401(k) · DOL Form 5500 · 2024
Willis Construction Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 81
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $741,813
- Avg per participant High balance/head
Official DOL plan name: Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan · Sponsored by Willis Construction Company, Inc. · California · Construction
$60M in assets, 81 participants
Willis Construction Company, Inc.'s Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan reported $60M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #7,611 in Construction (9,039 peers)
Where Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan sits by assets
Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan sits in the top quartile of all filed plans by assets, $60M for 81 participants (~$741,813/participant), up 0.6% in 2024.
- #7,611
- in Construction (9,039 peers)
- +0.6%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan's outsized position by total assets
Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$60,086,883 Top 14% higher than 86% 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
Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan is a small filing (81 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan reported net income rose from -$1M in the plan year 2023 filing to $887K in the plan year 2024 filing.
- Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan reported participants fell from 117 in the plan year 2023 filing to 81 in the plan year 2024 filing.
- Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan end-of-year assets rose from $60M in the plan year 2023 filing to $60M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 942554397 · Willis Construction Company, Inc. PY 2024 · 401(k)
Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan · $60M · 81 · 86th
- 5500 $60M
- 5500 81
- 5500 86th
- 5500 401(k)
- 5500 near Arkansas Heart Hospital 401(k) Plan
- 5500 ind #7611
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 Construction retirement plans → · Plans in California →
Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $887K |
| Employer EIN | 942554397 |
| Plan Effective Date | 1979-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Willis Construction Company, Inc.)
Sponsor-wide plan assets over time
All Willis Construction Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $60M 2.01464044723562% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $61M |
| 2023 | 1 | 117 | $60M |
| 2024 | 1 | 81 | $60M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Willis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Arkansas Heart Hospital 401(k) Plan in AR ($60M); by covered participants it is Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan in CT (81 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
- Arkansas Heart Hospital 401(k) Plan (AR) $60M · 1,445
- The Contractors Retirement Plan (TX) $60M · 217
- Zrs Management, LLC 401(k) Profit Sharing Plan (FL) $60M · 1,667
- Cumberland Packing Corp. 401(k) Profit Sharing Plan (NY) $60M · 140
Similar participant headcount
Nearest other-state filings by covered participants (81 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.