401(k) · DOL Form 5500 · 2024

Patrick K Willis Company Inc 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
295
Participants Below avg headcount
50th
Percentile by assets National rank
$25,934
Avg per participant Low balance/head
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Official DOL plan name: P K Willis Company Inc 401(k) Plan · Sponsored by Patrick K Willis Company Inc · California · Administrative & Support Services

$8M in assets, 295 participants

Patrick K Willis Company Inc's P K Willis Company Inc 401(k) Plan reported $8M in total assets and 295 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,103 in Administrative & Support Services (4,368 peers)

Coverage in California

P K Willis Company Inc 401(k) Plan covers 295 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $8M.

#3,103
in Administrative & Support Services (4,368 peers)
+20.9%
assets growth YoY

P K Willis Company Inc 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

P K Willis Company Inc 401(k) Plan vs every filed plan by assets

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

$7,650,439 Top 50% higher than 50% 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

P K Willis Company Inc 401(k) 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. P K Willis Company Inc 401(k) Plan sits mid-pack in the medium band (295 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • P K Willis Company Inc 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • P K Willis Company Inc 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • P K Willis Company Inc 401(k) Plan reported participants rose from 275 in the plan year 2023 filing to 295 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 943394523 · Patrick K Willis Company Inc PY 2024 · 401(k)

P K Willis Company Inc 401(k) Plan · $8M · 295 · 50th

  • 5500 $8M
  • 5500 295
  • 5500 50th
  • 5500 401(k)
  • 5500 near Cardiology and Internal Medicine P.a. Profit Sharing Plan
  • 5500 ind #3103

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 Administrative & Support Services retirement plans → · Plans in California →

P K Willis Company Inc 401(k) Plan in the asset neighbourhood

P K Willis Company Inc 401(k) PlanP K Willis Company Inc 401(k…$8MCardiology and Internal Medicine P.a. Profit Sharing PlanCardiology and Internal Medi…$8MB&s Site Development, LLC 401(k) PlanB&s Site Development, LLC 40…$8MElevate Dental Partners 401(k) PlanElevate Dental Partners 401(…$8MTerre Hill Concrete Products 401(k) Retirement PlanTerre Hill Concrete Products…$8M
End-of-year total assets ($M) among P K Willis Company Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN943394523
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Patrick K Willis Company Inc)

Sponsor-wide plan assets over time

All Patrick K Willis Company Inc plans reported in each filing year

Latest sponsor-wide plan assets
$8M 65.87896387320116% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.61M $7.65M ▲ +65.9%
Year Plans Participants Total Assets
2022 1 281 $5M
2023 1 275 $6M
2024 1 295 $8M

Nearby 401(k) Plans in California

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

P K Willis Company Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants P K Willis Company Inc 401(k) Plan, Total assets ($B): 0.007650439 · Participants: 295P K Willis Company Inc 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
P K Willis Company Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare P K Willis Company Inc 401(k) Plan side-by-side with 3 peers →

P K Willis Company Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cardiology and Internal Medicine P.a. Profit Sharing Plan in MD ($8M); by covered participants it is Sioux Falls Ford, Inc. 401(k) Plan in SD (295 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (295 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 P K Willis Company Inc 401(k) Plan assets move in 2024? ▼
P K Willis Company Inc 401(k) Plan grew sharply - up 20.9% during 2024, from $6M to $8M. Reported net income was $1M.
How have Patrick K Willis Company Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patrick K Willis Company Inc's sponsor-wide assets grew 65.9%, from $5M to $8M.
Which 401(k) plans are similar in size to P K Willis Company Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cardiology and Internal Medicine P.a. Profit Sharing Plan in MD ($8M, 12 participants).
Which 401(k) plans cover a similar participant headcount to P K Willis Company Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sioux Falls Ford, Inc. 401(k) Plan in SD (295 participants, $16M 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 943394523.

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.