401(k) · DOL Form 5500 · 2023

Willis Cadillac, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size: 467
Participants Below avg headcount: 84th
Percentile by assets National rank: $89,642
Avg per participant Below avg balance/head

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Official DOL plan name: Willis Cadillac, Inc. Retirement Plan · Sponsored by Willis Cadillac, Inc. · Iowa · Retail Trade

$42M in assets, 467 participants

Willis Cadillac, Inc.'s Willis Cadillac, Inc. Retirement Plan reported $42M in total assets and 467 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

#7,631 in Retail Trade (8,414 peers)

Where Willis Cadillac, Inc. Retirement Plan sits by assets

Willis Cadillac, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $42M for 467 participants (~$89,642/participant), up 21.7% in 2023.

#7,631
in Retail Trade (8,414 peers): +21.7%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

Willis Cadillac, Inc. Retirement Plan's outsized position by total assets

Willis Cadillac, Inc. Retirement Plan vs every filed plan by assets

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

$41,862,654 Top 16% higher than 84% 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

Willis Cadillac, Inc. Retirement 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. Willis Cadillac, Inc. Retirement Plan sits mid-pack in the medium band (467 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Published 5500 schedule card

Filing strip 420800348 · Willis Cadillac, Inc. PY 2023 · 401(k)

Willis Cadillac, Inc. Retirement Plan · $42M · 467 · 84th

IND $42M
IND 467
IND 84th
IND 401(k)
IND near Gardens Alive 401(k) Salary Savings Plan
IND ind #7631

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 Iowa →

End-of-year total assets ($M) among Willis Cadillac, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$34M
Net Assets (End of Year)	$42M
Net Income	$7M
Employer EIN	420800348
Plan Effective Date	1967-09-25
Filing Status	FILING RECEIVED

Sponsor Plan History (Willis Cadillac, Inc.)

Latest sponsor-wide plan assets: $45M 7.802630000477275% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	467	$42M
2024	1	469	$45M

Nearby 401(k) Plans in Iowa

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

Willis Cadillac, Inc. Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

The Principal Select Savings Plan $4.1B · 12,827
Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
The Rsm US LLP Retirement Plan $2.9B · 14,720
Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999

Compare Willis Cadillac, Inc. Retirement Plan side-by-side with 3 peers →

Willis Cadillac, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Gardens Alive 401(k) Salary Savings Plan in IN ($42M); by covered participants it is United Fashions of Texas 401(k) Plan in TX (467 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Gardens Alive 401(k) Salary Savings Plan (IN) $42M · 790
Crounse Corporation 401(k) Plan (KY) $42M · 285
Cash-Wa Distributing Company 401(k) Profit Sharing Plan (NE) $42M · 837
Casner & Edwards, LLP 401(k) Profit Sharing Plan (MA) $42M · 80

Similar participant headcount

Nearest other-state filings by covered participants (467 participants); asset peers above are excluded.

United Fashions of Texas 401(k) Plan (TX) 467 · 0 off
Flexe, Inc. 401(k) Plan (WA) 467 · 0 off
Mb Precision Company 401(k) Plan (CT) 467 · 0 off
Cnx Resources Corporation Investment Plan for Salaried Employees (PA) 467 · 0 off

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 Willis Cadillac, Inc. Retirement Plan assets move in 2023? ▼

Willis Cadillac, Inc. Retirement Plan grew sharply - up 21.7% during 2023, from $34M to $42M. Reported net income was $7M.

How have Willis Cadillac, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Willis Cadillac, Inc.'s sponsor-wide assets grew 7.8%, from $42M to $45M.

Where does Willis Cadillac, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼

Willis Cadillac, Inc. Retirement Plan ranks in the 84th 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 Willis Cadillac, Inc. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Gardens Alive 401(k) Salary Savings Plan in IN ($42M, 790 participants).

Which 401(k) plans cover a similar participant headcount to Willis Cadillac, Inc. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is United Fashions of Texas 401(k) Plan in TX (467 participants, $9M 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 420800348.