Profit Sharing · DOL Form 5500 · 2022

Woolard Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
13
Participants Small participant base
39th
Percentile by assets National rank
$210,247
Avg per participant Above avg balance/head
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Official DOL plan name: Woolard Enterprises, Inc. Retirement Plan · Sponsored by Woolard Enterprises, Inc. · California · Retail Trade

$3M in assets, 13 participants

Woolard Enterprises, Inc.'s Woolard Enterprises, Inc. Retirement Plan reported $3M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,582 in Retail Trade (9,519 peers)

Woolard Enterprises, Inc. multi-year trail

Woolard Enterprises, Inc.'s plans moved -23.5% in assets from 2022 to 2024; this filing shows Woolard Enterprises, Inc. Retirement Plan at $3M / 13 participants.

#4,582
in Retail Trade (9,519 peers)
+1.0%
assets growth YoY

Woolard Enterprises, Inc. Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Woolard Enterprises, Inc. Retirement Plan vs every filed plan by assets

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

$2,733,206 39th percentile higher than 39% 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

Woolard Enterprises, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Woolard Enterprises, Inc. Retirement Plan is a small filing (13 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 465013018 · Woolard Enterprises, Inc. PY 2022 · Profit Sharing

Woolard Enterprises, Inc. Retirement Plan · $3M · 13 · 39th

  • IND $3M
  • IND 13
  • IND 39th
  • IND Profit Sharing
  • IND near Apis Capital Advisors LLC Profit Sharing Plan & Trust
  • IND ind #4582

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 Retail Trade retirement plans → · Plans in California →

Woolard Enterprises, Inc. Retirement Plan in the asset neighbourhood

Woolard Enterprises, Inc. Retirement PlanWoolard Enterprises, Inc. Re…$3MApis Capital Advisors LLC Profit Sharing Plan & TrustApis Capital Advisors LLC Pr…$3MCoordinated Properties, Inc. Retirement PlanCoordinated Properties, Inc.…$3MBenjamin C.H. Peng Md Profit Sharing Plan and TrustBenjamin C.H. Peng Md Profit…$3MGreenville Womens Clinic PA Profit Sharing PlanGreenville Womens Clinic PA …$3M
End-of-year total assets ($M) among Woolard Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Woolard Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Woolard Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 23.47741077694107% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.73M $2.09M ▼ -23.4%
Year Plans Participants Total Assets
2022 1 13 $3M
2023 1 10 $3M
2024 1 12 $2M

Woolard Enterprises, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$28K
Employer EIN465013018
Plan Effective Date2014-04-25
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Woolard Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Woolard Enterprises, Inc. Retirement Plan, Total assets ($B): 0.002733206 · Participants: 13Woolard Enterprises, Inc. Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Woolard Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Woolard Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

Woolard Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Apis Capital Advisors LLC Profit Sharing Plan & Trust in NY ($3M); by covered participants it is Act Two, Inc., Profit Sharing Plan in AR (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Woolard Enterprises, Inc. Retirement Plan assets move in 2022? ▼
Woolard Enterprises, Inc. Retirement Plan edged up modestly - up 1.0% during 2022, from $3M to $3M. Reported net income was $28K.
How have Woolard Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woolard Enterprises, Inc.'s sponsor-wide assets declined 23.5%, from $3M to $2M.
Which Profit Sharing plans are similar in size to Woolard Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Apis Capital Advisors LLC Profit Sharing Plan & Trust in NY ($3M, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Woolard Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Act Two, Inc., Profit Sharing Plan in AR (13 participants, N/A 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 465013018.

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.