401(k) · DOL Form 5500 · 2023
Woodlands Bank 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 110
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $94,337
- Avg per participant Below avg balance/head
Official DOL plan name: Woodlands Bank Retirement and Investment Plan · Sponsored by Woodlands Bank · Pennsylvania · Finance & Insurance
$10M in assets, 110 participants
Woodlands Bank's Woodlands Bank Retirement and Investment Plan reported $10M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #3,921 in Finance & Insurance (8,869 peers)
Coverage in Pennsylvania
Woodlands Bank Retirement and Investment Plan covers 110 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $10M.
- #3,921
- in Finance & Insurance (8,869 peers)
- +19.9%
- assets growth YoY
Woodlands Bank Retirement and Investment Plan's mid-pack asset rank among Finance & Insurance and all filers
Woodlands Bank Retirement and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,377,036 Top 41% higher than 59% 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
Woodlands Bank Retirement and Investment 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. Woodlands Bank Retirement and Investment Plan sits mid-pack in the medium band (110 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Woodlands Bank Retirement and Investment Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Woodlands Bank Retirement and Investment Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 232579286 · Woodlands Bank PY 2023 · 401(k)
Woodlands Bank Retirement and Investment Plan · $10M · 110 · 59th
- NET $10M
- NET 110
- NET 59th
- NET 401(k)
- NET near Attom Data Solutions, LLC 401 (K) Plan
- NET ind #3921
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 Finance & Insurance retirement plans → · Plans in Pennsylvania →
Woodlands Bank Retirement and Investment Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 232579286 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Woodlands Bank)
Sponsor-wide plan assets over time
All Woodlands Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 37.72216643448415% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 110 | $9M |
| 2023 | 1 | 110 | $10M |
| 2024 | 1 | 106 | $12M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Woodlands Bank Retirement and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Attom Data Solutions, LLC 401 (K) Plan in CA ($10M); by covered participants it is Cms Corporation 401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Attom Data Solutions, LLC 401 (K) Plan (CA) $10M · 121
- Sav-Mor Mechanical, Inc. 401(k) Savings Plan (NY) $10M · 85
- Act Pipe & Supply 401(k) Plan (TX) $10M · 281
- A-Mehr 401(k) Plan (CA) $10M · 8
Similar participant headcount
Nearest other-state filings by covered participants (110 participants); asset peers above are excluded.
- Cms Corporation 401(k) Plan (OH) 110 · 0 off
- Presbyterian Christian School, Inc. 401(k) Plan (MS) 110 · 0 off
- Cascade Auto Center 401(k) Plan (WA) 110 · 0 off
- Emagin Corporation 401(k) Plan (NY) 110 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.