401(k) · DOL Form 5500 · 2023

Willow Health Care, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
471
Participants Below avg headcount
38th
Percentile by assets National rank
$7,221
Avg per participant Low balance/head
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Official DOL plan name: Willow Health Care, Inc 401(k) Plan · Sponsored by Willow Health Care, Inc. · Missouri · Healthcare & Social Assistance

$3M in assets, 471 participants

Willow Health Care, Inc.'s Willow Health Care, Inc 401(k) Plan reported $3M in total assets and 471 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,959 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Willow Health Care, Inc 401(k) Plan pulled back noticeably 11.1% in 2023 ($4M → $3M) for 471 participants.

#6,959
in Healthcare & Social Assistance (17,684 peers)
-11.1%
assets change YoY

The plan reported a net loss of $425K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Willow Health Care, Inc 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Willow Health Care, Inc 401(k) Plan vs every filed plan by assets

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

$3,401,208 38th percentile higher than 38% 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 Health Care, Inc 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. Willow Health Care, Inc 401(k) Plan sits mid-pack in the medium band (471 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Willow Health Care, Inc 401(k) Plan reported net income rose from -$785K in the plan year 2022 filing to -$425K in the plan year 2023 filing.
  • Willow Health Care, Inc 401(k) Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Willow Health Care, Inc 401(k) Plan reported participants fell from 489 in the plan year 2022 filing to 471 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 431124995 · Willow Health Care, Inc. PY 2023 · 401(k)

Willow Health Care, Inc 401(k) Plan · $3M · 471 · 38th

  • EIN $3M
  • EIN 471
  • EIN 38th
  • EIN 401(k)
  • EIN near Marine Interior Systems 401(k) Plan
  • EIN ind #6959

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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →

Willow Health Care, Inc 401(k) Plan in the asset neighbourhood

Willow Health Care, Inc 401(k) PlanWillow Health Care, Inc 401(…$3MMarine Interior Systems 401(k) PlanMarine Interior Systems 401(…$3MHebrew Homes Health Network 401(k) PlanHebrew Homes Health Network …$3MC3 Nano, Inc. Retirement TrustC3 Nano, Inc. Retirement Tru…$3MInda, Association of the Nonwoven Fabrics Industry 401(k) PlanInda, Association of the Non…$3M
End-of-year total assets ($M) among Willow Health Care, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Willow Health Care, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Willow Health Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 6.746912576888321% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.83M $3.57M ▼ -6.8%
Year Plans Participants Total Assets
2022 1 489 $4M
2023 1 471 $3M
2024 1 517 $4M

2023 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$425K
Employer EIN431124995
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Willow Health Care, Inc 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Willow Health Care, Inc 401(k) Plan, Total assets ($B): 0.003401208 · Participants: 471Willow Health Care, Inc 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Willow Health Care, Inc 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Willow Health Care, Inc 401(k) Plan side-by-side with 3 peers →

Willow Health Care, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Marine Interior Systems 401(k) Plan in LA ($3M); by covered participants it is Merlino Companies Profit Sharing 401(k) Plan in WA (471 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (471 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 Health Care, Inc 401(k) Plan assets move in 2023? ▼
Willow Health Care, Inc 401(k) Plan pulled back noticeably - down 11.1% during 2023, from $4M to $3M. Reported net income was -$425K.
How have Willow Health Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willow Health Care, Inc.'s sponsor-wide assets declined 6.7%, from $4M to $4M.
Which 401(k) plans are similar in size to Willow Health Care, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marine Interior Systems 401(k) Plan in LA ($3M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Willow Health Care, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Merlino Companies Profit Sharing 401(k) Plan in WA (471 participants, $40M 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 431124995.

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.