401(k) · DOL Form 5500 · 2023

Willow Bend Mortgage Company, LLC 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
1,456
Participants Near avg headcount
84th
Percentile by assets National rank
$30,691
Avg per participant Low balance/head
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Official DOL plan name: Shaddock Companies 401(k) Plan · Sponsored by Willow Bend Mortgage Company, LLC · Texas · Finance & Insurance

$45M in assets, 1,456 participants

Willow Bend Mortgage Company, LLC's Shaddock Companies 401(k) Plan reported $45M in total assets and 1,456 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,740 in Finance & Insurance (8,869 peers)

Coverage in Texas

Shaddock Companies 401(k) Plan covers 1,456 participants in Texas, 2.1x the typical Texas plan (state average ~688 per filing). Assets: $45M.

#6,740
in Finance & Insurance (8,869 peers)
+22.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Shaddock Companies 401(k) Plan's outsized position by total assets

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

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

$44,686,286 Top 16% higher than 84% 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

Shaddock Companies 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shaddock Companies 401(k) Plan lands in the large band (1,456 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shaddock Companies 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Shaddock Companies 401(k) Plan end-of-year assets rose from $36M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Shaddock Companies 401(k) Plan reported participants fell from 1,689 in the plan year 2022 filing to 1,456 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 752511480 · Willow Bend Mortgage Company, LLC PY 2023 · 401(k)

Shaddock Companies 401(k) Plan · $45M · 1,456 · 84th

  • 5500 $45M
  • 5500 1,456
  • 5500 84th
  • 5500 401(k)
  • 5500 near Goodwyn Mills Cawood, LLC 401(k) Profit Sharing Plan and Trust
  • 5500 ind #6740

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 Finance & Insurance retirement plans → · Plans in Texas →

Shaddock Companies 401(k) Plan in the asset neighbourhood

Shaddock Companies 401(k) PlanShaddock Companies 401(k) Pl…$45MGoodwyn Mills Cawood, LLC 401(k) Profit Sharing Plan and TrustGoodwyn Mills Cawood, LLC 40…$45MColumbia Construction Company 401(k) PlanColumbia Construction Compan…$45MArmed Forces Benefit Association (Afba) 401(k) Incentive Savings PlanArmed Forces Benefit Associa…$45MJewelry Television Asset Accumulation 401(k) PlanJewelry Television Asset Acc…$45M
End-of-year total assets ($M) among Shaddock Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$45M
Net Income$8M
Employer EIN752511480
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willow Bend Mortgage Company, LLC)

Sponsor-wide plan assets over time

All Willow Bend Mortgage Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$55M 49.86665716580017% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $36.5M $54.7M ▲ +49.8%
Year Plans Participants Total Assets
2022 1 1,689 $36M
2023 1 1,456 $45M
2024 1 1,307 $55M

Nearby 401(k) Plans in Texas

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

Shaddock Companies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Shaddock Companies 401(k) Plan, Total assets ($B): 0.044686286 · Participants: 1456Shaddock Companies 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Shaddock Companies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Shaddock Companies 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Goodwyn Mills Cawood, LLC 401(k) Profit Sharing Plan and Trust in AL ($45M); by covered participants it is Husch Blackwell LLP 401(k) Plan in MO (1,456 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,456 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 Shaddock Companies 401(k) Plan assets move in 2023? ▼
Shaddock Companies 401(k) Plan grew sharply - up 22.5% during 2023, from $36M to $45M. Reported net income was $8M.
How have Willow Bend Mortgage Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willow Bend Mortgage Company, LLC's sponsor-wide assets grew 49.9%, from $36M to $55M.
Where does Shaddock Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Shaddock Companies 401(k) Plan ranks in the 84th 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 Shaddock Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Goodwyn Mills Cawood, LLC 401(k) Profit Sharing Plan and Trust in AL ($45M, 471 participants).
Which 401(k) plans cover a similar participant headcount to Shaddock Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Husch Blackwell LLP 401(k) Plan in MO (1,456 participants, $566M 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 752511480.

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.