401(k) · DOL Form 5500 · 2023

Willow Technologies LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
61
Participants Small participant base
33rd
Percentile by assets National rank
$40,160
Avg per participant Low balance/head
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Official DOL plan name: Willow Technologies LLC Retirement Plan · Sponsored by Willow Technologies LLC · New York · Professional & Technical Services

$2M in assets, 61 participants

Willow Technologies LLC's Willow Technologies LLC Retirement Plan reported $2M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,958 in Professional & Technical Services (20,321 peers)

Willow Technologies LLC multi-year trail

Willow Technologies LLC's plans moved +174.9% in assets from 2022 to 2024; this filing shows Willow Technologies LLC Retirement Plan at $2M / 61 participants.

#5,958
in Professional & Technical Services (20,321 peers)
+107.6%
assets growth YoY

Willow Technologies LLC Retirement Plan among the smaller filed plans by assets

Willow Technologies LLC Retirement Plan vs every filed plan by assets

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

$2,449,738 33rd percentile higher than 33% 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

Willow Technologies LLC Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willow Technologies LLC Retirement Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Willow Technologies LLC Retirement Plan reported net income rose from $427K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Willow Technologies LLC Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Willow Technologies LLC Retirement Plan reported participants rose from 38 in the plan year 2022 filing to 61 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 831120920 · Willow Technologies LLC PY 2023 · 401(k)

Willow Technologies LLC Retirement Plan · $2M · 61 · 33rd

  • EBSA $2M
  • EBSA 61
  • EBSA 33rd
  • EBSA 401(k)
  • EBSA near Muir Brothers Funeral Home, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #5958

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 Professional & Technical Services retirement plans → · Plans in New York →

Willow Technologies LLC Retirement Plan in the asset neighbourhood

Willow Technologies LLC Retirement PlanWillow Technologies LLC Reti…$2MMuir Brothers Funeral Home, Inc. 401(k) Profit Sharing PlanMuir Brothers Funeral Home, …$2MMichael Y Greenley Md PC 401(k) Profit Sharing PlanMichael Y Greenley Md PC 401…$2MMma Cap Ventures, Inc. 401(k) PlanMma Cap Ventures, Inc. 401(k…$2MThe Mcknight Group Employer Profit Sharing / 401(k) PlanThe Mcknight Group Employer …$2M
End-of-year total assets ($M) among Willow Technologies LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Willow Technologies LLC multi-year asset trail

Sponsor-wide plan assets over time

All Willow Technologies LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 174.93487475784596% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $1.18M $3.24M ▲ +174.6%
Year Plans Participants Total Assets
2022 1 38 $1M
2023 1 61 $2M
2024 1 56 $3M

Willow Technologies LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN831120920
Plan Effective Date2019-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Willow Technologies LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Willow Technologies LLC Retirement Plan, Total assets ($B): 0.002449738 · Participants: 61Willow Technologies LLC Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Willow Technologies LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Willow Technologies LLC Retirement Plan side-by-side with 3 peers →

Willow Technologies LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Muir Brothers Funeral Home, Inc. 401(k) Profit Sharing Plan in MI ($2M); by covered participants it is Trex Commercial Products 401(k) Plan and Trust in MN (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Willow Technologies LLC Retirement Plan assets move in 2023? ▼
Willow Technologies LLC Retirement Plan surged - up 107.6% during 2023, from $1M to $2M. Reported net income was $1M.
How have Willow Technologies LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willow Technologies LLC's sponsor-wide assets grew 174.9%, from $1M to $3M.
Which 401(k) plans are similar in size to Willow Technologies LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Muir Brothers Funeral Home, Inc. 401(k) Profit Sharing Plan in MI ($2M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Willow Technologies LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trex Commercial Products 401(k) Plan and Trust in MN (61 participants, N/A 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 831120920.

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.