401(k) · DOL Form 5500 · 2023
Woodburn Nursery & Azaleas, Inc. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 134
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $120,414
- Avg per participant Near avg balance/head
Official DOL plan name: Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust · Sponsored by Woodburn Nursery & Azaleas, Inc. · Oregon · Agriculture, Forestry & Fishing
$16M in assets, 134 participants
Woodburn Nursery & Azaleas, Inc.'s Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust reported $16M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #977 in Agriculture, Forestry & Fishing (1,288 peers)
Coverage in Oregon
Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust covers 134 participants in Oregon, about 30% of the average Oregon filer (state average ~443 per filing). Assets: $16M.
- #977
- in Agriculture, Forestry & Fishing (1,288 peers)
- +20.4%
- assets growth YoY
Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust's outsized position by total assets
Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,135,450 Top 31% higher than 69% 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
Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust 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. Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust sits mid-pack in the medium band (134 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust reported participants rose from 122 in the plan year 2022 filing to 134 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 931074688 · Woodburn Nursery & Azaleas, Inc. PY 2023 · 401(k)
Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust · $16M · 134 · 69th
- EBSA $16M
- EBSA 134
- EBSA 69th
- EBSA 401(k)
- EBSA near Sound Point Capital Management, LP 401(k) Profit Sharing Plan a
- EBSA ind #977
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Oregon →
Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 931074688 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Woodburn Nursery & Azaleas, Inc.)
Sponsor-wide plan assets over time
All Woodburn Nursery & Azaleas, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 40.514135703589844% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 122 | $13M |
| 2023 | 1 | 134 | $16M |
| 2024 | 1 | 136 | $19M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Sound Point Capital Management, LP 401(k) Profit Sharing Plan a in NY ($16M); by covered participants it is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Sound Point Capital Management, LP 401(k) Profit Sharing Plan a (NY) $16M · 151
- Mann Partners 401(k) Retirement Plan (CA) $16M · 70
- Covalent Group 401(k) Plan (UT) $16M · 604
- Tacala, LLC 401(k) Retirement Savings Plan (AL) $16M · 2,427
Similar participant headcount
Nearest other-state filings by covered participants (134 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.