401(k) · DOL Form 5500 · 2024

Willow Valley Communities 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
991
Participants Near avg headcount
79th
Percentile by assets National rank
$33,010
Avg per participant Low balance/head
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Official DOL plan name: Willow Valley Communities 401(k) Plan · Sponsored by Willow Valley Communities · Pennsylvania · Healthcare & Social Assistance

$33M in assets, 991 participants

Willow Valley Communities's Willow Valley Communities 401(k) Plan reported $33M in total assets and 991 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,841 in Healthcare & Social Assistance (16,916 peers)

Where Willow Valley Communities 401(k) Plan sits by assets

Willow Valley Communities 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 991 participants (~$33,010/participant), up 13.2% in 2024.

#13,841
in Healthcare & Social Assistance (16,916 peers)
+13.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Willow Valley Communities 401(k) Plan's outsized position by total assets

Willow Valley Communities 401(k) Plan vs every filed plan by assets

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

$32,712,666 Top 21% higher than 79% 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

Willow Valley Communities 401(k) 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. Willow Valley Communities 401(k) Plan sits mid-pack in the medium band (991 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Willow Valley Communities 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Willow Valley Communities 401(k) Plan end-of-year assets rose from $29M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Willow Valley Communities 401(k) Plan reported participants rose from 880 in the plan year 2023 filing to 991 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 232226098 · Willow Valley Communities PY 2024 · 401(k)

Willow Valley Communities 401(k) Plan · $33M · 991 · 79th

  • EOY $33M
  • 5500 991
  • ASSETS 79th
  • PCT 401(k)
  • EIN near Advantage Truck Group, LLC 401(k) Plan
  • RANK ind #13841

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Willow Valley Communities 401(k) Plan in the asset neighbourhood

Celtic Bank Corporation 401(k) PlanCeltic Bank Corporation 401(…$33MWillow Valley Communities 401(k) PlanWillow Valley Communities 40…$33MAdvantage Truck Group, LLC 401(k) PlanAdvantage Truck Group, LLC 4…$33MCooperative Elevator Company Employees' Profit Sharing & 401(k) PlanCooperative Elevator Company…$33MNortheast Michigan Community Service Agency, Inc. Profit Sharing PlanNortheast Michigan Community…$33M
End-of-year total assets ($M) among Willow Valley Communities 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN232226098
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willow Valley Communities)

Sponsor-wide plan assets over time

All Willow Valley Communities plans reported in each filing year

Latest sponsor-wide plan assets
$33M 24.88228484728706% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $26.2M $32.7M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 881 $26M
2023 1 880 $29M
2024 1 991 $33M

Nearby 401(k) Plans in Pennsylvania

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

Willow Valley Communities 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Willow Valley Communities 401(k) Plan, Total assets ($B): 0.032712666 · Participants: 991Willow Valley Communities 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Willow Valley Communities 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Willow Valley Communities 401(k) Plan side-by-side with 3 peers →

Willow Valley Communities 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Advantage Truck Group, LLC 401(k) Plan in MA ($33M); by covered participants it is Cafe Services, Inc. 401(k) Plan in NH (991 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (991 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 Willow Valley Communities 401(k) Plan assets move in 2024? ▼
Willow Valley Communities 401(k) Plan grew at a solid clip - up 13.2% during 2024, from $29M to $33M. Reported net income was $4M.
How have Willow Valley Communities plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willow Valley Communities's sponsor-wide assets grew 24.9%, from $26M to $33M.
Where does Willow Valley Communities 401(k) Plan rank by assets among Form 5500 filers? ▼
Willow Valley Communities 401(k) Plan ranks in the 79th 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 Willow Valley Communities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advantage Truck Group, LLC 401(k) Plan in MA ($33M, 388 participants).
Which 401(k) plans cover a similar participant headcount to Willow Valley Communities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cafe Services, Inc. 401(k) Plan in NH (991 participants, $12M 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 232226098.

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.