401(k) · DOL Form 5500 · 2022
Woodforest Financial Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $506M
- Total assets Above avg plan size
- 3,408
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $148,427
- Avg per participant Above avg balance/head
Official DOL plan name: Woodforest Financial Group, Inc. Employee Stock Ownership Plan · Sponsored by Woodforest Financial Group, Inc. · Texas · Management of Enterprises
$506M in assets, 3,408 participants
Woodforest Financial Group, Inc.'s Woodforest Financial Group, Inc. Employee Stock Ownership Plan reported $506M in total assets and 3,408 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #1,098 in Management of Enterprises (1,193 peers)
Coverage in Texas
Woodforest Financial Group, Inc. Employee Stock Ownership Plan covers 3,408 participants in Texas, 5.0x the typical Texas plan (state average ~688 per filing). Assets: $506M.
- #1,098
- in Management of Enterprises (1,193 peers)
- -2.8%
- assets change YoY
- 5.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Woodforest Financial Group, Inc. Employee Stock Ownership Plan's outsized position by total assets
Woodforest Financial Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$505,839,494 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Woodforest Financial Group, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Woodforest Financial Group, Inc. Employee Stock Ownership Plan lands in the large band (3,408 participants).
EBSA filing schedule strip
Filing strip 760163373 · Woodforest Financial Group, Inc. PY 2022 · 401(k)
Woodforest Financial Group, Inc. Employee Stock Ownership Plan · $506M · 3,408 · 98th
- IND $506M
- IND 3,408
- IND 98th
- IND 401(k)
- IND near International Flavors & Fragrances Inc. Retirement Investment Fund Plan
- IND ind #1098
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 Management of Enterprises retirement plans → · Plans in Texas →
Woodforest Financial Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $520M |
|---|---|
| Net Assets (End of Year) | $506M |
| Net Income | -$14M |
| Employer EIN | 760163373 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Woodforest Financial Group, Inc.)
Sponsor-wide plan assets over time
All Woodforest Financial Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $499M 1.4397958416430015% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,408 | $506M |
| 2023 | 1 | 3,476 | $505M |
| 2024 | 1 | 4,504 | $499M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Woodforest Financial Group, Inc. Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is International Flavors & Fragrances Inc. Retirement Investment Fund Plan in NY ($506M); by covered participants it is Granite Construction Profit Sharing and 401(k) Plan in CA (3,408 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($506M here).
- International Flavors & Fragrances Inc. Retirement Investment Fund Plan (NY) $506M · 1,917
- Westlake Services Holding Company Employee Stock Ownership Plan (CA) $506M · 1,810
- Fenwick & West LLP 401(k) Retirement Savings Plan (CA) $506M · 1,202
- The Cengage Learning, Inc. 401(k) Savings Plan (OH) $505M · 3,352
Similar participant headcount
Nearest other-state filings by covered participants (3,408 participants); asset peers above are excluded.
- Granite Construction Profit Sharing and 401(k) Plan (CA) 3,408 · 0 off
- Akamai Technologies, Inc. 401(k) Plan (MA) 3,408 · 0 off
- Estes West 401(k) Retirement Plan (VA) 3,406 · 2 off
- The Chef's Warehouse 401(k) Profit Sharing Plan & Trust (CT) 3,406 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.