401(k) · DOL Form 5500 · 2023

Willow Valley Communities 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
880
Participants Near avg headcount
79th
Percentile by assets National rank
$32,835
Avg per participant Low balance/head
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Official DOL plan name: Willow Valley Communities 401(k) Plan · Sponsored by Willow Valley Communities · Pennsylvania · Healthcare & Social Assistance

$29M in assets, 880 participants

Willow Valley Communities's Willow Valley Communities 401(k) Plan reported $29M in total assets and 880 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,489 in Healthcare & Social Assistance (17,684 peers)

Where Willow Valley Communities 401(k) Plan sits by assets

Willow Valley Communities 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 880 participants (~$32,835/participant), up 10.3% in 2023.

#14,489
in Healthcare & Social Assistance (17,684 peers)
+10.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Willow Valley Communities 401(k) Plan's outsized position by total assets

Willow Valley Communities 401(k) Plan vs every filed plan by assets

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

$28,894,713 Top 21% higher than 79% 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 Valley Communities 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 Valley Communities 401(k) Plan sits mid-pack in the medium band (880 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Willow Valley Communities 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Willow Valley Communities 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232226098 · Willow Valley Communities PY 2023 · 401(k)

Willow Valley Communities 401(k) Plan · $29M · 880 · 79th

  • PART $29M
  • TYPE 880
  • NET 79th
  • BOOK 401(k)
  • VS-ST near 3-Dimensional Services Group 401(k) Plan & Trust
  • BOY ind #14489

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Willow Valley Communities 401(k) Plan in the asset neighbourhood

3-Dimensional Services Group 401(k) Plan & Trust3-Dimensional Services Group…$29MRingler Management Services, Inc. Employees' Profit Sharing PlanRingler Management Services,…$29MAmg National 401(k) Plan$29MWillow Valley Communities 401(k) PlanWillow Valley Communities 40…$29MGillman Services, Inc. 401(k) PlanGillman Services, Inc. 401(k…$29M
End-of-year total assets ($M) among Willow Valley Communities 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN232226098
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willow Valley Communities)

Sponsor-wide plan assets over time

All Willow Valley Communities plans reported in each filing year

Latest sponsor-wide plan assets
$33M 24.88228484728706% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $26.2M $32.7M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 881 $26M
2023 1 880 $29M
2024 1 991 $33M

Nearby 401(k) Plans in Pennsylvania

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

Willow Valley Communities 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Willow Valley Communities 401(k) Plan, Total assets ($B): 0.028894713 · Participants: 880Willow Valley Communities 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Willow Valley Communities 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Willow Valley Communities 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is 3-Dimensional Services Group 401(k) Plan & Trust in MI ($29M); by covered participants it is Wind River Environmental 401(k) Plan in MA (880 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (880 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 Valley Communities 401(k) Plan assets move in 2023? ▼
Willow Valley Communities 401(k) Plan grew at a solid clip - up 10.3% during 2023, from $26M to $29M. Reported net income was $3M.
How have Willow Valley Communities plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willow Valley Communities's sponsor-wide assets grew 24.9%, from $26M to $33M.
Where does Willow Valley Communities 401(k) Plan rank by assets among Form 5500 filers? ▼
Willow Valley Communities 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Willow Valley Communities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 3-Dimensional Services Group 401(k) Plan & Trust in MI ($29M, 544 participants).
Which 401(k) plans cover a similar participant headcount to Willow Valley Communities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wind River Environmental 401(k) Plan in MA (880 participants, $19M 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 232226098.

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.