401(k) · DOL Form 5500 · 2024

L.R. Willson & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
162
Participants Small participant base
65th
Percentile by assets National rank
$96,941
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: L.R. Willson & Sons Employee Retirement Plan · Sponsored by L.R. Willson & Sons, Inc. · Maryland · Construction

$16M in assets, 162 participants

L.R. Willson & Sons, Inc.'s L.R. Willson & Sons Employee Retirement Plan reported $16M in total assets and 162 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #5,806 in Construction (9,039 peers)

Coverage in Maryland

L.R. Willson & Sons Employee Retirement Plan covers 162 participants in Maryland, about 17% of the average Maryland filer (state average ~929 per filing). Assets: $16M.

#5,806
in Construction (9,039 peers)
+7.8%
assets growth YoY

L.R. Willson & Sons Employee Retirement Plan's mid-pack asset rank among Construction and all filers

L.R. Willson & Sons Employee Retirement Plan vs every filed plan by assets

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

$15,704,495 Top 35% higher than 65% 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

L.R. Willson & Sons Employee Retirement 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. L.R. Willson & Sons Employee Retirement Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • L.R. Willson & Sons Employee Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • L.R. Willson & Sons Employee Retirement Plan reported participants rose from 143 in the plan year 2023 filing to 162 in the plan year 2024 filing.
  • L.R. Willson & Sons Employee Retirement Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 520955711 · L.R. Willson & Sons, Inc. PY 2024 · 401(k)

L.R. Willson & Sons Employee Retirement Plan · $16M · 162 · 65th

  • 5500 $16M
  • 5500 162
  • 5500 65th
  • 5500 401(k)
  • 5500 near San Diego Jewish Academy 401(k) Savings Plan
  • 5500 ind #5806

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 Construction retirement plans → · Plans in Maryland →

L.R. Willson & Sons Employee Retirement Plan in the asset neighbourhood

Denholtz Associates Retirement Savings PlanDenholtz Associates Retireme…$16ML.R. Willson & Sons Employee Retirement PlanL.R. Willson & Sons Employee…$16MSan Diego Jewish Academy 401(k) Savings PlanSan Diego Jewish Academy 401…$16MSoftware Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and TrustSoftware Guidance and Assist…$16MLloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing PlanLloyd, Gray, Whitehead & Mon…$16M
End-of-year total assets ($M) among L.R. Willson & Sons Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN520955711
Plan Effective Date1977-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (L.R. Willson & Sons, Inc.)

Sponsor-wide plan assets over time

All L.R. Willson & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 24.395941448935744% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $12.6M $15.7M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 153 $13M
2023 1 143 $15M
2024 1 162 $16M

Nearby 401(k) Plans in Maryland

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

L.R. Willson & Sons Employee Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants L.R. Willson & Sons Employee Retirement Plan, Total assets ($B): 0.015704495 · Participants: 162L.R. Willson & Sons Employee Retirement 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
L.R. Willson & Sons Employee Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare L.R. Willson & Sons Employee Retirement Plan side-by-side with 3 peers →

L.R. Willson & Sons Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is San Diego Jewish Academy 401(k) Savings Plan in CA ($16M); by covered participants it is Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan in OH (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 L.R. Willson & Sons Employee Retirement Plan assets move in 2024? ▼
L.R. Willson & Sons Employee Retirement Plan grew at a solid clip - up 7.8% during 2024, from $15M to $16M. Reported net income was $1M.
How have L.R. Willson & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L.R. Willson & Sons, Inc.'s sponsor-wide assets grew 24.4%, from $13M to $16M.
Which 401(k) plans are similar in size to L.R. Willson & Sons Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is San Diego Jewish Academy 401(k) Savings Plan in CA ($16M, 171 participants).
Which 401(k) plans cover a similar participant headcount to L.R. Willson & Sons Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan in OH (162 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 520955711.

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.