401(k) · DOL Form 5500 · 2024
Willow Tree 401(k) Plan
Data updated 2026-08-25
- $605K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $302,365
- Avg per participant High balance/head
Official DOL plan name: Willow Tree 401(k) Plan · Sponsored by Willow Tree · California · Administrative & Support Services
$605K in assets, 2 participants
Willow Tree's Willow Tree 401(k) Plan reported $605K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #1,801 in Administrative & Support Services (4,368 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Willow Tree 401(k) Plan ranks #1,801 of 4,368 2024 filers by assets (4771% of the sector average)-$605K for 2 participants.
- #1,801
- in Administrative & Support Services (4,368 peers)
- +48.7%
- assets growth YoY
Willow Tree 401(k) Plan among the smaller filed plans by assets
Willow Tree 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$604,729 19th percentile higher than 19% 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
Willow Tree 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willow Tree 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Willow Tree 401(k) Plan reported net income rose from -$599K in the plan year 2023 filing to $198K in the plan year 2024 filing.
- Willow Tree 401(k) Plan reported participants rose from 1 in the plan year 2023 filing to 2 in the plan year 2024 filing.
- Willow Tree 401(k) Plan end-of-year assets rose from $407K in the plan year 2023 filing to $605K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 320532903 · Willow Tree PY 2024 · 401(k)
Willow Tree 401(k) Plan · $605K · 2 · 19th
- EOY $605K
- 5500 2
- ASSETS 19th
- PCT 401(k)
- EIN near Coastal Joe's Inc. 401(k) Plan
- RANK ind #1801
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 Administrative & Support Services retirement plans → · Plans in California →
Willow Tree 401(k) Plan in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $407K |
|---|---|
| Net Assets (End of Year) | $605K |
| Net Income | $198K |
| Employer EIN | 320532903 |
| Plan Effective Date | 2017-05-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Willow Tree)
Sponsor-wide plan assets over time
All Willow Tree plans reported in each filing year
- Latest sponsor-wide plan assets
- $605K 39.88669777391643% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 1 | $407K |
| 2024 | 1 | 2 | $605K |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Willow Tree 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Coastal Joe's Inc. 401(k) Plan in TX ($605K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($605K here).
- Coastal Joe's Inc. 401(k) Plan (TX) $605K · 3
- L3j Enterprises 401(k) (TX) $605K · 1
- Attorneys Insurance Mutual of the South,Rrg 401(k) Plan (AL) $605K · 6
- Jsv Holdings Inc. Retirement Plan (IN) $605K · 5
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.