401(k) · DOL Form 5500 · 2024

Willis Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
175
Participants Small participant base
54th
Percentile by assets National rank
$53,638
Avg per participant Low balance/head
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Official DOL plan name: Willis Enterprises, Inc. 401(k) P/S Plan · Sponsored by Willis Enterprises, Inc. · Washington · Professional & Technical Services

$9M in assets, 175 participants

Willis Enterprises, Inc.'s Willis Enterprises, Inc. 401(k) P/S Plan reported $9M in total assets and 175 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,619 in Professional & Technical Services (20,173 peers)

Coverage in Washington

Willis Enterprises, Inc. 401(k) P/S Plan covers 175 participants in Washington, about 12% of the average Washington filer (state average ~1,476 per filing). Assets: $9M.

#10,619
in Professional & Technical Services (20,173 peers)
+19.5%
assets growth YoY

Willis Enterprises, Inc. 401(k) P/S Plan's mid-pack asset rank among Professional & Technical Services and all filers

Willis Enterprises, Inc. 401(k) P/S Plan vs every filed plan by assets

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

$9,386,593 Top 46% higher than 54% 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

Willis Enterprises, Inc. 401(k) P/S 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. Willis Enterprises, Inc. 401(k) P/S Plan sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Willis Enterprises, Inc. 401(k) P/S Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Willis Enterprises, Inc. 401(k) P/S Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Willis Enterprises, Inc. 401(k) P/S Plan reported participants fell from 185 in the plan year 2023 filing to 175 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 911383677 · Willis Enterprises, Inc. PY 2024 · 401(k)

Willis Enterprises, Inc. 401(k) P/S Plan · $9M · 175 · 54th

  • TYPE $9M
  • NET 175
  • BOOK 54th
  • VS-ST 401(k)
  • BOY near Dolfintech 401(k) Plan
  • SCH ind #10619

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 Professional & Technical Services retirement plans → · Plans in Washington →

Willis Enterprises, Inc. 401(k) P/S Plan in the asset neighbourhood

Willis Enterprises, Inc. 401(k) P/S PlanWillis Enterprises, Inc. 401…$9MDolfintech 401(k) Plan$9MSuperior Bindery, Inc. 401(k) PlanSuperior Bindery, Inc. 401(k…$9MFlorida Eye Associates, Inc. 401(k) PlanFlorida Eye Associates, Inc.…$9MMetro Storage LLC 401(k) Plan$9M
End-of-year total assets ($M) among Willis Enterprises, Inc. 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN911383677
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willis Enterprises, Inc.)

Sponsor-wide plan assets over time

All Willis Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 54.47042339929315% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.08M $9.39M ▲ +54.4%
Year Plans Participants Total Assets
2022 1 170 $6M
2023 1 185 $8M
2024 1 175 $9M

Nearby 401(k) Plans in Washington

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

Willis Enterprises, Inc. 401(k) P/S Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Willis Enterprises, Inc. 401(k) P/S Plan, Total assets ($B): 0.009386593 · Participants: 175Willis Enterprises, Inc. 401(k) P/S PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Willis Enterprises, Inc. 401(k) P/S Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Willis Enterprises, Inc. 401(k) P/S Plan side-by-side with 3 peers →

Willis Enterprises, Inc. 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Dolfintech 401(k) Plan in TX ($9M); by covered participants it is Robbins, Inc. Employees' Retirement Savings Plan in OH (175 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 (175 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 Willis Enterprises, Inc. 401(k) P/S Plan assets move in 2024? ▼
Willis Enterprises, Inc. 401(k) P/S Plan grew sharply - up 19.5% during 2024, from $8M to $9M. Reported net income was $2M.
How have Willis Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willis Enterprises, Inc.'s sponsor-wide assets grew 54.5%, from $6M to $9M.
Which 401(k) plans are similar in size to Willis Enterprises, Inc. 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dolfintech 401(k) Plan in TX ($9M, 1,338 participants).
Which 401(k) plans cover a similar participant headcount to Willis Enterprises, Inc. 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Robbins, Inc. Employees' Retirement Savings Plan in OH (175 participants, $13M 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 911383677.

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.