401(k) · DOL Form 5500 · 2024
Willowwood Global, LLC 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 173
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $133,859
- Avg per participant Near avg balance/head
Official DOL plan name: Willowwood Global, LLC Profit Sharing Plan · Sponsored by Willowwood Global, LLC · Ohio · Manufacturing
$23M in assets, 173 participants
Willowwood Global, LLC's Willowwood Global, LLC Profit Sharing Plan reported $23M in total assets and 173 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #11,218 in Manufacturing (17,777 peers)
Coverage in Ohio
Willowwood Global, LLC Profit Sharing Plan covers 173 participants in Ohio, about 23% of the average Ohio filer (state average ~765 per filing). Assets: $23M.
- #11,218
- in Manufacturing (17,777 peers)
- +18.8%
- assets growth YoY
Willowwood Global, LLC Profit Sharing Plan's outsized position by total assets
Willowwood Global, LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,157,565 Top 27% higher than 73% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Willowwood Global, LLC 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. Willowwood Global, LLC Profit Sharing Plan sits mid-pack in the medium band (173 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Willowwood Global, LLC Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Willowwood Global, LLC Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Willowwood Global, LLC Profit Sharing Plan reported participants fell from 176 in the plan year 2023 filing to 173 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 834525073 · Willowwood Global, LLC PY 2024 · 401(k)
Willowwood Global, LLC Profit Sharing Plan · $23M · 173 · 73rd
- RANK $23M
- PHOTO 173
- IND 73rd
- EOY 401(k)
- 5500 near The Graham Companies 401(k) Plan
- ASSETS ind #11218
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 Manufacturing retirement plans → · Plans in Ohio →
Willowwood Global, LLC Profit Sharing Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $4M |
| Employer EIN | 834525073 |
| Plan Effective Date | 1979-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Willowwood Global, LLC)
Sponsor-wide plan assets over time
All Willowwood Global, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 38.92089824563929% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 134 | $17M |
| 2023 | 1 | 176 | $19M |
| 2024 | 1 | 173 | $23M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Willowwood Global, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is The Graham Companies 401(k) Plan in FL ($23M); by covered participants it is Gray & Skyler Electric Companies 401(k) Plan in CA (173 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- The Graham Companies 401(k) Plan (FL) $23M · 291
- Barrio 401(k) Plan (TX) $23M · 804
- Nelson & Pope 401(k) Plan (NY) $23M · 97
- Dss Sustainable Solutions USA, Inc Retirement Savings Plan (VA) $23M · 111
Similar participant headcount
Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.
- Gray & Skyler Electric Companies 401(k) Plan (CA) 173 · 0 off
- Ims Logistics 401(k) Employee Retirement Plan (MS) 173 · 0 off
- Milo's Hamburgers 401(k) Plan (AL) 173 · 0 off
- Davenport Companies 401(k) Profit Sharing Plan (MA) 173 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.