401(k) · DOL Form 5500 · 2024

The Will-Burt Company 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
317
Participants Below avg headcount
69th
Percentile by assets National rank
$58,812
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Will-Burt Company Profit Sharing & 401(k) Plan · Sponsored by The Will-Burt Company · Ohio · Manufacturing

$19M in assets, 317 participants

The Will-Burt Company's The Will-Burt Company Profit Sharing & 401(k) Plan reported $19M in total assets and 317 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,318 in Manufacturing (17,777 peers)

Coverage in Ohio

The Will-Burt Company Profit Sharing & 401(k) Plan covers 317 participants in Ohio, about 41% of the average Ohio filer (state average ~765 per filing). Assets: $19M.

#10,318
in Manufacturing (17,777 peers)
+3.7%
assets growth YoY

The Will-Burt Company Profit Sharing & 401(k) Plan's outsized position by total assets

The Will-Burt Company Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$18,643,494 Top 31% higher than 69% 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

The Will-Burt Company Profit Sharing & 401(k) 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. The Will-Burt Company Profit Sharing & 401(k) Plan sits mid-pack in the medium band (317 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Will-Burt Company Profit Sharing & 401(k) Plan reported participants rose from 280 in the plan year 2023 filing to 317 in the plan year 2024 filing.
  • The Will-Burt Company Profit Sharing & 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 340620280 · The Will-Burt Company PY 2024 · 401(k)

The Will-Burt Company Profit Sharing & 401(k) Plan · $19M · 317 · 69th

  • 5500 $19M
  • 5500 317
  • 5500 69th
  • 5500 401(k)
  • 5500 near Sterling Employee Savings Plan
  • 5500 ind #10318

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 →

The Will-Burt Company Profit Sharing & 401(k) Plan in the asset neighbourhood

The Love Companies 401(k) PlanThe Love Companies 401(k) Pl…$19MThe Will-Burt Company Profit Sharing & 401(k) PlanThe Will-Burt Company Profit…$19MSterling Employee Savings PlanSterling Employee Savings Pl…$19MBenchmark, Inc. Savings Plan$19MLinksquares, Inc. 401(k) Plan$19M
End-of-year total assets ($M) among The Will-Burt Company Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$665K
Employer EIN340620280
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Will-Burt Company)

Sponsor-wide plan assets over time

All The Will-Burt Company plans reported in each filing year

Latest sponsor-wide plan assets
$62M 18.09658388930663% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $52.3M $61.7M ▲ +18.1%
Year Plans Participants Total Assets
2022 2 517 $52M
2023 2 529 $55M
2024 2 564 $62M

Nearby 401(k) Plans in Ohio

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

The Will-Burt Company Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Will-Burt Company Profit Sharing & 401(k) Plan, Total assets ($B): 0.018643494 · Participants: 317The Will-Burt Company Profit Sharing & 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
The Will-Burt Company Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Will-Burt Company Profit Sharing & 401(k) Plan side-by-side with 3 peers →

The Will-Burt Company Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Sterling Employee Savings Plan in MA ($19M); by covered participants it is Ace Industries, Inc. 401(k) Profit Sharing Plan in GA (317 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (317 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 The Will-Burt Company Profit Sharing & 401(k) Plan assets move in 2024? ▼
The Will-Burt Company Profit Sharing & 401(k) Plan edged up modestly - up 3.7% during 2024, from $18M to $19M. Reported net income was $665K.
How have The Will-Burt Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Will-Burt Company's sponsor-wide assets grew 18.1%, from $52M to $62M.
Which 401(k) plans are similar in size to The Will-Burt Company Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sterling Employee Savings Plan in MA ($19M, 147 participants).
Which 401(k) plans cover a similar participant headcount to The Will-Burt Company Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ace Industries, Inc. 401(k) Profit Sharing Plan in GA (317 participants, $17M 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 340620280.

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.