Profit Sharing · DOL Form 5500 · 2024

Willis Machinery & Tools Co. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
33rd
Percentile by assets National rank
$358,341
Avg per participant High balance/head
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Official DOL plan name: Willis Machinery & Tools Co. Profit Sharing Plan and Trust · Sponsored by Willis Machinery & Tools Co. · Ohio · Manufacturing

$3M in assets, 8 participants

Willis Machinery & Tools Co.'s Willis Machinery & Tools Co. Profit Sharing Plan and Trust reported $3M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #3,063 in Manufacturing (17,777 peers)

Willis Machinery & Tools Co. multi-year trail

Willis Machinery & Tools Co.'s plans moved +28.2% in assets from 2022 to 2024; this filing shows Willis Machinery & Tools Co. Profit Sharing Plan and Trust at $3M / 8 participants.

#3,063
in Manufacturing (17,777 peers)
+16.4%
assets growth YoY

Willis Machinery & Tools Co. Profit Sharing Plan and Trust among the smaller filed plans by assets

Willis Machinery & Tools Co. Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,866,731 33rd percentile higher than 33% of 123,620 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 2024

Willis Machinery & Tools Co. Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willis Machinery & Tools Co. Profit Sharing Plan and Trust is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Willis Machinery & Tools Co. Profit Sharing Plan and Trust reported net income rose from $228K in the plan year 2023 filing to $403K in the plan year 2024 filing.
  • Willis Machinery & Tools Co. Profit Sharing Plan and Trust reported participants rose from 6 in the plan year 2023 filing to 8 in the plan year 2024 filing.
  • Willis Machinery & Tools Co. Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 340908107 · Willis Machinery & Tools Co. PY 2024 · Profit Sharing

Willis Machinery & Tools Co. Profit Sharing Plan and Trust · $3M · 8 · 33rd

  • 5500 $3M
  • ASSETS 8
  • PCT 33rd
  • EIN Profit Sharing
  • RANK near Gtl, Inc. Profit Sharing Plan
  • PHOTO ind #3063

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 →

Willis Machinery & Tools Co. Profit Sharing Plan and Trust in the asset neighbourhood

Willis Machinery & Tools Co. Profit Sharing Plan and TrustWillis Machinery & Tools Co.…$3MGtl, Inc. Profit Sharing Plan$3MColorado Contractors Open Shop Employers Profit Sharing PlanColorado Contractors Open Sh…$3MValley Pathology LLC Profit Sharing Plan & TrustValley Pathology LLC Profit …$3MAlfredo R. Nadal Carbonell Retirement PlanAlfredo R. Nadal Carbonell R…$3M
End-of-year total assets ($M) among Willis Machinery & Tools Co. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Willis Machinery & Tools Co. multi-year asset trail

Sponsor-wide plan assets over time

All Willis Machinery & Tools Co. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.220678340748346% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.24M $2.87M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $2M
2024 1 8 $3M

Willis Machinery & Tools Co. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$403K
Employer EIN340908107
Plan Effective Date1968-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Willis Machinery & Tools Co. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Willis Machinery & Tools Co. Profit Sharing Plan and Trust, Total assets ($B): 0.002866731 · Participants: 8Willis Machinery & Tools Co. Profit Sharing Plan and TrustCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
Willis Machinery & Tools Co. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Willis Machinery & Tools Co. Profit Sharing Plan and Trust side-by-side with 3 peers →

Willis Machinery & Tools Co. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Gtl, Inc. Profit Sharing Plan in CA ($3M); by covered participants it is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Willis Machinery & Tools Co. Profit Sharing Plan and Trust assets move in 2024? ▼
Willis Machinery & Tools Co. Profit Sharing Plan and Trust grew sharply - up 16.4% during 2024, from $2M to $3M. Reported net income was $403K.
How have Willis Machinery & Tools Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willis Machinery & Tools Co.'s sponsor-wide assets grew 28.2%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Willis Machinery & Tools Co. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Gtl, Inc. Profit Sharing Plan in CA ($3M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Willis Machinery & Tools Co. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 340908107.

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.