401(k) · DOL Form 5500 · 2024

Willard Agri-Svc of Mt. Airy, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
136
Participants Small participant base
68th
Percentile by assets National rank
$132,991
Avg per participant Near avg balance/head
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Official DOL plan name: Willard Companies Profit Sharing Plan · Sponsored by Willard Agri-Svc of Mt. Airy, Inc. · Maryland · Wholesale Trade

$18M in assets, 136 participants

Willard Agri-Svc of Mt. Airy, Inc.'s Willard Companies Profit Sharing Plan reported $18M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,846 in Wholesale Trade (6,080 peers)

Coverage in Maryland

Willard Companies Profit Sharing Plan covers 136 participants in Maryland, about 15% of the average Maryland filer (state average ~929 per filing). Assets: $18M.

#3,846
in Wholesale Trade (6,080 peers)
+7.8%
assets growth YoY

Willard Companies Profit Sharing Plan's outsized position by total assets

Willard Companies Profit Sharing Plan vs every filed plan by assets

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

$18,086,758 Top 32% higher than 68% 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

Willard Companies Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willard Companies Profit Sharing Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Willard Companies Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Willard Companies Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Willard Companies Profit Sharing Plan reported participants rose from 130 in the plan year 2023 filing to 136 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 520857975 · Willard Agri-Svc of Mt. Airy, Inc. PY 2024 · 401(k)

Willard Companies Profit Sharing Plan · $18M · 136 · 68th

  • EBSA $18M
  • EBSA 136
  • EBSA 68th
  • EBSA 401(k)
  • EBSA near All Star Family 401(k) Plan
  • EBSA ind #3846

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 Wholesale Trade retirement plans → · Plans in Maryland →

Willard Companies Profit Sharing Plan in the asset neighbourhood

Willard Companies Profit Sharing PlanWillard Companies Profit Sha…$18MAll Star Family 401(k) Plan$18MCoastal States Bank 401(k) PlanCoastal States Bank 401(k) P…$18MCelestica Precision Machining 401(k) PlanCelestica Precision Machinin…$18MInvariant LLC Retirement Plan$18M
End-of-year total assets ($M) among Willard Companies Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$1M
Employer EIN520857975
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willard Agri-Svc of Mt. Airy, Inc.)

Sponsor-wide plan assets over time

All Willard Agri-Svc of Mt. Airy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 18.649750787581304% vs 2022
2024 filing year
$14M$15M$16M$17M$18M$19M 202220232024 $15.2M $18.1M ▲ +18.7%
Year Plans Participants Total Assets
2022 1 125 $15M
2023 1 130 $17M
2024 1 136 $18M

Nearby 401(k) Plans in Maryland

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

Willard Companies Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Willard Companies Profit Sharing Plan, Total assets ($B): 0.018086758 · Participants: 136Willard Companies Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Willard Companies Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Willard Companies Profit Sharing Plan side-by-side with 3 peers →

Willard Companies Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is All Star Family 401(k) Plan in LA ($18M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Willard Companies Profit Sharing Plan assets move in 2024? ▼
Willard Companies Profit Sharing Plan grew at a solid clip - up 7.8% during 2024, from $17M to $18M. Reported net income was $1M.
How have Willard Agri-Svc of Mt. Airy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willard Agri-Svc of Mt. Airy, Inc.'s sponsor-wide assets grew 18.6%, from $15M to $18M.
Which 401(k) plans are similar in size to Willard Companies Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is All Star Family 401(k) Plan in LA ($18M, 325 participants).
Which 401(k) plans cover a similar participant headcount to Willard Companies Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants, $4M 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 520857975.

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.