401(k) · DOL Form 5500 · 2024
Williamson Street Grocery Co-Op 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 280
- Participants Below avg headcount
- 53rd
- Percentile by assets National rank
- $31,473
- Avg per participant Low balance/head
Official DOL plan name: Willy Street 401(k) Plan · Sponsored by Williamson Street Grocery Co-Op · Wisconsin · Retail Trade
$9M in assets, 280 participants
Williamson Street Grocery Co-Op's Willy Street 401(k) Plan reported $9M in total assets and 280 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #5,105 in Retail Trade (8,048 peers)
Coverage in Wisconsin
Willy Street 401(k) Plan covers 280 participants in Wisconsin, about 50% of the average Wisconsin filer (state average ~563 per filing). Assets: $9M.
- #5,105
- in Retail Trade (8,048 peers)
- +19.2%
- assets growth YoY
Willy Street 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Willy Street 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,812,394 Top 47% higher than 53% 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
Willy Street 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. Willy Street 401(k) Plan sits mid-pack in the medium band (280 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Willy Street 401(k) Plan reported participants rose from 233 in the plan year 2023 filing to 280 in the plan year 2024 filing.
- Willy Street 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Willy Street 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 391191600 · Williamson Street Grocery Co-Op PY 2024 · 401(k)
Willy Street 401(k) Plan · $9M · 280 · 53rd
- BOY $9M
- SCH 280
- EBSA 53rd
- PART 401(k)
- TYPE near Korber Pharma Packaging Materials LLC 401(k) Plan
- NET ind #5105
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 Wisconsin →
Willy Street 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 391191600 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Williamson Street Grocery Co-Op)
Sponsor-wide plan assets over time
All Williamson Street Grocery Co-Op plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 44.59428284146894% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 245 | $6M |
| 2023 | 1 | 233 | $7M |
| 2024 | 1 | 280 | $9M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Willy Street 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Korber Pharma Packaging Materials LLC 401(k) Plan in NJ ($9M); by covered participants it is T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan in PA (280 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (280 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.