401(k) · DOL Form 5500 · 2023

Willowwood Global, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
176
Participants Small participant base
72nd
Percentile by assets National rank
$110,714
Avg per participant Below avg balance/head
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Official DOL plan name: Willowwood Global, LLC Profit Sharing Plan · Sponsored by Willowwood Global, LLC · Ohio · Manufacturing

$19M in assets, 176 participants

Willowwood Global, LLC's Willowwood Global, LLC Profit Sharing Plan reported $19M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #11,588 in Manufacturing (18,722 peers)

Coverage in Ohio

Willowwood Global, LLC Profit Sharing Plan covers 176 participants in Ohio, about 23% of the average Ohio filer (state average ~765 per filing). Assets: $19M.

#11,588
in Manufacturing (18,722 peers)
+16.9%
assets growth YoY

Willowwood Global, LLC Profit Sharing Plan's outsized position by total assets

Willowwood Global, LLC Profit Sharing Plan vs every filed plan by assets

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

$19,485,662 Top 28% higher than 72% 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

Willowwood Global, LLC Profit Sharing 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. Willowwood Global, LLC Profit Sharing Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Willowwood Global, LLC Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Willowwood Global, LLC Profit Sharing Plan reported participants rose from 134 in the plan year 2022 filing to 176 in the plan year 2023 filing.
  • Willowwood Global, LLC Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 834525073 · Willowwood Global, LLC PY 2023 · 401(k)

Willowwood Global, LLC Profit Sharing Plan · $19M · 176 · 72nd

  • SCH $19M
  • EBSA 176
  • PART 72nd
  • TYPE 401(k)
  • NET near Venator Materials LLC 401(k) Plan
  • BOOK ind #11588

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 →

Willowwood Global, LLC Profit Sharing Plan in the asset neighbourhood

Willowwood Global, LLC Profit Sharing PlanWillowwood Global, LLC Profi…$19MVenator Materials LLC 401(k) PlanVenator Materials LLC 401(k)…$19MIapp 401(k) Plan$19MIntervala, LLC 401(k) Retirement PlanIntervala, LLC 401(k) Retire…$19MCommunities Foundation of Texas 401(k) PlanCommunities Foundation of Te…$19M
End-of-year total assets ($M) among Willowwood Global, LLC Profit Sharing 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)$19M
Net Income$3M
Employer EIN834525073
Plan Effective Date1979-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willowwood Global, LLC)

Sponsor-wide plan assets over time

All Willowwood Global, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 38.92089824563929% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.7M $23.2M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 134 $17M
2023 1 176 $19M
2024 1 173 $23M

Nearby 401(k) Plans in Ohio

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

Willowwood Global, LLC Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Willowwood Global, LLC Profit Sharing Plan, Total assets ($B): 0.019485662 · Participants: 176Willowwood Global, LLC Profit Sharing 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
Willowwood Global, LLC Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Willowwood Global, LLC Profit Sharing Plan side-by-side with 3 peers →

Willowwood Global, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Venator Materials LLC 401(k) Plan in TX ($19M); by covered participants it is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Willowwood Global, LLC Profit Sharing Plan assets move in 2023? ▼
Willowwood Global, LLC Profit Sharing Plan grew sharply - up 16.9% during 2023, from $17M to $19M. Reported net income was $3M.
How have Willowwood Global, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willowwood Global, LLC's sponsor-wide assets grew 38.9%, from $17M to $23M.
Which 401(k) plans are similar in size to Willowwood Global, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Venator Materials LLC 401(k) Plan in TX ($19M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Willowwood Global, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants, $18M 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 834525073.

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.