401(k) · DOL Form 5500 · 2024
Willowtree, LLC 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 665
- Participants Below avg headcount
Official DOL plan name: Willowtree 401(k) Profit Sharing Plan · Sponsored by Willowtree, LLC · Virginia · Professional & Technical Services
N/A in assets, 665 participants
Willowtree, LLC's Willowtree 401(k) Profit Sharing Plan reported N/A in total assets and 665 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2024 filing shows
Willowtree 401(k) Profit Sharing Plan holds N/A for 665 participants.
- $6M
- reported net income
Willowtree 401(k) Profit Sharing 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. Willowtree 401(k) Profit Sharing Plan sits mid-pack in the medium band (665 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Willowtree 401(k) Profit Sharing Plan reported net income fell from $20M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Willowtree 401(k) Profit Sharing Plan reported participants fell from 795 in the plan year 2023 filing to 665 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 260422372 · Willowtree, LLC PY 2024 · 401(k)
Willowtree 401(k) Profit Sharing Plan · N/A · 665
- ASSETS N/A
- ASSETS 665
- ASSETS PY 2024
- ASSETS 401(k)
- ASSETS near Hcl Global Systems 401(k) Plan
- ASSETS $6M
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 Professional & Technical Services retirement plans → · Plans in Virginia →
Filing particulars (2024)
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $6M |
| Employer EIN | 260422372 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Willowtree, LLC)
Sponsor-wide plan assets over time
All Willowtree, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 606 | $42M |
| 2023 | 1 | 795 | $62M |
| 2024 | 1 | 665 | N/A |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Willowtree 401(k) Profit Sharing Plan's closest out-of-state 401(k) peers by headcount
Outside Virginia, the nearest 401(k) by covered participants is Hcl Global Systems 401(k) Plan in MI (665 participants; this filing: 665 participants).
Similar participant headcount
Nearest other-state filings by covered participants (665 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.