Other · DOL Form 5500 · 2023

Woodward Academy, Inc. Retirement Plan

Data updated 2026-08-11

$121M
Total assets
722
Participants
92nd
Percentile by assets
$168,270
Avg per participant
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Official DOL plan name: Woodward Academy, Inc. Retirement Plan · Sponsored by Woodward Academy, Inc. · Georgia · Educational Services

$121M in assets, 722 participants

Woodward Academy, Inc.'s Woodward Academy, Inc. Retirement Plan reported $121M in total assets and 722 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 127,072 plans)
  • #3,248 in Educational Services (3,735 peers)

Where Woodward Academy, Inc. Retirement Plan sits by assets

Woodward Academy, Inc. Retirement Plan sits in the top 10% of all filed plans by assets, $121M for 722 participants (~$168,270/participant), up 14.1% in 2023.

$121M
total plan assets (2023 EOY)
722
covered participants
92nd
percentile by assets (of 127,072 plans)
$168,270
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Woodward Academy, Inc. Retirement Plan reported net income rose from -$19M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Woodward Academy, Inc. Retirement Plan end-of-year assets rose from $106M in the plan year 2022 filing to $121M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Woodward Academy, Inc. Retirement Plan vs the 2023 asset distribution

By assets, Woodward Academy, Inc. Retirement Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)$121M
Net Income$15M
Employer EIN580625584
Plan Effective Date2014-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Woodward Academy, Inc.)

$100M$110M$120M$130M$140M 202220232024 $107M $134M ▲ +25.7%
Total plan assets by year, all Woodward Academy, Inc. plans on file
Year Plans Participants Total Assets
2022 1 718 $106M
2023 1 722 $121M
2024 1 725 $134M

Nearby Other Plans in Georgia

Peer Other plans, same state, same plan type, ranked by total assets.

Woodward Academy, Inc. Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants

Woodward Academy, Inc. Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 00.511.522.5 Total assets ($B) Participants Woodward Academy, In…Wellstar Health Syst…Northside Hospital 4…Childrens Healthcare…IBEW Local 613 Defin…Mercer University De…
Woodward Academy, Inc. Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Woodward Academy, Inc. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Woodward Academy, Inc. Retirement Plan assets move in 2023?
Woodward Academy, Inc. Retirement Plan grew at a solid clip - up 14.1% during 2023, from $106M to $121M. Reported net income was $15M.
How have Woodward Academy, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Woodward Academy, Inc.'s sponsor-wide assets grew 25.7%, from $106M to $134M.
Where does Woodward Academy, Inc. Retirement Plan rank by assets among Form 5500 filers?
Woodward Academy, Inc. Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Woodward Academy, Inc. Retirement Plan?
Among Other plans in other states, the closest by assets is Roosevelt University 403(b) Retirement Plan in IL ($121M, 522 participants).

Next read for Woodward Academy, Inc. Retirement Plan

Scale reading

Ways to act on Woodward Academy, Inc. Retirement Plan's numbers.