401(k) · DOL Form 5500 · 2022

Wood Rodgers, Inc 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
317
Participants Below avg headcount
88th
Percentile by assets National rank
$157,189
Avg per participant Above avg balance/head
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Official DOL plan name: Wood Rodgers 401(k) Plan · Sponsored by Wood Rodgers, Inc · California · Professional & Technical Services

$50M in assets, 317 participants

Wood Rodgers, Inc's Wood Rodgers 401(k) Plan reported $50M in total assets and 317 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #19,198 in Professional & Technical Services (21,562 peers)

Where Wood Rodgers 401(k) Plan sits by assets

Wood Rodgers 401(k) Plan sits in the top quartile of all filed plans by assets, $50M for 317 participants (~$157,189/participant), down 12.9% in 2022.

#19,198
in Professional & Technical Services (21,562 peers)
-12.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wood Rodgers 401(k) Plan's outsized position by total assets

Wood Rodgers 401(k) Plan vs every filed plan by assets

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

$49,828,956 Top 12% higher than 88% 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 Rodgers 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wood Rodgers 401(k) Plan sits mid-pack in the medium band (317 participants).

EBSA filing schedule strip

Filing strip 911762478 · Wood Rodgers, Inc PY 2022 · 401(k)

Wood Rodgers 401(k) Plan · $50M · 317 · 88th

  • SCH $50M
  • SCH 317
  • SCH 88th
  • SCH 401(k)
  • SCH near Beasley, Allen, Crow, Methvin, Portis & Miles, PC 401(k) Profit Sharing Plan
  • SCH ind #19198

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 Professional & Technical Services retirement plans → · Plans in California →

Wood Rodgers 401(k) Plan in the asset neighbourhood

Liquidity Services, Inc. 401(k) Profit Sharing PlanLiquidity Services, Inc. 401…$50MAtwell, LLC Savings and Profit Sharing PlanAtwell, LLC Savings and Prof…$50MWood Rodgers 401(k) Plan$50MBeasley, Allen, Crow, Methvin, Portis & Miles, PC 401(k) Profit Sharing PlanBeasley, Allen, Crow, Methvi…$50MKb&r 401(k) Profit Sharing Plan and TrustKb&r 401(k) Profit Sharing P…$50M
End-of-year total assets ($M) among Wood Rodgers 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$50M
Net Income-$7M
Employer EIN911762478
Plan Effective Date1998-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Wood Rodgers, Inc)

Sponsor-wide plan assets over time

All Wood Rodgers, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$70M 40.37855418845219% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $49.8M $70M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 317 $50M
2023 1 323 $61M
2024 1 294 $70M

Nearby 401(k) Plans in California

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

Wood Rodgers 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wood Rodgers 401(k) Plan, Total assets ($B): 0.049828956 · Participants: 317Wood Rodgers 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Wood Rodgers 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wood Rodgers 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Beasley, Allen, Crow, Methvin, Portis & Miles, PC 401(k) Profit Sharing Plan in AL ($50M); by covered participants it is Skybridge Resources, LLC 401(k) Plan in FL (317 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (317 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 Rodgers 401(k) Plan assets move in 2022? ▼
Wood Rodgers 401(k) Plan pulled back noticeably - down 12.9% during 2022, from $57M to $50M. Reported net income was -$7M.
How have Wood Rodgers, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wood Rodgers, Inc's sponsor-wide assets grew 40.4%, from $50M to $70M.
Where does Wood Rodgers 401(k) Plan rank by assets among Form 5500 filers? ▼
Wood Rodgers 401(k) Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wood Rodgers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beasley, Allen, Crow, Methvin, Portis & Miles, PC 401(k) Profit Sharing Plan in AL ($50M, 222 participants).
Which 401(k) plans cover a similar participant headcount to Wood Rodgers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skybridge Resources, LLC 401(k) Plan in FL (317 participants, $2M 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 911762478.

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.