401(k) · DOL Form 5500 · 2023

The Lodge at Woodloch 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
195
Participants Below avg headcount
32nd
Percentile by assets National rank
$11,914
Avg per participant Low balance/head
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Official DOL plan name: The Lodge at Woodloch 401(k) Plan · Sponsored by The Lodge at Woodloch · Pennsylvania · Food Services & Accommodation

$2M in assets, 195 participants

The Lodge at Woodloch's The Lodge at Woodloch 401(k) Plan reported $2M in total assets and 195 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,617 in Food Services & Accommodation (3,828 peers)

Coverage in Pennsylvania

The Lodge at Woodloch 401(k) Plan covers 195 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $2M.

#2,617
in Food Services & Accommodation (3,828 peers)
+14.0%
assets growth YoY

The Lodge at Woodloch 401(k) Plan among the smaller filed plans by assets

The Lodge at Woodloch 401(k) Plan vs every filed plan by assets

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

$2,323,257 32nd percentile higher than 32% 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

The Lodge at Woodloch 401(k) Plan 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. The Lodge at Woodloch 401(k) Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Lodge at Woodloch 401(k) Plan reported net income rose from -$165K in the plan year 2022 filing to $286K in the plan year 2023 filing.
  • The Lodge at Woodloch 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Lodge at Woodloch 401(k) Plan reported participants fell from 203 in the plan year 2022 filing to 195 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 203886693 · The Lodge at Woodloch PY 2023 · 401(k)

The Lodge at Woodloch 401(k) Plan · $2M · 195 · 32nd

  • PCT $2M
  • EIN 195
  • RANK 32nd
  • PHOTO 401(k)
  • IND near Cynthia M. Southern Dds 401(k) Profit Sharing Plan
  • EOY ind #2617

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 Food Services & Accommodation retirement plans → · Plans in Pennsylvania →

The Lodge at Woodloch 401(k) Plan in the asset neighbourhood

The Lodge at Woodloch 401(k) PlanThe Lodge at Woodloch 401(k)…$2MCynthia M. Southern Dds 401(k) Profit Sharing PlanCynthia M. Southern Dds 401(…$2MIndian Springs Resort 401(k) PlanIndian Springs Resort 401(k)…$2MDiscount Plumbing & Heating 401(k) & Profit Sharing PlanDiscount Plumbing & Heating …$2MConnex Systems, Inc. 401(k) PlanConnex Systems, Inc. 401(k) …$2M
End-of-year total assets ($M) among The Lodge at Woodloch 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$286K
Employer EIN203886693
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lodge at Woodloch)

Sponsor-wide plan assets over time

All The Lodge at Woodloch plans reported in each filing year

Latest sponsor-wide plan assets
$2M 14.032998667389826% vs 2022
2023 filing year
$2M$2.1M$2.2M$2.3M$2.4M 20222023 $2.04M $2.32M ▲ +13.7%
Year Plans Participants Total Assets
2022 1 203 $2M
2023 1 195 $2M

Nearby 401(k) Plans in Pennsylvania

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

The Lodge at Woodloch 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants The Lodge at Woodloch 401(k) Plan, Total assets ($B): 0.002323257 · Participants: 195The Lodge at Woodloch 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
The Lodge at Woodloch 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

The Lodge at Woodloch 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Cynthia M. Southern Dds 401(k) Profit Sharing Plan in VA ($2M); by covered participants it is The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 The Lodge at Woodloch 401(k) Plan assets move in 2023?
The Lodge at Woodloch 401(k) Plan grew at a solid clip - up 14.0% during 2023, from $2M to $2M. Reported net income was $286K.
How have The Lodge at Woodloch plan assets changed over time?
Across 2 plan years on file (2022-2023), The Lodge at Woodloch's sponsor-wide assets grew 14.0%, from $2M to $2M.
Which 401(k) plans are similar in size to The Lodge at Woodloch 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Cynthia M. Southern Dds 401(k) Profit Sharing Plan in VA ($2M, 11 participants).
Which 401(k) plans cover a similar participant headcount to The Lodge at Woodloch 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants, $29M in assets).