401(k) · DOL Form 5500 · 2024

Willcox & Savage, P.C. 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
98
Participants Small participant base
89th
Percentile by assets National rank
$813,000
Avg per participant High balance/head
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Official DOL plan name: Willcox & Savage, P.C. Profit-Sharing Retirement Plan · Sponsored by Willcox & Savage, P.C. · Virginia · Professional & Technical Services

$80M in assets, 98 participants

Willcox & Savage, P.C.'s Willcox & Savage, P.C. Profit-Sharing Retirement Plan reported $80M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,120 in Professional & Technical Services (20,173 peers)

Where Willcox & Savage, P.C. Profit-Sharing Retirement Plan sits by assets

Willcox & Savage, P.C. Profit-Sharing Retirement Plan sits in the top quartile of all filed plans by assets, $80M for 98 participants (~$813,000/participant), up 4.1% in 2024.

#18,120
in Professional & Technical Services (20,173 peers)
+4.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Willcox & Savage, P.C. Profit-Sharing Retirement Plan's outsized position by total assets

Willcox & Savage, P.C. Profit-Sharing Retirement Plan vs every filed plan by assets

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

$79,674,008 Top 11% higher than 89% 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

Willcox & Savage, P.C. Profit-Sharing 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. Willcox & Savage, P.C. Profit-Sharing Retirement Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Willcox & Savage, P.C. Profit-Sharing Retirement Plan reported net income fell from $11M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Willcox & Savage, P.C. Profit-Sharing Retirement Plan reported participants rose from 92 in the plan year 2023 filing to 98 in the plan year 2024 filing.
  • Willcox & Savage, P.C. Profit-Sharing Retirement Plan end-of-year assets rose from $77M in the plan year 2023 filing to $80M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 540976999 · Willcox & Savage, P.C. PY 2024 · 401(k)

Willcox & Savage, P.C. Profit-Sharing Retirement Plan · $80M · 98 · 89th

  • VS-ST $80M
  • BOY 98
  • SCH 89th
  • EBSA 401(k)
  • PART near Health Fitness Corporation 401(k) Savings Plan
  • TYPE ind #18120

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 Virginia →

Willcox & Savage, P.C. Profit-Sharing Retirement Plan in the asset neighbourhood

Trinity Partners, LLC 401(k) Profit Sharing PlanTrinity Partners, LLC 401(k)…$80MHealth Fitness Corporation 401(k) Savings PlanHealth Fitness Corporation 4…$80MWillcox & Savage, P.C. Profit-Sharing Retirement PlanWillcox & Savage, P.C. Profi…$80MThe Permanente 401(k) Retirement PlanThe Permanente 401(k) Retire…$80MGate City Bank Retirement Savings PlanGate City Bank Retirement Sa…$80M
End-of-year total assets ($M) among Willcox & Savage, P.C. Profit-Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$80M
Net Income$3M
Employer EIN540976999
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willcox & Savage, P.C.)

Sponsor-wide plan assets over time

All Willcox & Savage, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$84M 21.164244910682427% vs 2022
2024 filing year
$65M$70M$75M$80M$85M$90M 202220232024 $69.4M $84.1M ▲ +21.2%
Year Plans Participants Total Assets
2022 2 97 $69M
2023 2 106 $81M
2024 2 119 $84M

Nearby 401(k) Plans in Virginia

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

Willcox & Savage, P.C. Profit-Sharing Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Willcox & Savage, P.C. Profit-Sharing Retirement Plan, Total assets ($B): 0.079674008 · Participants: 98Willcox & Savage, P.C. Profit-Sharing Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Willcox & Savage, P.C. Profit-Sharing Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Willcox & Savage, P.C. Profit-Sharing Retirement Plan side-by-side with 3 peers →

Willcox & Savage, P.C. Profit-Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Health Fitness Corporation 401(k) Savings Plan in IL ($80M); by covered participants it is Premier Medical Group Profit Sharing Plan in NY (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Willcox & Savage, P.C. Profit-Sharing Retirement Plan assets move in 2024? ▼
Willcox & Savage, P.C. Profit-Sharing Retirement Plan edged up modestly - up 4.1% during 2024, from $77M to $80M. Reported net income was $3M.
How have Willcox & Savage, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willcox & Savage, P.C.'s sponsor-wide assets grew 21.2%, from $69M to $84M.
Where does Willcox & Savage, P.C. Profit-Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Willcox & Savage, P.C. Profit-Sharing Retirement Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Willcox & Savage, P.C. Profit-Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Health Fitness Corporation 401(k) Savings Plan in IL ($80M, 1,101 participants).
Which 401(k) plans cover a similar participant headcount to Willcox & Savage, P.C. Profit-Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Medical Group Profit Sharing Plan in NY (98 participants, $21M 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 540976999.

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.