401(k) · DOL Form 5500 · 2024

Willowbridge Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
30
Participants Small participant base
86th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Willowbridge Associates, Inc. 401(k) Plan · Sponsored by Willowbridge Associates, Inc. · New Jersey · Finance & Insurance

$59M in assets, 30 participants

Willowbridge Associates, Inc.'s Willowbridge Associates, Inc. 401(k) Plan reported $59M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,691 in Finance & Insurance (8,549 peers)

Where Willowbridge Associates, Inc. 401(k) Plan sits by assets

Willowbridge Associates, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $59M for 30 participants (~$2.0M/participant), up 8.5% in 2024.

#6,691
in Finance & Insurance (8,549 peers)
+8.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Willowbridge Associates, Inc. 401(k) Plan's outsized position by total assets

Willowbridge Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$59,314,553 Top 14% higher than 86% 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

Willowbridge Associates, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willowbridge Associates, Inc. 401(k) Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Willowbridge Associates, Inc. 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Willowbridge Associates, Inc. 401(k) Plan end-of-year assets rose from $55M in the plan year 2023 filing to $59M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 222886223 · Willowbridge Associates, Inc. PY 2024 · 401(k)

Willowbridge Associates, Inc. 401(k) Plan · $59M · 30 · 86th

  • PCT $59M
  • PCT 30
  • PCT 86th
  • PCT 401(k)
  • PCT near Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement
  • PCT ind #6691

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Willowbridge Associates, Inc. 401(k) Plan in the asset neighbourhood

Armstrong Relocation & Companies, LLC 401(k) PlanArmstrong Relocation & Compa…$59MWold Architects & Engineers 401(k) Profit Sharing PlanWold Architects & Engineers …$59MCole, Scott & Kissane, PA 401(k) PlanCole, Scott & Kissane, PA 40…$59MOsborn Maledon, P.a. Defined Contribution Prototype Plan and Trust AgreementOsborn Maledon, P.a. Defined…$59MWillowbridge Associates, Inc. 401(k) PlanWillowbridge Associates, Inc…$59M
End-of-year total assets ($M) among Willowbridge Associates, Inc. 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)$55M
Net Assets (End of Year)$59M
Net Income$5M
Employer EIN222886223
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willowbridge Associates, Inc.)

Sponsor-wide plan assets over time

All Willowbridge Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 19.65308513729647% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $49.6M $59.3M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 37 $50M
2023 1 30 $55M
2024 1 30 $59M

Nearby 401(k) Plans in New Jersey

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

Willowbridge Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Willowbridge Associates, Inc. 401(k) Plan, Total assets ($B): 0.059314553 · Participants: 30Willowbridge Associates, Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Willowbridge Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Willowbridge Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Willowbridge Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement in AZ ($59M); by covered participants it is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Willowbridge Associates, Inc. 401(k) Plan assets move in 2024? ▼
Willowbridge Associates, Inc. 401(k) Plan grew at a solid clip - up 8.5% during 2024, from $55M to $59M. Reported net income was $5M.
How have Willowbridge Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willowbridge Associates, Inc.'s sponsor-wide assets grew 19.7%, from $50M to $59M.
Where does Willowbridge Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Willowbridge Associates, Inc. 401(k) Plan ranks in the 86th 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 Willowbridge Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement in AZ ($59M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Willowbridge Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants, $1M 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 222886223.

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.