401(k) · DOL Form 5500 · 2023

Robbie D. Wood, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
141
Participants Small participant base
49th
Percentile by assets National rank
$45,763
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k) · Sponsored by Robbie D. Wood, Inc. · Alabama · Transportation & Warehousing

$6M in assets, 141 participants

Robbie D. Wood, Inc.'s Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k) reported $6M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #1,681 in Transportation & Warehousing (3,362 peers)

Coverage in Alabama

Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k) covers 141 participants in Alabama, about 39% of the average Alabama filer (state average ~360 per filing). Assets: $6M.

#1,681
in Transportation & Warehousing (3,362 peers)
+18.3%
assets growth YoY

Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k)'s mid-pack asset rank among Transportation & Warehousing and all filers

Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k) vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,452,529 49th percentile higher than 49% of 127,068 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 2023

Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k) among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k) sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k) reported net income rose from -$960K in the plan year 2022 filing to $998K in the plan year 2023 filing.
  • Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k) end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k) reported participants fell from 146 in the plan year 2022 filing to 141 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 630681833 · Robbie D. Wood, Inc. PY 2023 · 401(k)

Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k) · $6M · 141 · 49th

  • PHOTO $6M
  • IND 141
  • EOY 49th
  • 5500 401(k)
  • ASSETS near Alqimi Technology Solutions, Inc. 401(k) Plan
  • PCT ind #1681

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 Transportation & Warehousing retirement plans → · Plans in Alabama →

Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k) in the asset neighbourhood

Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k)Robbie D. Wood, Inc. Employe…$6MAlqimi Technology Solutions, Inc. 401(k) PlanAlqimi Technology Solutions,…$6MSgb Smit USA Holding Inc. 401(k) and Profit Sharing PlanSgb Smit USA Holding Inc. 40…$6MRipple Effect Communications Retirement Savings PlanRipple Effect Communications…$6M403(b) Thrift Plan for Employees of Emberhope, Inc.403(b) Thrift Plan for Emplo…$6M
End-of-year total assets ($M) among Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$998K
Employer EIN630681833
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robbie D. Wood, Inc.)

Sponsor-wide plan assets over time

All Robbie D. Wood, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 37.156029829067556% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.45M $7.48M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 146 $5M
2023 1 141 $6M
2024 1 140 $7M

Nearby 401(k) Plans in Alabama

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

Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k) vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k), Total assets ($B): 0.006452529 · Participants: 141Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k)Regions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k) vs. nearby 401(k) plans in Alabama, assets vs. participants

Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Alqimi Technology Solutions, Inc. 401(k) Plan in MD ($6M); by covered participants it is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k) assets move in 2023?
Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k) grew sharply - up 18.3% during 2023, from $5M to $6M. Reported net income was $998K.
How have Robbie D. Wood, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Robbie D. Wood, Inc.'s sponsor-wide assets grew 37.2%, from $5M to $7M.
Which 401(k) plans are similar in size to Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k)?
Among 401(k) plans in other states, the closest by assets is Alqimi Technology Solutions, Inc. 401(k) Plan in MD ($6M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k)?
Among 401(k) plans in other states, the closest by covered participants is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants, N/A in assets).