401(k) · DOL Form 5500 · 2022

Woodlands Bank 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
110
Participants Small participant base
62nd
Percentile by assets National rank
$78,680
Avg per participant Below avg balance/head
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Official DOL plan name: Woodlands Bank Retirement and Investment Plan · Sponsored by Woodlands Bank · Pennsylvania · Finance & Insurance

$9M in assets, 110 participants

Woodlands Bank's Woodlands Bank Retirement and Investment Plan reported $9M in total assets and 110 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,195 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Woodlands Bank Retirement and Investment Plan covers 110 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.

#4,195
in Finance & Insurance (9,261 peers)
-27.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Woodlands Bank Retirement and Investment Plan's mid-pack asset rank among Finance & Insurance and all filers

Woodlands Bank Retirement and Investment Plan vs every filed plan by assets

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

$8,654,829 Top 38% higher than 62% 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

Woodlands Bank Retirement and Investment 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. Woodlands Bank Retirement and Investment Plan sits mid-pack in the medium band (110 participants).

EBSA filing schedule strip

Filing strip 232579286 · Woodlands Bank PY 2022 · 401(k)

Woodlands Bank Retirement and Investment Plan · $9M · 110 · 62nd

  • TYPE $9M
  • TYPE 110
  • TYPE 62nd
  • TYPE 401(k)
  • TYPE near Valo Health Retirement Saving Plan
  • TYPE ind #4195

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 Pennsylvania →

Woodlands Bank Retirement and Investment Plan in the asset neighbourhood

Brook Furniture Rental, Inc. 401(k) Savings PlanBrook Furniture Rental, Inc.…$9MWoodlands Bank Retirement and Investment PlanWoodlands Bank Retirement an…$9MValo Health Retirement Saving PlanValo Health Retirement Savin…$9MToxstrategies 401(k) Plan$9MYoung Truck Sales, Inc. 401 (K) PlanYoung Truck Sales, Inc. 401 …$9M
End-of-year total assets ($M) among Woodlands Bank Retirement and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$9M
Net Income-$3M
Employer EIN232579286
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Woodlands Bank)

Sponsor-wide plan assets over time

All Woodlands Bank plans reported in each filing year

Latest sponsor-wide plan assets
$12M 37.72216643448415% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.65M $11.9M ▲ +37.8%
Year Plans Participants Total Assets
2022 1 110 $9M
2023 1 110 $10M
2024 1 106 $12M

Nearby 401(k) Plans in Pennsylvania

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

Woodlands Bank Retirement and Investment Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Woodlands Bank Retirement and Investment Plan, Total assets ($B): 0.008654829 · Participants: 110Woodlands Bank Retirement and Investment PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Woodlands Bank Retirement and Investment Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Woodlands Bank Retirement and Investment Plan side-by-side with 3 peers →

Woodlands Bank Retirement and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Valo Health Retirement Saving Plan in MA ($9M); by covered participants it is Mahajan Therapeutics, Llc401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Woodlands Bank Retirement and Investment Plan assets move in 2022? ▼
Woodlands Bank Retirement and Investment Plan declined sharply - down 27.1% during 2022, from $12M to $9M. Reported net income was -$3M.
How have Woodlands Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodlands Bank's sponsor-wide assets grew 37.7%, from $9M to $12M.
Which 401(k) plans are similar in size to Woodlands Bank Retirement and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valo Health Retirement Saving Plan in MA ($9M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Woodlands Bank Retirement and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mahajan Therapeutics, Llc401(k) Plan in OH (110 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 232579286.

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.