) Plan (NC) 2,165 · 0 off
- Globus Medical Inc. 401(k) Plan (PA) 2,164 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.