Plan5500

R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan — Form 5500 plan (R.C. Willey Home Furnishings)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan is a benefit plan reported by R.C. Willey Home Furnishings under EIN 87-0242145 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,473 participants and $167,064,056 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$166.9MPlan net assets, end of year$166,921,706
Participants2.5KCovered participants reported2,473
Assets / participant$67.6KComputed: assets ÷ participants$67,555 (computed)
Provider compensation$215.3K3 Schedule C provider row(s)$215,329
Plan sponsor
R.C. Willey Home Furnishings
EIN
87-0242145
Plan number
001
Plan type
2
Location
Salt Lake City, UT
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2,473 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$167.1M total assets
Net assets$166.9MLiabilities$142.3K
Money in vs. money out
Total income / additions$39.5M
Total expenses$14.4M
Benefits paid / distributions$14.1M
Contributions
Employer$3.6M
Participant$7.4M
Full reported line items

Net assets

Total assets (EOY)
$167,064,056
Total liabilities (EOY)
$142,350
Net assets (EOY)
$166,921,706
Net assets (BOY)
$141,805,880

Income & contributions

Employer contributions
$3,628,632
Participant contributions
$7,354,576
Total contributions
$11,432,628
Total income / additions
$39,480,488

Expenses & distributions

Benefits paid
$14,132,713
Administrative expenses
$231,949
Total expenses
$14,364,662
Net increase / (decrease)
$25,115,826
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$109.5K
    RECORDKEEPER · Direct $109.5K · Indirect $0
  2. 2
    Strategic Advisors, Inc.$54.3K
    ADVISOR · Direct $54.3K
  3. 3
    Global Retirement Partners LLC$51.6K
    ADVISOR · Direct $51.6K

What to inspect next

Frequently asked questions

Who sponsors the R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan?
R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan is reported as sponsored by R.C. Willey Home Furnishings (EIN 87-0242145, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan?
The latest Form 5500 filing year loaded for R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan is 2023.
How many participants does R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan report?
R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan reports 2,473 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan?
R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan reports $167,064,056 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages