401(k) · DOL Form 5500 · 2024

Willow Creek Wealth Management, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
20
Participants Small participant base
53rd
Percentile by assets National rank
$439,205
Avg per participant High balance/head
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Official DOL plan name: Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan · Sponsored by Willow Creek Wealth Management, Inc. · California · Finance & Insurance

$9M in assets, 20 participants

Willow Creek Wealth Management, Inc.'s Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan reported $9M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,164 in Finance & Insurance (8,549 peers)

Willow Creek Wealth Management, Inc. multi-year trail

Willow Creek Wealth Management, Inc.'s plans moved +39.2% in assets from 2022 to 2024; this filing shows Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan at $9M / 20 participants.

#3,164
in Finance & Insurance (8,549 peers)
+9.8%
assets growth YoY

Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,784,097 Top 47% higher than 53% 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 Creek Wealth Management, Inc. 401(k) Profit Sharing 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 Creek Wealth Management, Inc. 401(k) Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $784K in the plan year 2024 filing.
  • Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan reported participants rose from 19 in the plan year 2023 filing to 20 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 680431551 · Willow Creek Wealth Management, Inc. PY 2024 · 401(k)

Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan · $9M · 20 · 53rd

  • TYPE $9M
  • NET 20
  • BOOK 53rd
  • VS-ST 401(k)
  • BOY near Pioneer Contract Services, Inc. Profit Sharing Plan and Trust
  • SCH ind #3164

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 California →

Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

The American Forests Thrift and Savings PlanThe American Forests Thrift …$9MWillow Creek Wealth Management, Inc. 401(k) Profit Sharing PlanWillow Creek Wealth Manageme…$9MPioneer Contract Services, Inc. Profit Sharing Plan and TrustPioneer Contract Services, I…$9MAccutime Watch Corporation 401(k) Savings PlanAccutime Watch Corporation 4…$9MInh Retirement Plan and Trust$9M
End-of-year total assets ($M) among Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Willow Creek Wealth Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Willow Creek Wealth Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 39.23015009554532% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.31M $8.78M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 18 $6M
2023 1 19 $8M
2024 1 20 $9M

Willow Creek Wealth Management, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$784K
Employer EIN680431551
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.008784097 · Participants: 20Willow Creek Wealth Management, Inc. 401(k) Profit Sharing 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
Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pioneer Contract Services, Inc. Profit Sharing Plan and Trust in TX ($9M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Creek Wealth Management, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 9.8% during 2024, from $8M to $9M. Reported net income was $784K.
How have Willow Creek Wealth Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willow Creek Wealth Management, Inc.'s sponsor-wide assets grew 39.2%, from $6M to $9M.
Which 401(k) plans are similar in size to Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pioneer Contract Services, Inc. Profit Sharing Plan and Trust in TX ($9M, 97 participants).
Which 401(k) plans cover a similar participant headcount to Willow Creek Wealth Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aae 401(k) Retirement Plan in MN (20 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 680431551.

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.