401(k) · DOL Form 5500 · 2022

Aaron Invstmts Inc Dba Woodstock Outlet 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
114
Participants Small participant base
54th
Percentile by assets National rank
$50,916
Avg per participant Low balance/head
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Official DOL plan name: Aaron Investments, Inc. D/B/a Woodstock Outlet 401(k) Plan · Sponsored by Aaron Invstmts Inc Dba Woodstock Outlet · Georgia · Retail Trade

$6M in assets, 114 participants

Aaron Invstmts Inc Dba Woodstock Outlet's Aaron Investments, Inc. D/B/a Woodstock Outlet 401(k) Plan reported $6M in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #6,035 in Retail Trade (9,519 peers)

Coverage in Georgia

Aaron Investments, Inc. D/B/a Woodstock Outlet 401(k) Plan covers 114 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $6M.

#6,035
in Retail Trade (9,519 peers)
-9.0%
assets change YoY

The plan reported a net loss of $599K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aaron Investments, Inc. D/B/a Woodstock Outlet 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Aaron Investments, Inc. D/B/a Woodstock Outlet 401(k) Plan vs every filed plan by assets

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

$5,804,372 Top 46% higher than 54% 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

Aaron Investments, Inc. D/B/a Woodstock Outlet 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. Aaron Investments, Inc. D/B/a Woodstock Outlet 401(k) Plan sits mid-pack in the medium band (114 participants).

DOL schedule card

Filing strip 582029252 · Aaron Invstmts Inc Dba Woodstock Outlet PY 2022 · 401(k)

Aaron Investments, Inc. D/B/a Woodstock Outlet 401(k) Plan · $6M · 114 · 54th

  • PHOTO $6M
  • PHOTO 114
  • PHOTO 54th
  • PHOTO 401(k)
  • PHOTO near Prince, Inc. Savings & Profit Sharing Plan
  • PHOTO ind #6035

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 Georgia →

Aaron Investments, Inc. D/B/a Woodstock Outlet 401(k) Plan in the asset neighbourhood

Aaron Investments, Inc. D/B/a Woodstock Outlet 401(k) PlanAaron Investments, Inc. D/B/…$6MPrince, Inc. Savings & Profit Sharing PlanPrince, Inc. Savings & Profi…$6MThe Red Van Workshop, LLC 401(k) PlanThe Red Van Workshop, LLC 40…$6MFsst 401(k) Plan$6MThe Caprock Group 401(k) Plan$6M
End-of-year total assets ($M) among Aaron Investments, Inc. D/B/a Woodstock Outlet 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$599K
Employer EIN582029252
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aaron Invstmts Inc Dba Woodstock Outlet)

Sponsor-wide plan assets over time

All Aaron Invstmts Inc Dba Woodstock Outlet plans reported in each filing year

Latest sponsor-wide plan assets
$9M 37.582954350041916% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.72M $9.25M ▲ +37.6%
Year Plans Participants Total Assets
2022 2 273 $7M
2023 2 252 $8M
2024 2 266 $9M

Nearby 401(k) Plans in Georgia

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

Aaron Investments, Inc. D/B/a Woodstock Outlet 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Aaron Investments, Inc. D/B/a Woodstock Outlet 401(k) Plan, Total assets ($B): 0.005804372 · Participants: 114Aaron Investments, Inc. D/B/a Woodstock Outlet 401(k) 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
Aaron Investments, Inc. D/B/a Woodstock Outlet 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Aaron Investments, Inc. D/B/a Woodstock Outlet 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Prince, Inc. Savings & Profit Sharing Plan in MT ($6M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Aaron Investments, Inc. D/B/a Woodstock Outlet 401(k) Plan assets move in 2022?
Aaron Investments, Inc. D/B/a Woodstock Outlet 401(k) Plan pulled back noticeably - down 9.0% during 2022, from $6M to $6M. Reported net income was -$599K.
How have Aaron Invstmts Inc Dba Woodstock Outlet plan assets changed over time?
Across 3 plan years on file (2022-2024), Aaron Invstmts Inc Dba Woodstock Outlet's sponsor-wide assets grew 37.6%, from $7M to $9M.
Which 401(k) plans are similar in size to Aaron Investments, Inc. D/B/a Woodstock Outlet 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Prince, Inc. Savings & Profit Sharing Plan in MT ($6M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Aaron Investments, Inc. D/B/a Woodstock Outlet 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants, $288K in assets).