401(k) · DOL Form 5500 · 2024
R.C. Willey Home Furnishings 401(k) Plan
Data updated 2026-08-25
- $187M
- Total assets Near avg plan size
- 2,059
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $90,884
- Avg per participant Below avg balance/head
Official DOL plan name: R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan · Sponsored by R.C. Willey Home Furnishings · Utah · Retail Trade
$187M in assets, 2,059 participants
R.C. Willey Home Furnishings's R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan reported $187M in total assets and 2,059 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #7,769 in Retail Trade (8,048 peers)
Coverage in Utah
R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan covers 2,059 participants in Utah, 3.5x the typical Utah plan (state average ~592 per filing). Assets: $187M.
- #7,769
- in Retail Trade (8,048 peers)
- +12.0%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan's outsized position by total assets
R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$187,129,691 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan lands in the large band (2,059 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan reported net income fell from $25M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan end-of-year assets rose from $167M in the plan year 2023 filing to $187M in the plan year 2024 filing.
- R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan reported participants fell from 2,165 in the plan year 2023 filing to 2,059 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 870242145 · R.C. Willey Home Furnishings PY 2024 · 401(k)
R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan · $187M · 2,059 · 94th
- BOY $187M
- SCH 2,059
- EBSA 94th
- PART 401(k)
- TYPE near Mitsui & Co. (U. S. a), Inc. 401(k) Retirement Plan
- NET ind #7769
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 Retail Trade retirement plans → · Plans in Utah →
R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $167M |
|---|---|
| Net Assets (End of Year) | $187M |
| Net Income | $20M |
| Employer EIN | 870242145 |
| Plan Effective Date | 1961-07-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (R.C. Willey Home Furnishings)
Sponsor-wide plan assets over time
All R.C. Willey Home Furnishings plans reported in each filing year
- Latest sponsor-wide plan assets
- $187M 31.96077098022644% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,106 | $142M |
| 2023 | 1 | 2,165 | $167M |
| 2024 | 1 | 2,059 | $187M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Mitsui & Co. (U. S. a), Inc. 401(k) Retirement Plan in NY ($187M); by covered participants it is Heartland Express, Inc. of Iowa 401(k) Plan in IA (2,059 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($187M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,059 participants); asset peers above are excluded.
- Heartland Express, Inc. of Iowa 401(k) Plan (IA) 2,059 · 0 off
- Dispatchhealth 401(k) Retirement Plan (CO) 2,059 · 0 off
- Align Technology, Inc. 401(k) Profit Sharing Plan (CA) 2,058 · 1 off
- Triad 401(k) Savings Plan (NM) 2,058 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.