401(k) · DOL Form 5500 · 2023

The Will-Burt Company 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
280
Participants Below avg headcount
71st
Percentile by assets National rank
$64,209
Avg per participant Low balance/head
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Official DOL plan name: The Will-Burt Company Profit Sharing & 401(k) Plan · Sponsored by The Will-Burt Company · Ohio · Manufacturing

$18M in assets, 280 participants

The Will-Burt Company's The Will-Burt Company Profit Sharing & 401(k) Plan reported $18M in total assets and 280 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #11,222 in Manufacturing (18,722 peers)

Coverage in Ohio

The Will-Burt Company Profit Sharing & 401(k) Plan covers 280 participants in Ohio, about 37% of the average Ohio filer (state average ~765 per filing). Assets: $18M.

#11,222
in Manufacturing (18,722 peers)
+3.7%
assets growth YoY

The Will-Burt Company Profit Sharing & 401(k) Plan's outsized position by total assets

The Will-Burt Company Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$17,978,450 Top 29% higher than 71% 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 Will-Burt Company Profit Sharing & 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 Will-Burt Company Profit Sharing & 401(k) Plan sits mid-pack in the medium band (280 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Will-Burt Company Profit Sharing & 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $645K in the plan year 2023 filing.
  • The Will-Burt Company Profit Sharing & 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • The Will-Burt Company Profit Sharing & 401(k) Plan reported participants rose from 272 in the plan year 2022 filing to 280 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 340620280 · The Will-Burt Company PY 2023 · 401(k)

The Will-Burt Company Profit Sharing & 401(k) Plan · $18M · 280 · 71st

  • IND $18M
  • EOY 280
  • 5500 71st
  • ASSETS 401(k)
  • PCT near Arden Companies 401(k) Plan
  • EIN ind #11222

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 Ohio →

The Will-Burt Company Profit Sharing & 401(k) Plan in the asset neighbourhood

The Will-Burt Company Profit Sharing & 401(k) PlanThe Will-Burt Company Profit…$18MArden Companies 401(k) Plan$18MNative Instruments USA, Inc. 401(k) Profit Sharing and TrustNative Instruments USA, Inc.…$18MThe Baker Company Profit Sharing and Retirement PlanThe Baker Company Profit Sha…$18MBcb Community Bank 401(k) PlanBcb Community Bank 401(k) Pl…$18M
End-of-year total assets ($M) among The Will-Burt Company Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$645K
Employer EIN340620280
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Will-Burt Company)

Sponsor-wide plan assets over time

All The Will-Burt Company plans reported in each filing year

Latest sponsor-wide plan assets
$62M 18.09658388930663% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $52.3M $61.7M ▲ +18.1%
Year Plans Participants Total Assets
2022 2 517 $52M
2023 2 529 $55M
2024 2 564 $62M

Nearby 401(k) Plans in Ohio

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

The Will-Burt Company Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants The Will-Burt Company Profit Sharing & 401(k) Plan, Total assets ($B): 0.01797845 · Participants: 280The Will-Burt Company Profit Sharing & 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
The Will-Burt Company Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Will-Burt Company Profit Sharing & 401(k) Plan side-by-side with 3 peers →

The Will-Burt Company Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Arden Companies 401(k) Plan in MI ($18M); by covered participants it is Hfri, LLC 401(k) Plan in IL (280 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (280 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 Will-Burt Company Profit Sharing & 401(k) Plan assets move in 2023? ▼
The Will-Burt Company Profit Sharing & 401(k) Plan edged up modestly - up 3.7% during 2023, from $17M to $18M. Reported net income was $645K.
How have The Will-Burt Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Will-Burt Company's sponsor-wide assets grew 18.1%, from $52M to $62M.
Which 401(k) plans are similar in size to The Will-Burt Company Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arden Companies 401(k) Plan in MI ($18M, 390 participants).
Which 401(k) plans cover a similar participant headcount to The Will-Burt Company Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hfri, LLC 401(k) Plan in IL (280 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 340620280.

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.