401(k) · DOL Form 5500 · 2023

Willowtree, LLC 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
795
Participants Near avg headcount
88th
Percentile by assets National rank
$77,781
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Willowtree 401(k) Profit Sharing Plan · Sponsored by Willowtree, LLC · Virginia · Professional & Technical Services

$62M in assets, 795 participants

Willowtree, LLC's Willowtree 401(k) Profit Sharing Plan reported $62M in total assets and 795 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,040 in Professional & Technical Services (20,321 peers)

Where Willowtree 401(k) Profit Sharing Plan sits by assets

Willowtree 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $62M for 795 participants (~$77,781/participant), up 47.3% in 2023.

#18,040
in Professional & Technical Services (20,321 peers)
+47.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Willowtree 401(k) Profit Sharing Plan's outsized position by total assets

Willowtree 401(k) Profit Sharing Plan vs every filed plan by assets

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

$61,836,129 Top 12% higher than 88% 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

Willowtree 401(k) Profit Sharing 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. Willowtree 401(k) Profit Sharing Plan sits mid-pack in the medium band (795 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Willowtree 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Willowtree 401(k) Profit Sharing Plan end-of-year assets rose from $42M in the plan year 2022 filing to $62M in the plan year 2023 filing.
  • Willowtree 401(k) Profit Sharing Plan reported participants rose from 606 in the plan year 2022 filing to 795 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 260422372 · Willowtree, LLC PY 2023 · 401(k)

Willowtree 401(k) Profit Sharing Plan · $62M · 795 · 88th

  • BOOK $62M
  • VS-ST 795
  • BOY 88th
  • SCH 401(k)
  • EBSA near The Langdale Company Retirement Savings Plan
  • PART ind #18040

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 Virginia →

Willowtree 401(k) Profit Sharing Plan in the asset neighbourhood

Willowtree 401(k) Profit Sharing PlanWillowtree 401(k) Profit Sha…$62MThe Langdale Company Retirement Savings PlanThe Langdale Company Retirem…$62MMcelroy Metal Mill, Inc. Profit Sharing & 401(k) PlanMcelroy Metal Mill, Inc. Pro…$62MLce Employee Savings Plan$62MHawaii State Federal Credit Union 401(k) PlanHawaii State Federal Credit …$62M
End-of-year total assets ($M) among Willowtree 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$62M
Net Income$20M
Employer EIN260422372
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willowtree, LLC)

Sponsor-wide plan assets over time

All Willowtree, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $42M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 606 $42M
2023 1 795 $62M
2024 1 665 N/A

Nearby 401(k) Plans in Virginia

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

Willowtree 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Willowtree 401(k) Profit Sharing Plan, Total assets ($B): 0.061836129 · Participants: 795Willowtree 401(k) Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Willowtree 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Willowtree 401(k) Profit Sharing Plan side-by-side with 3 peers →

Willowtree 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is The Langdale Company Retirement Savings Plan in GA ($62M); by covered participants it is Trussway 401(k) Plan in TX (795 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (795 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 Willowtree 401(k) Profit Sharing Plan assets move in 2023? ▼
Willowtree 401(k) Profit Sharing Plan surged - up 47.3% during 2023, from $42M to $62M. Reported net income was $20M.
Where does Willowtree 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Willowtree 401(k) Profit Sharing Plan ranks in the 88th 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 Willowtree 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Langdale Company Retirement Savings Plan in GA ($62M, 771 participants).
Which 401(k) plans cover a similar participant headcount to Willowtree 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trussway 401(k) Plan in TX (795 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 260422372.

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.