401(k) · DOL Form 5500 · 2024

Willis Cadillac, Inc. 401(k) Plan

Data updated 2026-08-11

$45M
Total assets
469
Participants
83rd
Percentile by assets
$96,224
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Willis Cadillac, Inc. Retirement Plan · Sponsored by Willis Cadillac, Inc. · Iowa · Retail Trade

$45M in assets, 469 participants

Willis Cadillac, Inc.'s Willis Cadillac, Inc. Retirement Plan reported $45M in total assets and 469 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 123,622 plans)
  • #7,274 in Retail Trade (8,048 peers)

Where Willis Cadillac, Inc. Retirement Plan sits by assets

Willis Cadillac, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $45M for 469 participants (~$96,224/participant), up 7.8% in 2024.

$45M
total plan assets (2024 EOY)
469
covered participants
83rd
percentile by assets (of 123,622 plans)
$96,224
avg assets per participant

Where Willis Cadillac, Inc. Retirement Plan sits by total assets

Willis Cadillac, Inc. Retirement Plan vs every filed plan by assets

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

$45,129,042 Top 17% higher than 83% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Willis Cadillac, Inc. Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Willis Cadillac, Inc. Retirement Plan end-of-year assets rose from $42M in the plan year 2023 filing to $45M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Iowa
Industry
Retail Trade

Willis Cadillac, Inc. Retirement Plan vs the 2024 asset distribution

By assets, Willis Cadillac, Inc. Retirement Plan outranks 83% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$45M
Net Income$3M
Employer EIN420800348
Plan Effective Date1967-09-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Willis Cadillac, Inc.)

$41M$42M$43M$44M$45M$46M 20232024 $41.9M $45.1M ▲ +7.8%
Total plan assets by year, all Willis Cadillac, Inc. plans on file
Year Plans Participants Total Assets
2023 1 467 $42M
2024 1 469 $45M

Nearby 401(k) Plans in Iowa

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

Willis Cadillac, Inc. Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Willis Cadillac, Inc…, Total assets ($B): 0.045129042 · Participants: 469Willis Cadillac, Inc…The Principal Select…, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select…The Rsm US LLP Retir…, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retir…Iowa Health System S…, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System S…The Hy-Vee and Affil…, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affil…Transamerica 401(k) …, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) …
Willis Cadillac, Inc. Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Willis Cadillac, Inc. Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Willis Cadillac, Inc. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Willis Cadillac, Inc. Retirement Plan assets move in 2024? ▼
Willis Cadillac, Inc. Retirement Plan grew at a solid clip - up 7.8% during 2024, from $42M to $45M. Reported net income was $3M.
How have Willis Cadillac, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Willis Cadillac, Inc.'s sponsor-wide assets grew 7.8%, from $42M to $45M.
Where does Willis Cadillac, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Willis Cadillac, Inc. Retirement Plan ranks in the 83rd 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 Willis Cadillac, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wisdomtree, Inc 401(k) Retirement Plan in NY ($45M, 197 participants).

Next read for Willis Cadillac, Inc. Retirement Plan

Scale reading

Ways to act on Willis Cadillac, Inc. Retirement Plan's numbers.

  • By total assets, Willis Cadillac, Inc. Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
  • Willis Cadillac, Inc.'s sponsor-wide assets have grown 7.8% since 2023 across 2 plan years on file. More Retail Trade plans

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 420800348.

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.