401(k) · DOL Form 5500 · 2022

Wood Real Estate Investors, LLC 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
324
Participants Below avg headcount
87th
Percentile by assets National rank
$141,914
Avg per participant Near avg balance/head
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Official DOL plan name: Wood Partners Retirement & Savings Plan · Sponsored by Wood Real Estate Investors, LLC · Georgia · Construction

$46M in assets, 324 participants

Wood Real Estate Investors, LLC's Wood Partners Retirement & Savings Plan reported $46M in total assets and 324 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #8,500 in Construction (9,927 peers)

Coverage in Georgia

Wood Partners Retirement & Savings Plan covers 324 participants in Georgia, about 30% of the average Georgia filer (state average ~1,096 per filing). Assets: $46M.

#8,500
in Construction (9,927 peers)
-5.7%
assets change YoY
0.5×
vs typical plan assets (national mean)

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.

Wood Partners Retirement & Savings Plan's outsized position by total assets

Wood Partners Retirement & Savings Plan vs every filed plan by assets

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

$45,980,039 Top 13% higher than 87% 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 Partners Retirement & Savings 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 Partners Retirement & Savings Plan sits mid-pack in the medium band (324 participants).

Form 5500 schedule snapshot

Filing strip 582385765 · Wood Real Estate Investors, LLC PY 2022 · 401(k)

Wood Partners Retirement & Savings Plan · $46M · 324 · 87th

  • IND $46M
  • EOY 324
  • 5500 87th
  • ASSETS 401(k)
  • PCT near Nilan Johnson Lewis PA 401(k) Savings Plan
  • EIN ind #8500

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 Construction retirement plans → · Plans in Georgia →

Wood Partners Retirement & Savings Plan in the asset neighbourhood

Pioneer Title Agency, Inc. 401(k) PlanPioneer Title Agency, Inc. 4…$46MSphera Solutions Inc. 401(k) PlanSphera Solutions Inc. 401(k)…$46MWood Partners Retirement & Savings PlanWood Partners Retirement & S…$46MNilan Johnson Lewis PA 401(k) Savings PlanNilan Johnson Lewis PA 401(k…$46MBest Friends Animal Society 401(k) Savings PlanBest Friends Animal Society …$46M
End-of-year total assets ($M) among Wood Partners Retirement & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$46M
Net Income-$3M
Employer EIN582385765
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wood Real Estate Investors, LLC)

Sponsor-wide plan assets over time

All Wood Real Estate Investors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$74M 61.77894716444238% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $46M $74.4M ▲ +61.8%
Year Plans Participants Total Assets
2022 1 324 $46M
2023 1 418 $60M
2024 1 449 $74M

Nearby 401(k) Plans in Georgia

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

Wood Partners Retirement & Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Wood Partners Retirement & Savings Plan, Total assets ($B): 0.045980039 · Participants: 324Wood Partners Retirement & Savings PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Wood Partners Retirement & Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Wood Partners Retirement & Savings Plan side-by-side with 3 peers →

Wood Partners Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Nilan Johnson Lewis PA 401(k) Savings Plan in MN ($46M); by covered participants it is Preston Memorial Hospital 403 (B) Plan in WV (324 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (324 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 Partners Retirement & Savings Plan assets move in 2022? ▼
Wood Partners Retirement & Savings Plan pulled back noticeably - down 5.7% during 2022, from $49M to $46M. Reported net income was -$3M.
How have Wood Real Estate Investors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wood Real Estate Investors, LLC's sponsor-wide assets grew 61.8%, from $46M to $74M.
Where does Wood Partners Retirement & Savings Plan rank by assets among Form 5500 filers? ▼
Wood Partners Retirement & Savings Plan ranks in the 87th 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 Partners Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nilan Johnson Lewis PA 401(k) Savings Plan in MN ($46M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Wood Partners Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preston Memorial Hospital 403 (B) Plan in WV (324 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 582385765.

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.