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
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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

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

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.

See the national 2022→2023 release diff →

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

Woodburn Nursery & Azaleas, Inc. Retirement Plan and TrustWoodburn Nursery & Azaleas, …$16MSound Point Capital Management, LP 401(k) Profit Sharing Plan aSound Point Capital Manageme…$16MMann Partners 401(k) Retirement PlanMann Partners 401(k) Retirem…$16MCovalent Group 401(k) Plan$16MTacala, LLC 401(k) Retirement Savings PlanTacala, LLC 401(k) Retiremen…$16M
End-of-year total assets ($M) among Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN931074688
Plan Effective Date1997-01-01
Filing StatusFILING 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
$12M$14M$16M$18M$20M 202220232024 $13.4M $18.8M ▲ +40.5%
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.

Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust, Total assets ($B): 0.01613545 · Participants: 134Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants

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.

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.

Frequently Asked Questions

How did Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust assets move in 2023?
Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust grew sharply - up 20.4% during 2023, from $13M to $16M. Reported net income was $3M.
How have Woodburn Nursery & Azaleas, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Woodburn Nursery & Azaleas, Inc.'s sponsor-wide assets grew 40.5%, from $13M to $19M.
Which 401(k) plans are similar in size to Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Sound Point Capital Management, LP 401(k) Profit Sharing Plan a in NY ($16M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants, $15M in assets).