401(k) · DOL Form 5500 · 2023

Willis Construction Company, Inc. 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
117
Participants Small participant base
87th
Percentile by assets National rank
$510,718
Avg per participant High balance/head
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Official DOL plan name: Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan · Sponsored by Willis Construction Company, Inc. · California · Construction

$60M in assets, 117 participants

Willis Construction Company, Inc.'s Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan reported $60M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,694 in Construction (9,030 peers)

Coverage in California

Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan covers 117 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $60M.

#7,694
in Construction (9,030 peers)
-2.6%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan's outsized position by total assets

Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan vs every filed plan by assets

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

$59,754,058 Top 13% higher than 87% 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

Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings 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. Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan reported net income rose from -$3M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan reported participants fell from 124 in the plan year 2022 filing to 117 in the plan year 2023 filing.
  • Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan end-of-year assets fell from $61M in the plan year 2022 filing to $60M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942554397 · Willis Construction Company, Inc. PY 2023 · 401(k)

Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan · $60M · 117 · 87th

  • PART $60M
  • PART 117
  • PART 87th
  • PART 401(k)
  • PART near Gene B. Glick Company, Inc. Retirement Plan
  • PART ind #7694

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 California →

Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan in the asset neighbourhood

Connor Co. Employees' Savings and Profit Sharing 401(k) Plan & TrustConnor Co. Employees' Saving…$60MWillis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings PlanWillis Construction Company,…$60MGene B. Glick Company, Inc. Retirement PlanGene B. Glick Company, Inc. …$60MHoffer Plastics Corporation Profit Sharing and 401(k) PlanHoffer Plastics Corporation …$60MDerse, Inc. Retirement Savings PlanDerse, Inc. Retirement Savin…$60M
End-of-year total assets ($M) among Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$51M
Net Income-$1M
Employer EIN942554397
Plan Effective Date1979-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willis Construction Company, Inc.)

Sponsor-wide plan assets over time

All Willis Construction Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$60M 2.01464044723562% vs 2022
2024 filing year
$59.5M$60M$60.5M$61M$61.5M 202220232024 $61.3M $60.1M ▼ -2.0%
Year Plans Participants Total Assets
2022 1 124 $61M
2023 1 117 $60M
2024 1 81 $60M

Nearby 401(k) Plans in California

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

Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan, Total assets ($B): 0.059754058 · Participants: 117Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan side-by-side with 3 peers →

Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gene B. Glick Company, Inc. Retirement Plan in IN ($60M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan assets move in 2023? ▼
Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan edged down modestly - down 2.6% during 2023, from $61M to $60M. Reported net income was -$1M.
How have Willis Construction Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willis Construction Company, Inc.'s sponsor-wide assets declined 2.0%, from $61M to $60M.
Where does Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan rank by assets among Form 5500 filers? ▼
Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan ranks in the 87th 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 Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gene B. Glick Company, Inc. Retirement Plan in IN ($60M, 673 participants).
Which 401(k) plans cover a similar participant headcount to Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (117 participants, $673K 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 942554397.

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.