Other · DOL Form 5500 · 2023
Woodward Academy, Inc. Retirement Plan
Data updated 2026-08-25
- $121M
- Total assets Near avg plan size
- 722
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $168,270
- Avg per participant Above avg balance/head
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.
- #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.
- #3,248
- in Educational Services (3,735 peers)
- +14.1%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Woodward Academy, Inc. Retirement Plan's outsized position by total assets
Woodward Academy, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$121,491,140 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Woodward Academy, Inc. Retirement 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. Woodward Academy, Inc. Retirement Plan sits mid-pack in the medium band (722 participants).
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.
EBSA filing schedule strip
Filing strip 580625584 · Woodward Academy, Inc. PY 2023 · Other
Woodward Academy, Inc. Retirement Plan · $121M · 722 · 92nd
- PART $121M
- PART 722
- PART 92nd
- PART Other
- PART near Roosevelt University 403(b) Retirement Plan
- PART ind #3248
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 Educational Services retirement plans → · Plans in Georgia →
Woodward Academy, Inc. Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $106M |
|---|---|
| Net Assets (End of Year) | $121M |
| Net Income | $15M |
| Employer EIN | 580625584 |
| Plan Effective Date | 2014-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Woodward Academy, Inc.)
Sponsor-wide plan assets over time
All Woodward Academy, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $134M 25.738811418101896% vs 2022
- 2024 filing year
| 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.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $2.1B · 24,573
- Northside Hospital 403(b) Retirement Plan $1.5B · 26,208
- Childrens Healthcare of Atlanta Inc Share Plan $1.3B · 13,019
- IBEW Local 613 Defined Contribution Pension Plan $671M · 4,358
- Mercer University Defined Contribution Retirement Plan $514M · 1,898
Woodward Academy, Inc. Retirement Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Roosevelt University 403(b) Retirement Plan in IL ($121M); by covered participants it is Way Station, Inc. Retirement Plan in MD (722 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($121M here).
- Roosevelt University 403(b) Retirement Plan (IL) $121M · 522
- Akron Children's Hospital Retirement Security Plan (OH) $121M · 5,400
- Barry University Defined Contribution Plan (FL) $122M · 451
- Hampton University Defined Contribution Retirement Plan (VA) $122M · 556
Similar participant headcount
Nearest other-state filings by covered participants (722 participants); asset peers above are excluded.
- Way Station, Inc. Retirement Plan (MD) 722 · 0 off
- The Museum of Modern Art 403(b) Retirement Plan (NY) 721 · 1 off
- Phillips Academy Retirement Plan (MA) 723 · 1 off
- Loyola University Retirement Plan (LA) 721 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.