401(k) · DOL Form 5500 · 2023

Wood Rodgers, Inc 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
323
Participants Below avg headcount
87th
Percentile by assets National rank
$188,740
Avg per participant Above avg balance/head
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Official DOL plan name: Wood Rodgers 401(k) Plan · Sponsored by Wood Rodgers, Inc · California · Professional & Technical Services

$61M in assets, 323 participants

Wood Rodgers, Inc's Wood Rodgers 401(k) Plan reported $61M in total assets and 323 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,012 in Professional & Technical Services (20,321 peers)

Where Wood Rodgers 401(k) Plan sits by assets

Wood Rodgers 401(k) Plan sits in the top quartile of all filed plans by assets, $61M for 323 participants (~$188,740/participant), up 22.3% in 2023.

#18,012
in Professional & Technical Services (20,321 peers)
+22.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

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

Wood Rodgers 401(k) Plan vs every filed plan by assets

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

$60,963,129 Top 13% higher than 87% 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

Wood Rodgers 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. Wood Rodgers 401(k) Plan sits mid-pack in the medium band (323 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wood Rodgers 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Wood Rodgers 401(k) Plan end-of-year assets rose from $50M in the plan year 2022 filing to $61M in the plan year 2023 filing.
  • Wood Rodgers 401(k) Plan reported participants rose from 317 in the plan year 2022 filing to 323 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 911762478 · Wood Rodgers, Inc PY 2023 · 401(k)

Wood Rodgers 401(k) Plan · $61M · 323 · 87th

  • RANK $61M
  • PHOTO 323
  • IND 87th
  • EOY 401(k)
  • 5500 near Marshall & Sterling Enterprises, Inc. 401(k) Plan
  • ASSETS ind #18012

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 California →

Wood Rodgers 401(k) Plan in the asset neighbourhood

Wood Rodgers 401(k) Plan$61MMarshall & Sterling Enterprises, Inc. 401(k) PlanMarshall & Sterling Enterpri…$61MLink Snacks, Inc. Savings and Retirement PlanLink Snacks, Inc. Savings an…$61MMlsc Holding Co., Inc. Employee Stock Ownership Plan and TrustMlsc Holding Co., Inc. Emplo…$61MEquus Capital Partners, Ltd. 401(k) Savings PlanEquus Capital Partners, Ltd.…$61M
End-of-year total assets ($M) among Wood Rodgers 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$61M
Net Income$11M
Employer EIN911762478
Plan Effective Date1998-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Wood Rodgers, Inc)

Sponsor-wide plan assets over time

All Wood Rodgers, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$70M 40.37855418845219% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $49.8M $70M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 317 $50M
2023 1 323 $61M
2024 1 294 $70M

Nearby 401(k) Plans in California

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

Wood Rodgers 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wood Rodgers 401(k) Plan, Total assets ($B): 0.060963129 · Participants: 323Wood Rodgers 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Wood Rodgers 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wood Rodgers 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Marshall & Sterling Enterprises, Inc. 401(k) Plan in NY ($61M); by covered participants it is Fairmount Homes 401(k) Savings Plan in PA (323 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (323 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 Wood Rodgers 401(k) Plan assets move in 2023? ▼
Wood Rodgers 401(k) Plan grew sharply - up 22.3% during 2023, from $50M to $61M. Reported net income was $11M.
How have Wood Rodgers, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wood Rodgers, Inc's sponsor-wide assets grew 40.4%, from $50M to $70M.
Where does Wood Rodgers 401(k) Plan rank by assets among Form 5500 filers? ▼
Wood Rodgers 401(k) Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wood Rodgers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marshall & Sterling Enterprises, Inc. 401(k) Plan in NY ($61M, 527 participants).
Which 401(k) plans cover a similar participant headcount to Wood Rodgers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fairmount Homes 401(k) Savings Plan in PA (323 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 911762478.

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.