401(k) · DOL Form 5500 · 2022

Wood Tarver Financial Group, LLC 401(k) Plan

Data updated 2026-08-25

$693K
Total assets Small plan by assets
6
Participants Small participant base
21st
Percentile by assets National rank
$115,511
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wood Tarver Financial Group 401(k) Plan · Sponsored by Wood Tarver Financial Group, LLC · Idaho · Finance & Insurance

$693K in assets, 6 participants

Wood Tarver Financial Group, LLC's Wood Tarver Financial Group 401(k) Plan reported $693K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,269 in Finance & Insurance (9,261 peers)

Wood Tarver Financial Group, LLC multi-year trail

Wood Tarver Financial Group, LLC's plans moved +29.6% in assets from 2022 to 2024; this filing shows Wood Tarver Financial Group 401(k) Plan at $693K / 6 participants.

#1,269
in Finance & Insurance (9,261 peers)
-58.6%
assets change YoY

The plan reported a net loss of $983K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wood Tarver Financial Group 401(k) Plan among the smaller filed plans by assets

Wood Tarver Financial Group 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$693,066 21st percentile higher than 21% of 139,123 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 2022

Wood Tarver Financial Group 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wood Tarver Financial Group 401(k) Plan is a micro filing (6 participants), the leftmost band.

Published 5500 schedule card

Filing strip 274906041 · Wood Tarver Financial Group, LLC PY 2022 · 401(k)

Wood Tarver Financial Group 401(k) Plan · $693K · 6 · 21st

  • ASSETS $693K
  • PCT 6
  • EIN 21st
  • RANK 401(k)
  • PHOTO near Voltronics Inc. 401(k) Plan
  • IND ind #1269

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 Finance & Insurance retirement plans → · Plans in Idaho →

Wood Tarver Financial Group 401(k) Plan in the asset neighbourhood

Wood Tarver Financial Group 401(k) PlanWood Tarver Financial Group …$693KVoltronics Inc. 401(k) Plan$693KThe Contractors Retirement PlanThe Contractors Retirement P…$693KPrimrose School 401(k) Plan$693KCl & D Graphics, Inc. Profit Sharing 401 (K) PlanCl & D Graphics, Inc. Profit…$693K
End-of-year total assets ($M) among Wood Tarver Financial Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wood Tarver Financial Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Wood Tarver Financial Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$898K 29.63411853993703% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.69M $0.9M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 6 $693K
2023 1 6 $585K
2024 1 5 $898K

Wood Tarver Financial Group, LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$693K
Net Income-$983K
Employer EIN274906041
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Wood Tarver Financial Group 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -50000500010000 -10123 Total assets ($B) Participants Wood Tarver Financial Group 401(k) Plan, Total assets ($B): 0.000693066 · Participants: 6Wood Tarver Financial Group 401(k) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 2.812369388 · Participants: 9161Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 1.939840919 · Participants: 5961Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.118817578 · Participants: 7817Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.693699505 · Participants: 2009Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.536496114 · Participants: 3405Boise Cascade Company Savings Plan
Wood Tarver Financial Group 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Wood Tarver Financial Group 401(k) Plan side-by-side with 3 peers →

Wood Tarver Financial Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Voltronics Inc. 401(k) Plan in IL ($693K); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($693K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wood Tarver Financial Group 401(k) Plan assets move in 2022? ▼
Wood Tarver Financial Group 401(k) Plan contracted severely - down 58.6% during 2022, from $2M to $693K. Reported net income was -$983K.
How have Wood Tarver Financial Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wood Tarver Financial Group, LLC's sponsor-wide assets grew 29.6%, from $693K to $898K.
Where does Wood Tarver Financial Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Wood Tarver Financial Group 401(k) Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Wood Tarver Financial Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Voltronics Inc. 401(k) Plan in IL ($693K, 9 participants).
Which 401(k) plans cover a similar participant headcount to Wood Tarver Financial Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants, $302K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 274906041.

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.