401(k) · DOL Form 5500 · 2022

Woodmont Real Estate Services, LP 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
333
Participants Below avg headcount
78th
Percentile by assets National rank
$64,617
Avg per participant Low balance/head
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Official DOL plan name: Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan · Sponsored by Woodmont Real Estate Services, LP · California · Real Estate

$22M in assets, 333 participants

Woodmont Real Estate Services, LP's Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan reported $22M in total assets and 333 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,552 in Real Estate (5,057 peers)

Where Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan sits by assets

Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $22M for 333 participants (~$64,617/participant), up 13.7% in 2022.

#4,552
in Real Estate (5,057 peers)
+13.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan's outsized position by total assets

Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$21,517,448 Top 22% higher than 78% of 139,123 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 2022

Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan sits mid-pack in the medium band (333 participants).

DOL schedule card

Filing strip 943209029 · Woodmont Real Estate Services, LP PY 2022 · 401(k)

Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan · $22M · 333 · 78th

  • 5500 $22M
  • 5500 333
  • 5500 78th
  • 5500 401(k)
  • 5500 near Acp Creativit, LLC 401(k) Plan
  • 5500 ind #4552

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 Real Estate retirement plans → · Plans in California →

Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan in the asset neighbourhood

Woodmont Real Estate Services, L.P. 401(k) Profit Sharing PlanWoodmont Real Estate Service…$22MAcp Creativit, LLC 401(k) PlanAcp Creativit, LLC 401(k) Pl…$22MHoliday Wholesale, Inc. Profit Sharing & 401(k) PlanHoliday Wholesale, Inc. Prof…$22MKeter US, Inc. 401(k) Profit Sharing PlanKeter US, Inc. 401(k) Profit…$22MPsi America 401(k) Plan$22M
End-of-year total assets ($M) among Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN943209029
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Woodmont Real Estate Services, LP)

Sponsor-wide plan assets over time

All Woodmont Real Estate Services, LP plans reported in each filing year

Latest sponsor-wide plan assets
$28M 30.16770854982431% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $21.5M $28M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 333 $22M
2023 1 351 $29M
2024 1 362 $28M

Nearby 401(k) Plans in California

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

Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan, Total assets ($B): 0.021517448 · Participants: 333Woodmont Real Estate Services, L.P. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Acp Creativit, LLC 401(k) Plan in WI ($22M); by covered participants it is The Schusterman Interests, LLC Employees' Thrift Retirement Plan in OK (333 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (333 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan assets move in 2022? ▼
Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan grew at a solid clip - up 13.7% during 2022, from $19M to $22M. Reported net income was $3M.
How have Woodmont Real Estate Services, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodmont Real Estate Services, LP's sponsor-wide assets grew 30.2%, from $22M to $28M.
Where does Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Acp Creativit, LLC 401(k) Plan in WI ($22M, 274 participants).
Which 401(k) plans cover a similar participant headcount to Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Schusterman Interests, LLC Employees' Thrift Retirement Plan in OK (333 participants, $115M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 943209029.

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.