401(k) · DOL Form 5500 · 2022

Woodruff Sawyer & Co. 401(k) Plan

Data updated 2026-08-11

$110M
Total assets
536
Participants
93rd
Percentile by assets
$205,923
Avg per participant
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Official DOL plan name: Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan · Sponsored by Woodruff Sawyer & Co. · California · Finance & Insurance

$110M in assets, 536 participants

Woodruff Sawyer & Co.'s Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan reported $110M in total assets and 536 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #8,258 in Finance & Insurance (9,261 peers)

Where Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan sits by assets

Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan sits in the top 10% of all filed plans by assets, $110M for 536 participants (~$205,923/participant), down 16.9% in 2022.

$110M
total plan assets (2022 EOY)
536
covered participants
93rd
percentile by assets (of 139,126 plans)
$205,923
avg assets per participant

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan sits by total assets

Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan vs every filed plan by assets

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

$110,374,544 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Finance & Insurance

Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan vs the 2022 asset distribution

By assets, Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$133M
Net Assets (End of Year)$110M
Net Income-$22M
Employer EIN941625126
Plan Effective Date1970-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Woodruff Sawyer & Co.)

$200M$220M$240M$260M$280M 202220232024 $212M $260M ▲ +22.6%
Total plan assets by year, all Woodruff Sawyer & Co. plans on file
Year Plans Participants Total Assets
2022 2 1,068 $212M
2023 2 1,218 $206M
2024 2 1,319 $260M

Nearby 401(k) Plans in California

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

Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Woodruff-Sawyer & Co…, Total assets ($B): 0.110374544 · Participants: 536Woodruff-Sawyer & Co…Wells Fargo & Compan…, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 4…Chevron Employee Sav…, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Sav…Intel 401(k) Savings…, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings…
Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Woodruff-Sawyer & Co. Profit-Sharing and… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan assets move in 2022? ▼
Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan declined sharply - down 16.9% during 2022, from $133M to $110M. Reported net income was -$22M.
How have Woodruff Sawyer & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodruff Sawyer & Co.'s sponsor-wide assets grew 22.6%, from $212M to $260M.
Where does Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan rank by assets among Form 5500 filers? ▼
Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bricker & Eckler LLP 401(k) Plan in OH ($110M, 213 participants).

Next read for Woodruff-Sawyer & Co. Profit-Sharing and…

Scale reading

Ways to act on Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan's numbers.

  • By total assets, Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • Woodruff Sawyer & Co.'s sponsor-wide assets have grown 22.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 941625126.

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.