401(k) · DOL Form 5500 · 2022

Tom Wood, Inc. 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
913
Participants Near avg headcount
87th
Percentile by assets National rank
$50,420
Avg per participant Low balance/head
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Official DOL plan name: Tom Wood Group 401(k) Profit Sharing Plan · Sponsored by Tom Wood, Inc. · Indiana · Retail Trade

$46M in assets, 913 participants

Tom Wood, Inc.'s Tom Wood Group 401(k) Profit Sharing Plan reported $46M in total assets and 913 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.

  • #8,863 in Retail Trade (9,519 peers)

Where Tom Wood Group 401(k) Profit Sharing Plan sits by assets

Tom Wood Group 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $46M for 913 participants (~$50,420/participant), down 15.1% in 2022.

#8,863
in Retail Trade (9,519 peers)
-15.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tom Wood Group 401(k) Profit Sharing Plan's outsized position by total assets

Tom Wood Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$46,033,402 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

Tom Wood Group 401(k) Profit Sharing 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. Tom Wood Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (913 participants).

Form 5500 schedule snapshot

Filing strip 351363838 · Tom Wood, Inc. PY 2022 · 401(k)

Tom Wood Group 401(k) Profit Sharing Plan · $46M · 913 · 87th

  • 5500 $46M
  • 5500 913
  • 5500 87th
  • 5500 401(k)
  • 5500 near Summit Companies 401(k) Profit Sharing Plan
  • 5500 ind #8863

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 Indiana →

Tom Wood Group 401(k) Profit Sharing Plan in the asset neighbourhood

Fuerst Group 401(k) Plan$46MCommunitycare 401(k) Savings PlanCommunitycare 401(k) Savings…$46MBobby Rahal Automotive Group 401(k) PlanBobby Rahal Automotive Group…$46MTom Wood Group 401(k) Profit Sharing PlanTom Wood Group 401(k) Profit…$46MSummit Companies 401(k) Profit Sharing PlanSummit Companies 401(k) Prof…$46M
End-of-year total assets ($M) among Tom Wood Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$46M
Net Income-$8M
Employer EIN351363838
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tom Wood, Inc.)

Sponsor-wide plan assets over time

All Tom Wood, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 49.93332450206482% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $46M $69M ▲ +49.9%
Year Plans Participants Total Assets
2022 1 913 $46M
2023 1 951 $59M
2024 1 967 $69M

Nearby 401(k) Plans in Indiana

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

Tom Wood Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Tom Wood Group 401(k) Profit Sharing Plan, Total assets ($B): 0.046033402 · Participants: 913Tom Wood Group 401(k) Profit Sharing PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Tom Wood Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Tom Wood Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Tom Wood Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Summit Companies 401(k) Profit Sharing Plan in MN ($46M); by covered participants it is Cefcu Deferred Compensation Plan and Trust in IL (913 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 (913 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 Tom Wood Group 401(k) Profit Sharing Plan assets move in 2022? ▼
Tom Wood Group 401(k) Profit Sharing Plan declined sharply - down 15.1% during 2022, from $54M to $46M. Reported net income was -$8M.
How have Tom Wood, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tom Wood, Inc.'s sponsor-wide assets grew 49.9%, from $46M to $69M.
Where does Tom Wood Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Tom Wood Group 401(k) Profit Sharing 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 Tom Wood Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Summit Companies 401(k) Profit Sharing Plan in MN ($46M, 2,091 participants).
Which 401(k) plans cover a similar participant headcount to Tom Wood Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cefcu Deferred Compensation Plan and Trust in IL (913 participants, $103M 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 351363838.

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.