401(k) · DOL Form 5500 · 2023
Woods, Fuller, Shultz & Smith, PC 401(k) Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 67
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $770,187
- Avg per participant High balance/head
Official DOL plan name: Woods, Fuller, Shultz & Smith, PC 401(k) Profit Sharing Plan · Sponsored by Woods, Fuller, Shultz & Smith, PC · South Dakota · Professional & Technical Services
$52M in assets, 67 participants
Woods, Fuller, Shultz & Smith, PC's Woods, Fuller, Shultz & Smith, PC 401(k) Profit Sharing Plan reported $52M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #17,662 in Professional & Technical Services (20,321 peers)
Where Woods, Fuller, Shultz & Smith, PC 401(k) Profit Sharing Plan sits by assets
Woods, Fuller, Shultz & Smith, PC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $52M for 67 participants (~$770,187/participant), up 11.9% in 2023.
- #17,662
- in Professional & Technical Services (20,321 peers)
- +11.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Woods, Fuller, Shultz & Smith, PC 401(k) Profit Sharing Plan's outsized position by total assets
Woods, Fuller, Shultz & Smith, PC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$51,602,533 Top 14% higher than 86% 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
Woods, Fuller, Shultz & Smith, PC 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Woods, Fuller, Shultz & Smith, PC 401(k) Profit Sharing Plan is a small filing (67 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Woods, Fuller, Shultz & Smith, PC 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Woods, Fuller, Shultz & Smith, PC 401(k) Profit Sharing Plan end-of-year assets rose from $46M in the plan year 2022 filing to $52M in the plan year 2023 filing.
- Woods, Fuller, Shultz & Smith, PC 401(k) Profit Sharing Plan reported participants rose from 65 in the plan year 2022 filing to 67 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 460362286 · Woods, Fuller, Shultz & Smith, PC PY 2023 · 401(k)
Woods, Fuller, Shultz & Smith, PC 401(k) Profit Sharing Plan · $52M · 67 · 86th
- PHOTO $52M
- PHOTO 67
- PHOTO 86th
- PHOTO 401(k)
- PHOTO near Skygen USA 401(k) Plan
- PHOTO ind #17662
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 South Dakota →
Woods, Fuller, Shultz & Smith, PC 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $5M |
| Employer EIN | 460362286 |
| Plan Effective Date | 1981-10-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Woods, Fuller, Shultz & Smith, PC)
Sponsor-wide plan assets over time
All Woods, Fuller, Shultz & Smith, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $59M 28.794460335940563% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 65 | $46M |
| 2023 | 1 | 67 | $52M |
| 2024 | 1 | 75 | $59M |
Nearby 401(k) Plans in South Dakota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Black Hills Corporation 401(k) Retirement Savings Plan $727M · 2,972
- Good Samaritan Society 401(k) Plan $254M · 12,894
- Daktronics, Inc. 401(k) Plan $235M · 2,254
- Poet 401(k) Plan $219M · 2,254
- Premier 401(k) Plan $216M · 1,913
Woods, Fuller, Shultz & Smith, PC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside South Dakota, the nearest 401(k) by assets is Skygen USA 401(k) Plan in WI ($52M); by covered participants it is School Innovations & Achievement 401(k) Profit Sharing Plan in CA (67 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- Skygen USA 401(k) Plan (WI) $52M · 710
- Wikimedia Foundation, Inc. 401(k) Plan (CA) $52M · 335
- Old Point Financial Corporation 401(k) Profit Sharing Plan (VA) $52M · 295
- Continuing Life 401(k) Plan (CA) $52M · 1,565
Similar participant headcount
Nearest other-state filings by covered participants (67 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.