401(k) · DOL Form 5500 · 2022

Norwood Management, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
148
Participants Small participant base
73rd
Percentile by assets National rank
$103,221
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Norwood Management, Inc. 401(k) Plan · Sponsored by Norwood Management, Inc. · Texas · Real Estate

$15M in assets, 148 participants

Norwood Management, Inc.'s Norwood Management, Inc. 401(k) Plan reported $15M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,359 in Real Estate (5,057 peers)

Coverage in Texas

Norwood Management, Inc. 401(k) Plan covers 148 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $15M.

#4,359
in Real Estate (5,057 peers)
-11.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Norwood Management, Inc. 401(k) Plan's outsized position by total assets

Norwood Management, Inc. 401(k) Plan vs every filed plan by assets

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

$15,276,670 Top 27% higher than 73% 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

Norwood Management, Inc. 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. Norwood Management, Inc. 401(k) Plan sits mid-pack in the medium band (148 participants).

Plan-year Form 5500 strip

Filing strip 760180698 · Norwood Management, Inc. PY 2022 · 401(k)

Norwood Management, Inc. 401(k) Plan · $15M · 148 · 73rd

  • PART $15M
  • TYPE 148
  • NET 73rd
  • BOOK 401(k)
  • VS-ST near Luminar 401(k)
  • BOY ind #4359

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 Real Estate retirement plans → · Plans in Texas →

Norwood Management, Inc. 401(k) Plan in the asset neighbourhood

Norwood Management, Inc. 401(k) PlanNorwood Management, Inc. 401…$15MLuminar 401(k)$15MThe Contractors Retirement PlanThe Contractors Retirement P…$15MModern Dispersions, Inc. 401(k) PlanModern Dispersions, Inc. 401…$15MDealers Warehouse Corporation Profit Sharing PlanDealers Warehouse Corporatio…$15M
End-of-year total assets ($M) among Norwood Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN760180698
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Norwood Management, Inc.)

Sponsor-wide plan assets over time

All Norwood Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 53.62902386449403% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.3M $23.5M ▲ +53.6%
Year Plans Participants Total Assets
2022 1 148 $15M
2023 1 173 $19M
2024 1 157 $23M

Nearby 401(k) Plans in Texas

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

Norwood Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Norwood Management, Inc. 401(k) Plan, Total assets ($B): 0.01527667 · Participants: 148Norwood Management, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Norwood Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Norwood Management, Inc. 401(k) Plan side-by-side with 3 peers →

Norwood Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Luminar 401(k) in FL ($15M); by covered participants it is Variq Corporation 401(k) Plan in MD (148 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Norwood Management, Inc. 401(k) Plan assets move in 2022? ▼
Norwood Management, Inc. 401(k) Plan pulled back noticeably - down 11.2% during 2022, from $17M to $15M. Reported net income was -$2M.
How have Norwood Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norwood Management, Inc.'s sponsor-wide assets grew 53.6%, from $15M to $23M.
Which 401(k) plans are similar in size to Norwood Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Luminar 401(k) in FL ($15M, 446 participants).
Which 401(k) plans cover a similar participant headcount to Norwood Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Variq Corporation 401(k) Plan in MD (148 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 760180698.

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.