401(k) · DOL Form 5500 · 2023

Willow Creek Companies, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
274
Participants Below avg headcount
26th
Percentile by assets National rank
$4,796
Avg per participant Low balance/head
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Official DOL plan name: Willow Creek Companies 401(k) Plan · Sponsored by Willow Creek Companies, LLC · Colorado · Construction

$1M in assets, 274 participants

Willow Creek Companies, LLC's Willow Creek Companies 401(k) Plan reported $1M in total assets and 274 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,168 in Construction (9,030 peers)

Willow Creek Companies, LLC multi-year trail

Willow Creek Companies, LLC's plans moved +343.7% in assets from 2022 to 2024; this filing shows Willow Creek Companies 401(k) Plan at $1M / 274 participants.

#2,168
in Construction (9,030 peers)
+154.2%
assets growth YoY

Willow Creek Companies 401(k) Plan among the smaller filed plans by assets

Willow Creek Companies 401(k) Plan vs every filed plan by assets

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

$1,314,099 26th percentile higher than 26% 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 Creek Companies 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 Creek Companies 401(k) Plan sits mid-pack in the medium band (274 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Willow Creek Companies 401(k) Plan end-of-year assets rose from $517K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Willow Creek Companies 401(k) Plan reported net income rose from $415K in the plan year 2022 filing to $796K in the plan year 2023 filing.
  • Willow Creek Companies 401(k) Plan reported participants rose from 262 in the plan year 2022 filing to 274 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 461362354 · Willow Creek Companies, LLC PY 2023 · 401(k)

Willow Creek Companies 401(k) Plan · $1M · 274 · 26th

  • PCT $1M
  • PCT 274
  • PCT 26th
  • PCT 401(k)
  • PCT near Suncoast Coworking, Inc. 401(k) Profit Sharing Plan
  • PCT ind #2168

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 Construction retirement plans → · Plans in Colorado →

Willow Creek Companies 401(k) Plan in the asset neighbourhood

Willow Creek Companies 401(k) PlanWillow Creek Companies 401(k…$1MSuncoast Coworking, Inc. 401(k) Profit Sharing PlanSuncoast Coworking, Inc. 401…$1MMegatel Homes 401(k) Retirement PlanMegatel Homes 401(k) Retirem…$1MA&d Mortgage LLC$1MMetro Brick Inc. 401(k) Plan and TrustMetro Brick Inc. 401(k) Plan…$1M
End-of-year total assets ($M) among Willow Creek Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Willow Creek Companies, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Willow Creek Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 343.7291230269024% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $0.52M $2.29M ▲ +340.4%
Year Plans Participants Total Assets
2022 1 262 $517K
2023 1 274 $1M
2024 2 847 $2M

Willow Creek Companies, LLC filing trail (2023)

Total Assets (Beginning of Year)$517K
Net Assets (End of Year)$1M
Net Income$796K
Employer EIN461362354
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Willow Creek Companies 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Willow Creek Companies 401(k) Plan, Total assets ($B): 0.001314099 · Participants: 274Willow Creek Companies 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Willow Creek Companies 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Willow Creek Companies 401(k) Plan side-by-side with 3 peers →

Willow Creek Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Suncoast Coworking, Inc. 401(k) Profit Sharing Plan in FL ($1M); by covered participants it is Portfolio Retirement Plan in AZ (274 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (274 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 Creek Companies 401(k) Plan assets move in 2023? ▼
Willow Creek Companies 401(k) Plan surged - up 154.2% during 2023, from $517K to $1M. Reported net income was $796K.
How have Willow Creek Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willow Creek Companies, LLC's sponsor-wide assets grew 343.7%, from $517K to $2M.
Which 401(k) plans are similar in size to Willow Creek Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Suncoast Coworking, Inc. 401(k) Profit Sharing Plan in FL ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Willow Creek Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Portfolio Retirement Plan in AZ (274 participants, $5M 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 461362354.

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.