Profit Sharing · DOL Form 5500 · 2024

Willow Brook Christian Services Profit Sharing Plan

Data updated 2026-08-06

$12M
Total assets: 529
Participants: 59th
Percentile by assets: $22,516
Avg per participant

Official DOL plan name: Willow Brook 403(b) Retirement Plan · Sponsored by Willow Brook Christian Services · Ohio · Healthcare & Social Assistance

$12M in assets, 529 participants

Willow Brook Christian Services's Willow Brook 403(b) Retirement Plan reported $12M in total assets and 529 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

59th percentile by assets (of 116,472 plans)

Willow Brook Christian Services multi-year trail

Willow Brook Christian Services's plans moved +36.0% in assets from 2022 to 2024; this filing shows Willow Brook 403(b) Retirement Plan at $12M / 529 participants.

$12M
total plan assets (2024 EOY): 529
covered participants: 59th
percentile by assets (of 116,472 plans): $22,516
avg assets per participant

Willow Brook 403(b) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Willow Brook 403(b) Retirement Plan reported participants rose from 462 in the plan year 2023 filing to 529 in the plan year 2024 filing.
Willow Brook 403(b) Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Ohio

Industry

Healthcare & Social Assistance

Willow Brook Christian Services across 3 plan years on file

Across the 3 plan years Willow Brook Christian Services has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $12M, a gain of 36.0%, while reported participants moved from 408 to 529 (+29.7%). Peak year by sponsor assets: 2024 ($12M); trough: 2022 ($9M).

Willow Brook Christian Services multi-year asset trail

Total plan assets by year, all Willow Brook Christian Services plans on file

Year	Plans	Participants	Total Assets
2022	1	408	$9M
2023	1	462	$11M
2024	1	529	$12M

Willow Brook Christian Services filing trail (2024)

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$12M
Net Income	$1M
Employer EIN	200996799
Plan Effective Date	1999-10-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Willow Brook 403(b) Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Cleveland Clinic Investment Pension Plan $1.8B · 51,751
Masterbrand, Inc. Retirement Savings Plan $544M · 6,062
Worthington Steel, Inc. 401(k) Retirement Savings Plan $523M · 2,500
The Employer Retirement Savings Plan - Premier Health Partners $244M · 12,736
Three Rivers Annuity Fund $214M · 960

Compare Willow Brook 403(b) Retirement Plan side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Willow Brook 403(b) Retirement Plan by total assets, not by location.

Stg Partners, LLC 401(k) Plan (CA) $12M · 68
403(b) Thrift Plan for Employees of Family Services of Westchester, Inc. (NY) $12M · 639
Friedman Industries, Inc. Employees' Retirement & 401(k) Plan (TX) $12M · 241
Charles Momper, Inc. Profit Sharing Plan (IN) $12M · 137

Frequently Asked Questions

How did Willow Brook 403(b) Retirement Plan assets move in 2024? ▼

Willow Brook 403(b) Retirement Plan grew at a solid clip - up 9.8% during 2024, from $11M to $12M. Reported net income was $1M.

How have Willow Brook Christian Services plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Willow Brook Christian Services's sponsor-wide assets grew 36.0%, from $9M to $12M.

Which Profit Sharing plans are similar in size to Willow Brook 403(b) Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Stg Partners, LLC 401(k) Plan in CA ($12M, 68 participants).

Next read for Willow Brook 403(b) Retirement Plan

Multi-year trail

Ways to act on Willow Brook 403(b) Retirement Plan's numbers.

By total assets, Willow Brook 403(b) Retirement Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
Willow Brook Christian Services's sponsor-wide assets have grown 36.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance 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 200996799.

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.