Profit Sharing · DOL Form 5500 · 2024

Willow Brook Christian Services Profit Sharing Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
529
Participants Below avg headcount
60th
Percentile by assets National rank
$22,516
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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 60th 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.

  • #10,972 in Healthcare & Social Assistance (16,916 peers)

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.

#10,972
in Healthcare & Social Assistance (16,916 peers)
+9.8%
assets growth YoY

Willow Brook 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Willow Brook 403(b) Retirement Plan vs every filed plan by assets

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

$11,911,158 Top 40% higher than 60% 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

Willow Brook 403(b) Retirement 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. Willow Brook 403(b) Retirement Plan sits mid-pack in the medium band (529 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

EBSA filing schedule strip

Filing strip 200996799 · Willow Brook Christian Services PY 2024 · Profit Sharing

Willow Brook 403(b) Retirement Plan · $12M · 529 · 60th

  • IND $12M
  • IND 529
  • IND 60th
  • IND Profit Sharing
  • IND near Concepts of Independence, Inc. Supplemental Retirement Plan
  • IND ind #10972

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Willow Brook 403(b) Retirement Plan in the asset neighbourhood

403(b) Thrift Plan for Employees of Family Services of Westchester, Inc.403(b) Thrift Plan for Emplo…$12MProgress Foundation 403(b) Retirement PlanProgress Foundation 403(b) R…$12MStg Partners, LLC 401(k) Plan$12MWillow Brook 403(b) Retirement PlanWillow Brook 403(b) Retireme…$12MConcepts of Independence, Inc. Supplemental Retirement PlanConcepts of Independence, In…$12M
End-of-year total assets ($M) among Willow Brook 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Willow Brook Christian Services multi-year asset trail

Sponsor-wide plan assets over time

All Willow Brook Christian Services plans reported in each filing year

Latest sponsor-wide plan assets
$12M 35.95168397627891% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.76M $11.9M ▲ +36.0%
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 EIN200996799
Plan Effective Date1999-10-01
Filing StatusFILING 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 Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Willow Brook 403(b) Retirement Plan, Total assets ($B): 0.011911158 · Participants: 529Willow Brook 403(b) Retirement PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
Willow Brook 403(b) Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Willow Brook 403(b) Retirement Plan side-by-side with 3 peers →

Willow Brook 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Concepts of Independence, Inc. Supplemental Retirement Plan in NY ($12M); by covered participants it is Windber Medical Center 403(b) Plan in PA (529 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (529 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 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 Concepts of Independence, Inc. Supplemental Retirement Plan in NY ($12M, 4,254 participants).
Which Profit Sharing plans cover a similar participant headcount to Willow Brook 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Windber Medical Center 403(b) Plan in PA (529 participants, $17M 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 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.