401(k) · DOL Form 5500 · 2024

Willowsford Management, LLC 401(k) Plan

Data updated 2026-08-25

$869K
Total assets Small plan by assets: N/A
Participants Small participant base: 22nd
Percentile by assets National rank

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Official DOL plan name: Willowsford Management, LLC Retirement Plan · Sponsored by Willowsford Management, LLC · New York · Real Estate

$869K in assets, N/A participants

Willowsford Management, LLC's Willowsford Management, LLC Retirement Plan reported $869K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

#1,765 in Real Estate (4,605 peers)

Willowsford Management, LLC multi-year trail

Willowsford Management, LLC's plans moved -42.6% in assets from 2022 to 2024; this filing shows Willowsford Management, LLC Retirement Plan at $869K / N/A participants.

#1,765
in Real Estate (4,605 peers): -43.5%
assets change YoY

The plan reported a net loss of $669K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Willowsford Management, LLC Retirement Plan among the smaller filed plans by assets

Willowsford Management, LLC Retirement Plan vs every filed plan by assets

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

$868,699 22nd percentile higher than 22% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Willowsford Management, LLC Retirement Plan reported net income fell from $25K in the plan year 2023 filing to -$669K in the plan year 2024 filing.
Willowsford Management, LLC Retirement Plan reported participants fell from 6 in the plan year 2023 filing to N/A in the plan year 2024 filing.
Willowsford Management, LLC Retirement Plan end-of-year assets fell from $2M in the plan year 2023 filing to $869K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 811546225 · Willowsford Management, LLC PY 2024 · 401(k)

Willowsford Management, LLC Retirement Plan · $869K · N/A · 22nd

EIN $869K
EIN N/A
EIN 22nd
EIN 401(k)
EIN near Crown Machine, Inc. Profit Sharing & Retirement Plan
EIN ind #1765

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 New York →

End-of-year total assets ($M) among Willowsford Management, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Willowsford Management, LLC multi-year asset trail

Latest sponsor-wide plan assets: $869K 42.57332866180563% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	7	$2M
2023	1	6	$2M
2024	1	N/A	$869K

Willowsford Management, LLC filing trail (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$869K
Net Income	-$669K
Employer EIN	811546225
Plan Effective Date	2016-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Willowsford Management, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Willowsford Management, LLC Retirement Plan side-by-side with 3 peers →

Willowsford Management, LLC Retirement Plan's closest out-of-state 401(k) peers by assets

Outside New York, the nearest 401(k) by end-of-year assets is Crown Machine, Inc. Profit Sharing & Retirement Plan in IL at $869K (this filing: $869K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($869K here).

Crown Machine, Inc. Profit Sharing & Retirement Plan (IL) $869K · 23
Buck Hill Fabricating, Inc. 401(k) Profit Sharing Plan (OH) $869K · 7
C & S Auto Ag and Truck Parts Inc. 401(k) Plan (CA) $868K · N/A
Home West Michigan, Inc. 401(k) Plan (MI) $869K · 2

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 Willowsford Management, LLC Retirement Plan assets move in 2024? ▼

Willowsford Management, LLC Retirement Plan contracted severely - down 43.5% during 2024, from $2M to $869K. Reported net income was -$669K.

How have Willowsford Management, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Willowsford Management, LLC's sponsor-wide assets declined 42.6%, from $2M to $869K.

Where does Willowsford Management, LLC Retirement Plan rank by assets among Form 5500 filers? ▼

Willowsford Management, LLC Retirement Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Willowsford Management, LLC Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Crown Machine, Inc. Profit Sharing & Retirement Plan in IL ($869K, 23 participants).

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 811546225.