401(k) · DOL Form 5500 · 2024

Willis Allen Real Estate 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
29th
Percentile by assets National rank
$131,298
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Willis Allen Real Estate Corporation 401(k) Plan · Sponsored by Willis Allen Real Estate · California · Real Estate

$2M in assets, 15 participants

Willis Allen Real Estate's Willis Allen Real Estate Corporation 401(k) Plan reported $2M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,238 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Willis Allen Real Estate Corporation 401(k) Plan ranks #2,238 of 4,605 2024 filers by assets (1318% of the sector average)-$2M for 15 participants.

#2,238
in Real Estate (4,605 peers)
+2.6%
assets growth YoY

Willis Allen Real Estate Corporation 401(k) Plan among the smaller filed plans by assets

Willis Allen Real Estate Corporation 401(k) Plan vs every filed plan by assets

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

$1,969,464 29th percentile higher than 29% 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 Allen Real Estate Corporation 401(k) 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. Willis Allen Real Estate Corporation 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Willis Allen Real Estate Corporation 401(k) Plan reported net income fell from $413K in the plan year 2023 filing to $49K in the plan year 2024 filing.
  • Willis Allen Real Estate Corporation 401(k) Plan reported participants fell from 16 in the plan year 2023 filing to 15 in the plan year 2024 filing.
  • Willis Allen Real Estate Corporation 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 330676771 · Willis Allen Real Estate PY 2024 · 401(k)

Willis Allen Real Estate Corporation 401(k) Plan · $2M · 15 · 29th

  • PCT $2M
  • PCT 15
  • PCT 29th
  • PCT 401(k)
  • PCT near Harlows School Bus Service 401(k) Profit Sharing Plan & Trust
  • PCT ind #2238

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 Real Estate retirement plans → · Plans in California →

Willis Allen Real Estate Corporation 401(k) Plan in the asset neighbourhood

Willis Allen Real Estate Corporation 401(k) PlanWillis Allen Real Estate Cor…$2MHarlows School Bus Service 401(k) Profit Sharing Plan & TrustHarlows School Bus Service 4…$2MPsychotherapeutic Services, Inc. 401(k) PlanPsychotherapeutic Services, …$2MCoremont (US) 401(k) Plan$2MTent Group 401(k)$2M
End-of-year total assets ($M) among Willis Allen Real Estate Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$49K
Employer EIN330676771
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willis Allen Real Estate)

Sponsor-wide plan assets over time

All Willis Allen Real Estate plans reported in each filing year

Latest sponsor-wide plan assets
$2M 30.637792058244496% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.51M $1.97M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 15 $2M
2023 1 16 $2M
2024 1 15 $2M

Nearby 401(k) Plans in California

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

Willis Allen Real Estate Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Willis Allen Real Estate Corporation 401(k) Plan, Total assets ($B): 0.001969464 · Participants: 15Willis Allen Real Estate Corporation 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Willis Allen Real Estate Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Willis Allen Real Estate Corporation 401(k) Plan side-by-side with 3 peers →

Willis Allen Real Estate Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Harlows School Bus Service 401(k) Profit Sharing Plan & Trust in ND ($2M); by covered participants it is Sanztosalas, Inc 401(k) Plan in NC (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Allen Real Estate Corporation 401(k) Plan assets move in 2024? ▼
Willis Allen Real Estate Corporation 401(k) Plan edged up modestly - up 2.6% during 2024, from $2M to $2M. Reported net income was $49K.
How have Willis Allen Real Estate plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willis Allen Real Estate's sponsor-wide assets grew 30.6%, from $2M to $2M.
Which 401(k) plans are similar in size to Willis Allen Real Estate Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harlows School Bus Service 401(k) Profit Sharing Plan & Trust in ND ($2M, 719 participants).
Which 401(k) plans cover a similar participant headcount to Willis Allen Real Estate Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sanztosalas, Inc 401(k) Plan in NC (15 participants, $8K 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 330676771.

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.