401(k) · DOL Form 5500 · 2023

Willowbridge Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
30
Participants Small participant base
86th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Willowbridge Associates, Inc. 401(k) Plan · Sponsored by Willowbridge Associates, Inc. · New Jersey · Finance & Insurance

$55M in assets, 30 participants

Willowbridge Associates, Inc.'s Willowbridge Associates, Inc. 401(k) Plan reported $55M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,028 in Finance & Insurance (8,869 peers)

Where Willowbridge Associates, Inc. 401(k) Plan sits by assets

Willowbridge Associates, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $55M for 30 participants (~$1.8M/participant), up 10.3% in 2023.

#7,028
in Finance & Insurance (8,869 peers)
+10.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Willowbridge Associates, Inc. 401(k) Plan's outsized position by total assets

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

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

$54,692,582 Top 14% higher than 86% 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

Willowbridge Associates, Inc. 401(k) 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. Willowbridge Associates, Inc. 401(k) Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Willowbridge Associates, Inc. 401(k) Plan reported participants fell from 37 in the plan year 2022 filing to 30 in the plan year 2023 filing.
  • Willowbridge Associates, Inc. 401(k) Plan reported net income fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Willowbridge Associates, Inc. 401(k) Plan end-of-year assets rose from $50M in the plan year 2022 filing to $55M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 222886223 · Willowbridge Associates, Inc. PY 2023 · 401(k)

Willowbridge Associates, Inc. 401(k) Plan · $55M · 30 · 86th

  • EIN $55M
  • EIN 30
  • EIN 86th
  • EIN 401(k)
  • EIN near Kb&r 401(k) Profit Sharing Plan and Trust
  • EIN ind #7028

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 Finance & Insurance retirement plans → · Plans in New Jersey →

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

Willowbridge Associates, Inc. 401(k) PlanWillowbridge Associates, Inc…$55MKb&r 401(k) Profit Sharing Plan and TrustKb&r 401(k) Profit Sharing P…$55MSilver Eagle Distributors Houston 401(k) PlanSilver Eagle Distributors Ho…$55MClark Group Field Retirement PlanClark Group Field Retirement…$55MRisk Strategies Pooled Employer Plan for Private Equity Portfolio Co'sRisk Strategies Pooled Emplo…$55M
End-of-year total assets ($M) among Willowbridge Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$55M
Net Income$5M
Employer EIN222886223
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willowbridge Associates, Inc.)

Sponsor-wide plan assets over time

All Willowbridge Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 19.65308513729647% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $49.6M $59.3M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 37 $50M
2023 1 30 $55M
2024 1 30 $59M

Nearby 401(k) Plans in New Jersey

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

Willowbridge Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Willowbridge Associates, Inc. 401(k) Plan, Total assets ($B): 0.054692582 · Participants: 30Willowbridge Associates, Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Willowbridge Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Willowbridge Associates, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Kb&r 401(k) Profit Sharing Plan and Trust in NY ($55M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Willowbridge Associates, Inc. 401(k) Plan assets move in 2023? ▼
Willowbridge Associates, Inc. 401(k) Plan grew at a solid clip - up 10.3% during 2023, from $50M to $55M. Reported net income was $5M.
How have Willowbridge Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willowbridge Associates, Inc.'s sponsor-wide assets grew 19.7%, from $50M to $59M.
Where does Willowbridge Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Willowbridge Associates, Inc. 401(k) Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Willowbridge Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kb&r 401(k) Profit Sharing Plan and Trust in NY ($55M, 120 participants).
Which 401(k) plans cover a similar participant headcount to Willowbridge Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants, $4M 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 222886223.

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.