401(k) · DOL Form 5500 · 2023

Williamson Street Grocery Co-Op 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
233
Participants Below avg headcount
52nd
Percentile by assets National rank
$31,741
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Willy Street 401(k) Plan · Sponsored by Williamson Street Grocery Co-Op · Wisconsin · Retail Trade

$7M in assets, 233 participants

Williamson Street Grocery Co-Op's Willy Street 401(k) Plan reported $7M in total assets and 233 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,244 in Retail Trade (8,414 peers)

Coverage in Wisconsin

Willy Street 401(k) Plan covers 233 participants in Wisconsin, about 41% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.

#5,244
in Retail Trade (8,414 peers)
+21.3%
assets growth YoY

Willy Street 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Willy Street 401(k) Plan vs every filed plan by assets

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

$7,395,576 Top 48% higher than 52% 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

Willy Street 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. Willy Street 401(k) Plan sits mid-pack in the medium band (233 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Willy Street 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Willy Street 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Willy Street 401(k) Plan reported participants fell from 245 in the plan year 2022 filing to 233 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391191600 · Williamson Street Grocery Co-Op PY 2023 · 401(k)

Willy Street 401(k) Plan · $7M · 233 · 52nd

  • EOY $7M
  • 5500 233
  • ASSETS 52nd
  • PCT 401(k)
  • EIN near Cht USA 401(k) Profit Sharing Plan
  • RANK ind #5244

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 Wisconsin →

Willy Street 401(k) Plan in the asset neighbourhood

Willy Street 401(k) Plan$7MCht USA 401(k) Profit Sharing PlanCht USA 401(k) Profit Sharin…$7MPinnacle Eye Care 401(k) Savings PlanPinnacle Eye Care 401(k) Sav…$7MSloss Eckhouse Law Co LLP Profit Sharing PlanSloss Eckhouse Law Co LLP Pr…$7MJefferson Consulting Group LLC 401(k) Ps PlanJefferson Consulting Group L…$7M
End-of-year total assets ($M) among Willy Street 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN391191600
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Williamson Street Grocery Co-Op)

Sponsor-wide plan assets over time

All Williamson Street Grocery Co-Op plans reported in each filing year

Latest sponsor-wide plan assets
$9M 44.59428284146894% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.09M $8.81M ▲ +44.7%
Year Plans Participants Total Assets
2022 1 245 $6M
2023 1 233 $7M
2024 1 280 $9M

Nearby 401(k) Plans in Wisconsin

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

Willy Street 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Willy Street 401(k) Plan, Total assets ($B): 0.007395576 · Participants: 233Willy Street 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Willy Street 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Willy Street 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Cht USA 401(k) Profit Sharing Plan in MI ($7M); by covered participants it is Decco, Inc. 401(k) Ps Plan in NH (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 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 Willy Street 401(k) Plan assets move in 2023? ▼
Willy Street 401(k) Plan grew sharply - up 21.3% during 2023, from $6M to $7M. Reported net income was $1M.
How have Williamson Street Grocery Co-Op plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Williamson Street Grocery Co-Op's sponsor-wide assets grew 44.6%, from $6M to $9M.
Which 401(k) plans are similar in size to Willy Street 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cht USA 401(k) Profit Sharing Plan in MI ($7M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Willy Street 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Decco, Inc. 401(k) Ps Plan in NH (233 participants, $29M 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 391191600.

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.