401(k) · DOL Form 5500 · 2023

Redwood Software, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
36
Participants Small participant base
68th
Percentile by assets National rank
$436,381
Avg per participant High balance/head
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Official DOL plan name: Redwood Software, Inc. 401(k) Plan · Sponsored by Redwood Software, Inc. · North Carolina · Professional & Technical Services

$16M in assets, 36 participants

Redwood Software, Inc.'s Redwood Software, Inc. 401(k) Plan reported $16M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,708 in Professional & Technical Services (20,321 peers)

Redwood Software, Inc. multi-year trail

Redwood Software, Inc.'s plans moved +260.4% in assets from 2022 to 2024; this filing shows Redwood Software, Inc. 401(k) Plan at $16M / 36 participants.

#13,708
in Professional & Technical Services (20,321 peers)
+129.8%
assets growth YoY

Redwood Software, Inc. 401(k) Plan's outsized position by total assets

Redwood Software, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$15,709,707 Top 32% higher than 68% of 127,068 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 2023

Redwood Software, Inc. 401(k) 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. Redwood Software, Inc. 401(k) Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Redwood Software, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Redwood Software, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Redwood Software, Inc. 401(k) Plan reported participants fell from 45 in the plan year 2022 filing to 36 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330906132 · Redwood Software, Inc. PY 2023 · 401(k)

Redwood Software, Inc. 401(k) Plan · $16M · 36 · 68th

  • 5500 $16M
  • ASSETS 36
  • PCT 68th
  • EIN 401(k)
  • RANK near Therapy Partner Solutions Holding, LLC 401(k) Plan
  • PHOTO ind #13708

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 North Carolina →

Redwood Software, Inc. 401(k) Plan in the asset neighbourhood

Redwood Software, Inc. 401(k) PlanRedwood Software, Inc. 401(k…$16MTherapy Partner Solutions Holding, LLC 401(k) PlanTherapy Partner Solutions Ho…$16MCadence Education LLC 401(k) Savings PlanCadence Education LLC 401(k)…$16MElectric Machinery Company LLC 401(k) Plan for Union EmployeesElectric Machinery Company L…$16MFox River Mills 401(k) Plan$16M
End-of-year total assets ($M) among Redwood Software, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Redwood Software, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Redwood Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 260.36442800932764% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $6.84M $24.6M ▲ +260.2%
Year Plans Participants Total Assets
2022 1 45 $7M
2023 1 36 $16M
2024 1 170 $25M

Redwood Software, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN330906132
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Redwood Software, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Redwood Software, Inc. 401(k) Plan, Total assets ($B): 0.015709707 · Participants: 36Redwood Software, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Redwood Software, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Redwood Software, Inc. 401(k) Plan side-by-side with 3 peers →

Redwood Software, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Therapy Partner Solutions Holding, LLC 401(k) Plan in GA ($16M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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.

Frequently Asked Questions

How did Redwood Software, Inc. 401(k) Plan assets move in 2023? ▼
Redwood Software, Inc. 401(k) Plan surged - up 129.8% during 2023, from $7M to $16M. Reported net income was $3M.
How have Redwood Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Redwood Software, Inc.'s sponsor-wide assets grew 260.4%, from $7M to $25M.
Which 401(k) plans are similar in size to Redwood Software, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Therapy Partner Solutions Holding, LLC 401(k) Plan in GA ($16M, 584 participants).
Which 401(k) plans cover a similar participant headcount to Redwood Software, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Btx Technologies, Inc. 401(k) Plan in NY (36 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330906132.

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.