401(k) · DOL Form 5500 · 2022

Woolpert, Inc. 401(k) Plan

Data updated 2026-08-25

$151M
Total assets Near avg plan size
1,271
Participants Near avg headcount
95th
Percentile by assets National rank
$118,702
Avg per participant Near avg balance/head
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Official DOL plan name: Woolpert 401(k) Plan · Sponsored by Woolpert, Inc. · Ohio · Professional & Technical Services

$151M in assets, 1,271 participants

Woolpert, Inc.'s Woolpert 401(k) Plan reported $151M in total assets and 1,271 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #20,646 in Professional & Technical Services (21,562 peers)

Where Woolpert 401(k) Plan sits by assets

Woolpert 401(k) Plan sits in the top 5% of all filed plans by assets, $151M for 1,271 participants (~$118,702/participant), down 13.5% in 2022.

#20,646
in Professional & Technical Services (21,562 peers)
-13.5%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Woolpert 401(k) Plan's outsized position by total assets

Woolpert 401(k) Plan vs every filed plan by assets

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

$150,869,715 Top 5% higher than 95% 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

Woolpert 401(k) 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. Woolpert 401(k) Plan lands in the large band (1,271 participants).

EBSA filing schedule strip

Filing strip 201391406 · Woolpert, Inc. PY 2022 · 401(k)

Woolpert 401(k) Plan · $151M · 1,271 · 95th

  • NET $151M
  • NET 1,271
  • NET 95th
  • NET 401(k)
  • NET near Homestreet, Inc 401(k) Savings Plan
  • NET ind #20646

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Woolpert 401(k) Plan in the asset neighbourhood

Ancestry Retirement Savings and Investment PlanAncestry Retirement Savings …$151MWoolpert 401(k) Plan$151MHomestreet, Inc 401(k) Savings PlanHomestreet, Inc 401(k) Savin…$151MSurgery Partners 401(k) Plan$151MUpsher-Smith Laboratories Retirement PlanUpsher-Smith Laboratories Re…$151M
End-of-year total assets ($M) among Woolpert 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$174M
Net Assets (End of Year)$151M
Net Income-$29M
Employer EIN201391406
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Woolpert, Inc.)

Sponsor-wide plan assets over time

All Woolpert, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$248M 64.24228281998147% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $151M $248M ▲ +64.2%
Year Plans Participants Total Assets
2022 1 1,271 $151M
2023 1 1,394 $187M
2024 1 1,621 $248M

Nearby 401(k) Plans in Ohio

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

Woolpert 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Woolpert 401(k) Plan, Total assets ($B): 0.150869715 · Participants: 1271Woolpert 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Woolpert 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Woolpert 401(k) Plan side-by-side with 3 peers →

Woolpert 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Homestreet, Inc 401(k) Savings Plan in WA ($151M); by covered participants it is Forman Mills, 401(k) Retirement Plan in NJ (1,271 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($151M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,271 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 Woolpert 401(k) Plan assets move in 2022? ▼
Woolpert 401(k) Plan pulled back noticeably - down 13.5% during 2022, from $174M to $151M. Reported net income was -$29M.
How have Woolpert, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woolpert, Inc.'s sponsor-wide assets grew 64.2%, from $151M to $248M.
Where does Woolpert 401(k) Plan rank by assets among Form 5500 filers? ▼
Woolpert 401(k) Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Woolpert 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Homestreet, Inc 401(k) Savings Plan in WA ($151M, 979 participants).
Which 401(k) plans cover a similar participant headcount to Woolpert 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Forman Mills, 401(k) Retirement Plan in NJ (1,271 participants, $6M 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 201391406.

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.