401(k) · DOL Form 5500 · 2024

C. Willis Holdings Incorporated 401(k) Plan

Data updated 2026-08-25

$314K
Total assets Small plan by assets
1
Participants Small participant base
14th
Percentile by assets National rank
$313,631
Avg per participant High balance/head
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Official DOL plan name: Willis Holdings 401(k) · Sponsored by C. Willis Holdings Incorporated · Georgia · Management of Enterprises

$314K in assets, 1 participants

C. Willis Holdings Incorporated's Willis Holdings 401(k) reported $314K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #118 in Management of Enterprises (1,133 peers)

C. Willis Holdings Incorporated multi-year trail

C. Willis Holdings Incorporated's plans moved +176.9% in assets from 2023 to 2024; this filing shows Willis Holdings 401(k) at $314K / 1 participant.

#118
in Management of Enterprises (1,133 peers)
+176.9%
assets growth YoY

Willis Holdings 401(k) among the smaller filed plans by assets

Willis Holdings 401(k) vs every filed plan by assets

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

$313,631 14th percentile higher than 14% 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

Willis Holdings 401(k) among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willis Holdings 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Willis Holdings 401(k) end-of-year assets rose from $113K in the plan year 2023 filing to $314K in the plan year 2024 filing.
  • Willis Holdings 401(k) reported net income rose from $113K in the plan year 2023 filing to $200K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 933131606 · C. Willis Holdings Incorporated PY 2024 · 401(k)

Willis Holdings 401(k) · $314K · 1 · 14th

  • ASSETS $314K
  • ASSETS 1
  • ASSETS 14th
  • ASSETS 401(k)
  • ASSETS near Hfgb Investments, Inc. 401(k) Plan
  • ASSETS ind #118

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 Management of Enterprises retirement plans → · Plans in Georgia →

Willis Holdings 401(k) in the asset neighbourhood

Willis Holdings 401(k)$314KHfgb Investments, Inc. 401(k) PlanHfgb Investments, Inc. 401(k…$314KGuardian Senior Care, Inc. 401(k) Profit Sharing PlanGuardian Senior Care, Inc. 4…$314KFern Woods Retirement Plan$314KYoung Scholars 401(k) Profit Sharing PlanYoung Scholars 401(k) Profit…$314K
End-of-year total assets ($M) among Willis Holdings 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

C. Willis Holdings Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All C. Willis Holdings Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$314K 176.91730385491533% vs 2023
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 20232024 $0.11M $0.31M ▲ +181.8%
Year Plans Participants Total Assets
2023 1 1 $113K
2024 1 1 $314K

C. Willis Holdings Incorporated filing trail (2024)

Total Assets (Beginning of Year)$113K
Net Assets (End of Year)$314K
Net Income$200K
Employer EIN933131606
Plan Effective Date2023-08-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Willis Holdings 401(k) vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Willis Holdings 401(k), Total assets ($B): 0.000313631 · Participants: 1Willis Holdings 401(k)The Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Willis Holdings 401(k) vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Willis Holdings 401(k) side-by-side with 3 peers →

Willis Holdings 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Hfgb Investments, Inc. 401(k) Plan in VA ($314K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($314K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Willis Holdings 401(k) assets move in 2024? ▼
Willis Holdings 401(k) surged - up 176.9% during 2024, from $113K to $314K. Reported net income was $200K.
How have C. Willis Holdings Incorporated plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), C. Willis Holdings Incorporated's sponsor-wide assets grew 176.9%, from $113K to $314K.
Where does Willis Holdings 401(k) rank by assets among Form 5500 filers? ▼
Willis Holdings 401(k) ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Willis Holdings 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Hfgb Investments, Inc. 401(k) Plan in VA ($314K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Willis Holdings 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 933131606.

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.