401(k) · DOL Form 5500 · 2024
Willow Bend Mortgage Company, LLC 401(k) Plan
Data updated 2026-08-11
- $55M
- Total assets
- 1,307
- Participants
- 85th
- Percentile by assets
- $41,839
- Avg per participant
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.
- 85th percentile by assets (of 123,622 plans)
- #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.
- $55M
- total plan assets (2024 EOY)
- 1,307
- covered participants
- 85th
- percentile by assets (of 123,622 plans)
- $41,839
- avg assets per participant
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.
Shaddock Companies 401(k) Plan vs the 2024 asset distribution
By assets, Shaddock Companies 401(k) Plan outranks 85% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $10M |
| Employer EIN | 752511480 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Willow Bend Mortgage Company, LLC)
| 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
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Shaddock Companies 401(k) Plan by total assets, not by location.
- Dental365 401(k) Plan (NY) $55M · 1,462
- Rheem Manufacturing Company 401(k) Plan (GA) $55M · 981
- Cosco Fire Protection, Inc. 401(k) Savings Plan (CA) $55M · 448
- 401(k) Plan for Employees of Revere Copper Products, Inc. (NY) $55M · 358
Frequently Asked Questions
How did Shaddock Companies 401(k) Plan assets move in 2024? ▼
How have Willow Bend Mortgage Company, LLC plan assets changed over time? ▼
Where does Shaddock Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Shaddock Companies 401(k) Plan? ▼
Next read for Shaddock Companies 401(k) Plan
Scale reading
Ways to act on Shaddock Companies 401(k) Plan's numbers.
- By total assets, Shaddock Companies 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Willow Bend Mortgage Company, LLC's sponsor-wide assets have grown 49.9% since 2022 across 3 plan years on file. More Finance & Insurance plans