401(k) · DOL Form 5500 · 2024
The Wills Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 631
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $72,623
- Avg per participant Below avg balance/head
Official DOL plan name: H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan · Sponsored by The Wills Group, Inc. · Maryland · Retail Trade
$46M in assets, 631 participants
The Wills Group, Inc.'s H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan reported $46M in total assets and 631 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #7,280 in Retail Trade (8,048 peers)
Where H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan sits by assets
H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan sits in the top quartile of all filed plans by assets, $46M for 631 participants (~$72,623/participant), up 9.1% in 2024.
- #7,280
- in Retail Trade (8,048 peers)
- +9.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan's outsized position by total assets
H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$45,824,889 Top 17% higher than 83% 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
H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity 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. H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan sits mid-pack in the medium band (631 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan reported participants rose from 464 in the plan year 2023 filing to 631 in the plan year 2024 filing.
- H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan end-of-year assets rose from $42M in the plan year 2023 filing to $46M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 521461039 · The Wills Group, Inc. PY 2024 · 401(k)
H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan · $46M · 631 · 83rd
- PCT $46M
- PCT 631
- PCT 83rd
- PCT 401(k)
- PCT near Kids2 Retirement Salary Savings Plan
- PCT ind #7280
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 Retail Trade retirement plans → · Plans in Maryland →
H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $4M |
| Employer EIN | 521461039 |
| Plan Effective Date | 1953-12-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Wills Group, Inc.)
Sponsor-wide plan assets over time
All The Wills Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 5.3916691645261885% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 329 | $43M |
| 2023 | 2 | 474 | $42M |
| 2024 | 1 | 631 | $46M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Kids2 Retirement Salary Savings Plan in GA ($46M); by covered participants it is Numerator 401(k) Plan in IL (631 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
- Kids2 Retirement Salary Savings Plan (GA) $46M · 240
- Amherst Services Corp. 401(k) Profit Sharing Plan (TX) $46M · 317
- Armhr 401(k) Retirement Plan (NY) $46M · 699
- Aptima, Inc. Sh 401(k) Profit Sharing Plan (MA) $46M · 131
Similar participant headcount
Nearest other-state filings by covered participants (631 participants); asset peers above are excluded.
- Numerator 401(k) Plan (IL) 631 · 0 off
- American Heritage Federal Credit Union 401(k) Plan and Trust (PA) 631 · 0 off
- Marotta Controls, Inc. Employees 401(k) Plan (NJ) 631 · 0 off
- Buckingham Asset Management, LLC 401(k) Profit Sharing Plan (MO) 631 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.