401(k) · DOL Form 5500 · 2024

Willow Bend Mortgage Company, LLC 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
1,307
Participants Near avg headcount
85th
Percentile by assets National rank
$41,839
Avg per participant Low balance/head
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Official DOL plan name: Shaddock Companies 401(k) Plan · Sponsored by Willow Bend Mortgage Company, LLC · Texas · Finance & Insurance

$55M in assets, 1,307 participants

Willow Bend Mortgage Company, LLC's Shaddock Companies 401(k) Plan reported $55M in total assets and 1,307 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,578 in Finance & Insurance (8,549 peers)

Where Shaddock Companies 401(k) Plan sits by assets

Shaddock Companies 401(k) Plan sits in the top quartile of all filed plans by assets, $55M for 1,307 participants (~$41,839/participant), up 22.4% in 2024.

#6,578
in Finance & Insurance (8,549 peers)
+22.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Shaddock Companies 401(k) Plan's outsized position by total assets

Shaddock Companies 401(k) Plan vs every filed plan by assets

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

$54,683,196 Top 15% higher than 85% 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

Shaddock Companies 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shaddock Companies 401(k) Plan lands in the large band (1,307 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shaddock Companies 401(k) Plan end-of-year assets rose from $45M in the plan year 2023 filing to $55M in the plan year 2024 filing.
  • Shaddock Companies 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Shaddock Companies 401(k) Plan reported participants fell from 1,456 in the plan year 2023 filing to 1,307 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 752511480 · Willow Bend Mortgage Company, LLC PY 2024 · 401(k)

Shaddock Companies 401(k) Plan · $55M · 1,307 · 85th

  • EBSA $55M
  • PART 1,307
  • TYPE 85th
  • NET 401(k)
  • BOOK near Dental365 401(k) Plan
  • VS-ST ind #6578

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 Finance & Insurance retirement plans → · Plans in Texas →

Shaddock Companies 401(k) Plan in the asset neighbourhood

Shaddock Companies 401(k) PlanShaddock Companies 401(k) Pl…$55MDental365 401(k) Plan$55MRheem Manufacturing Company 401(k) PlanRheem Manufacturing Company …$55MCosco Fire Protection, Inc. 401(k) Savings PlanCosco Fire Protection, Inc. …$55M401(k) Plan for Employees of Revere Copper Products, Inc.401(k) Plan for Employees of…$55M
End-of-year total assets ($M) among Shaddock Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$55M
Net Income$10M
Employer EIN752511480
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willow Bend Mortgage Company, LLC)

Sponsor-wide plan assets over time

All Willow Bend Mortgage Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$55M 49.86665716580017% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $36.5M $54.7M ▲ +49.8%
Year Plans Participants Total Assets
2022 1 1,689 $36M
2023 1 1,456 $45M
2024 1 1,307 $55M

Nearby 401(k) Plans in Texas

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

Shaddock Companies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Shaddock Companies 401(k) Plan, Total assets ($B): 0.054683196 · Participants: 1307Shaddock Companies 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Shaddock Companies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Shaddock Companies 401(k) Plan side-by-side with 3 peers →

Shaddock Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Dental365 401(k) Plan in NY ($55M); by covered participants it is Pgw Auto Glass, LLC 401(k) Plan in PA (1,307 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,307 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 Shaddock Companies 401(k) Plan assets move in 2024? ▼
Shaddock Companies 401(k) Plan grew sharply - up 22.4% during 2024, from $45M to $55M. Reported net income was $10M.
How have Willow Bend Mortgage Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willow Bend Mortgage Company, LLC's sponsor-wide assets grew 49.9%, from $36M to $55M.
Where does Shaddock Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Shaddock Companies 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shaddock Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dental365 401(k) Plan in NY ($55M, 1,462 participants).
Which 401(k) plans cover a similar participant headcount to Shaddock Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pgw Auto Glass, LLC 401(k) Plan in PA (1,307 participants, $27M 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 752511480.

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.