401(k) · DOL Form 5500 · 2024

Willow Technologies LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
56
Participants Small participant base
35th
Percentile by assets National rank
$57,934
Avg per participant Low balance/head
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Official DOL plan name: Willow Technologies LLC Retirement Plan · Sponsored by Willow Technologies LLC · New York · Professional & Technical Services

$3M in assets, 56 participants

Willow Technologies LLC's Willow Technologies LLC Retirement Plan reported $3M in total assets and 56 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,429 in Professional & Technical Services (20,173 peers)

Willow Technologies LLC multi-year trail

Willow Technologies LLC's plans moved +174.9% in assets from 2022 to 2024; this filing shows Willow Technologies LLC Retirement Plan at $3M / 56 participants.

#6,429
in Professional & Technical Services (20,173 peers)
+32.4%
assets growth YoY

Willow Technologies LLC Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Willow Technologies LLC Retirement Plan vs every filed plan by assets

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

$3,244,325 35th percentile higher than 35% 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

Willow Technologies LLC Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willow Technologies LLC Retirement Plan is a small filing (56 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Willow Technologies LLC Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $795K in the plan year 2024 filing.
  • Willow Technologies LLC Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Willow Technologies LLC Retirement Plan reported participants fell from 61 in the plan year 2023 filing to 56 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 831120920 · Willow Technologies LLC PY 2024 · 401(k)

Willow Technologies LLC Retirement Plan · $3M · 56 · 35th

  • BOY $3M
  • SCH 56
  • EBSA 35th
  • PART 401(k)
  • TYPE near Locher & Davis, PLC 401(k) Profit Sharing Plan
  • NET ind #6429

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 Professional & Technical Services retirement plans → · Plans in New York →

Willow Technologies LLC Retirement Plan in the asset neighbourhood

Willow Technologies LLC Retirement PlanWillow Technologies LLC Reti…$3MLocher & Davis, PLC 401(k) Profit Sharing PlanLocher & Davis, PLC 401(k) P…$3MAvenues Recovery Center 401(k) PlanAvenues Recovery Center 401(…$3MM & M Consulting, LLC 401(k) PlanM & M Consulting, LLC 401(k)…$3MSmith Ellison 401(k) Plan$3M
End-of-year total assets ($M) among Willow Technologies LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Willow Technologies LLC multi-year asset trail

Sponsor-wide plan assets over time

All Willow Technologies LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 174.93487475784596% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $1.18M $3.24M ▲ +174.6%
Year Plans Participants Total Assets
2022 1 38 $1M
2023 1 61 $2M
2024 1 56 $3M

Willow Technologies LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$795K
Employer EIN831120920
Plan Effective Date2019-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Willow Technologies LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Willow Technologies LLC Retirement Plan, Total assets ($B): 0.003244325 · Participants: 56Willow Technologies LLC Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Willow Technologies LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Willow Technologies LLC Retirement Plan side-by-side with 3 peers →

Willow Technologies LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Locher & Davis, PLC 401(k) Profit Sharing Plan in IA ($3M); by covered participants it is Pilot Corporation of America Employees' 401(k) Plan in FL (56 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Willow Technologies LLC Retirement Plan assets move in 2024? ▼
Willow Technologies LLC Retirement Plan surged - up 32.4% during 2024, from $2M to $3M. Reported net income was $795K.
How have Willow Technologies LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willow Technologies LLC's sponsor-wide assets grew 174.9%, from $1M to $3M.
Which 401(k) plans are similar in size to Willow Technologies LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Locher & Davis, PLC 401(k) Profit Sharing Plan in IA ($3M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Willow Technologies LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pilot Corporation of America Employees' 401(k) Plan in FL (56 participants, $10M 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 831120920.

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.