401(k) · DOL Form 5500 · 2023

Willis Lease Finance Corporation 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
122
Participants Small participant base
81st
Percentile by assets National rank
$272,119
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Willis 401(k) Plan · Sponsored by Willis Lease Finance Corporation · Florida · Manufacturing

$33M in assets, 122 participants

Willis Lease Finance Corporation's The Willis 401(k) Plan reported $33M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #13,613 in Manufacturing (18,722 peers)

Coverage in Florida

The Willis 401(k) Plan covers 122 participants in Florida, about 19% of the average Florida filer (state average ~628 per filing). Assets: $33M.

#13,613
in Manufacturing (18,722 peers)
+21.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Willis 401(k) Plan's outsized position by total assets

The Willis 401(k) Plan vs every filed plan by assets

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

$33,198,554 Top 19% higher than 81% 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

The Willis 401(k) 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. The Willis 401(k) Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Willis 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Willis 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • The Willis 401(k) Plan reported participants rose from 109 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 680070656 · Willis Lease Finance Corporation PY 2023 · 401(k)

The Willis 401(k) Plan · $33M · 122 · 81st

  • PCT $33M
  • EIN 122
  • RANK 81st
  • PHOTO 401(k)
  • IND near Rosenstein Fist & Ringold 401(k) Profit Sharing Plan
  • EOY ind #13613

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 Manufacturing retirement plans → · Plans in Florida →

The Willis 401(k) Plan in the asset neighbourhood

The Willis 401(k) Plan$33MRosenstein Fist & Ringold 401(k) Profit Sharing PlanRosenstein Fist & Ringold 40…$33MProviders Staffing, Inc. Profit Sharing PlanProviders Staffing, Inc. Pro…$33MCny Family Care, LLP 401(k) PlanCny Family Care, LLP 401(k) …$33MHudson Global, Inc. 401(k) Savings PlanHudson Global, Inc. 401(k) S…$33M
End-of-year total assets ($M) among The Willis 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$33M
Net Income$6M
Employer EIN680070656
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willis Lease Finance Corporation)

Sponsor-wide plan assets over time

All Willis Lease Finance Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$40M 45.995788622245165% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.4M $40M ▲ +46.0%
Year Plans Participants Total Assets
2022 1 109 $27M
2023 1 122 $33M
2024 1 149 $40M

Nearby 401(k) Plans in Florida

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

The Willis 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants The Willis 401(k) Plan, Total assets ($B): 0.033198554 · Participants: 122The Willis 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
The Willis 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The Willis 401(k) Plan side-by-side with 3 peers →

The Willis 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Rosenstein Fist & Ringold 401(k) Profit Sharing Plan in OK ($33M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 The Willis 401(k) Plan assets move in 2023? ▼
The Willis 401(k) Plan grew sharply - up 21.1% during 2023, from $27M to $33M. Reported net income was $6M.
How have Willis Lease Finance Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willis Lease Finance Corporation's sponsor-wide assets grew 46.0%, from $27M to $40M.
Where does The Willis 401(k) Plan rank by assets among Form 5500 filers? ▼
The Willis 401(k) Plan ranks in the 81st 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 The Willis 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rosenstein Fist & Ringold 401(k) Profit Sharing Plan in OK ($33M, 25 participants).
Which 401(k) plans cover a similar participant headcount to The Willis 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants, $12M 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 680070656.

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.