401(k) · DOL Form 5500 · 2023
The Wills Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 464
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $90,515
- Avg per participant Below avg balance/head
Official DOL plan name: H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan · Sponsored by The Wills Group, Inc. · Maryland · Retail Trade
$42M in assets, 464 participants
The Wills Group, Inc.'s H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan reported $42M in total assets and 464 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.
- #7,634 in Retail Trade (8,414 peers)
Coverage in Maryland
H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan covers 464 participants in Maryland, about 50% of the average Maryland filer (state average ~929 per filing). Assets: $42M.
- #7,634
- in Retail Trade (8,414 peers)
- +15.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan's outsized position by total assets
H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$41,998,965 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
H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity 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. H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan sits mid-pack in the medium band (464 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan reported participants rose from 317 in the plan year 2022 filing to 464 in the plan year 2023 filing.
- H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan end-of-year assets rose from $36M in the plan year 2022 filing to $42M in the plan year 2023 filing.
DOL schedule card
Filing strip 521461039 · The Wills Group, Inc. PY 2023 · 401(k)
H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan · $42M · 464 · 84th
- ASSETS $42M
- PCT 464
- EIN 84th
- RANK 401(k)
- PHOTO near Alternate Solutions Healthcare System, Inc. 401(k)
- IND ind #7634
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 Maryland →
H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $6M |
| Employer EIN | 521461039 |
| Plan Effective Date | 1953-12-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Wills Group, Inc.)
Sponsor-wide plan assets over time
All The Wills Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 5.3916691645261885% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 329 | $43M |
| 2023 | 2 | 474 | $42M |
| 2024 | 1 | 631 | $46M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Alternate Solutions Healthcare System, Inc. 401(k) in OH ($42M); by covered participants it is Radiology Services, LLC Employee Savings Plan in CT (464 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- Alternate Solutions Healthcare System, Inc. 401(k) (OH) $42M · 1,504
- Randall-Reilly, LLC 401(k) Profit Sharing Plan (AL) $42M · 580
- Astera Health Employee Retirement Plan (MN) $42M · 444
- Endologix Savings Plan (CA) $42M · 419
Similar participant headcount
Nearest other-state filings by covered participants (464 participants); asset peers above are excluded.
- Radiology Services, LLC Employee Savings Plan (CT) 464 · 0 off
- Valley View Bancshares, Inc. 401(k) Plan (KS) 464 · 0 off
- Microdental, Inc. 401(k) Profit Sharing Plan (MI) 464 · 0 off
- Millerbernd Manufacturing Company Profit Sharing Plan (MN) 464 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.