401(k) · DOL Form 5500 · 2023

Woody & Associates, Cpa's, PLLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
14
Participants Small participant base
41st
Percentile by assets National rank
$300,987
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Woody & Associates, Cpa's, PLLC, 401(k) Profit Sharing Plan · Sponsored by Woody & Associates, Cpa's, PLLC · Oklahoma · Professional & Technical Services

$4M in assets, 14 participants

Woody & Associates, Cpa's, PLLC's Woody & Associates, Cpa's, PLLC, 401(k) Profit Sharing Plan reported $4M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,858 in Professional & Technical Services (20,321 peers)

Woody & Associates, Cpa's, PLLC multi-year trail

Woody & Associates, Cpa's, PLLC's plans moved +26.7% in assets from 2022 to 2024; this filing shows Woody & Associates, Cpa's, PLLC, 401(k) Profit Sharing Plan at $4M / 14 participants.

#7,858
in Professional & Technical Services (20,321 peers)
+13.2%
assets growth YoY

Woody & Associates, Cpa's, PLLC, 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Woody & Associates, Cpa's, PLLC, 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,213,815 41st percentile higher than 41% 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

Woody & Associates, Cpa's, PLLC, 401(k) Profit Sharing 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. Woody & Associates, Cpa's, PLLC, 401(k) Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Woody & Associates, Cpa's, PLLC, 401(k) Profit Sharing Plan reported net income rose from -$368K in the plan year 2022 filing to $490K in the plan year 2023 filing.
  • Woody & Associates, Cpa's, PLLC, 401(k) Profit Sharing Plan reported participants fell from 20 in the plan year 2022 filing to 14 in the plan year 2023 filing.
  • Woody & Associates, Cpa's, PLLC, 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 731464077 · Woody & Associates, Cpa's, PLLC PY 2023 · 401(k)

Woody & Associates, Cpa's, PLLC, 401(k) Profit Sharing Plan · $4M · 14 · 41st

  • VS-ST $4M
  • VS-ST 14
  • VS-ST 41st
  • VS-ST 401(k)
  • VS-ST near Roadclipper Enterprises Inc. 401(k) Plan
  • VS-ST ind #7858

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 Oklahoma →

Woody & Associates, Cpa's, PLLC, 401(k) Profit Sharing Plan in the asset neighbourhood

Woody & Associates, Cpa's, PLLC, 401(k) Profit Sharing PlanWoody & Associates, Cpa's, P…$4MRoadclipper Enterprises Inc. 401(k) PlanRoadclipper Enterprises Inc.…$4MSafe-Harbor 401(k) Profit Sharing Plan for Employees of Extrudex Aluminum Inc.Safe-Harbor 401(k) Profit Sh…$4MRentalmax 401(k) Retirement PlanRentalmax 401(k) Retirement …$4MSouthwest Spine & Pain, LLC 401(k) PlanSouthwest Spine & Pain, LLC …$4M
End-of-year total assets ($M) among Woody & Associates, Cpa's, PLLC, 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Woody & Associates, Cpa's, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Woody & Associates, Cpa's, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 26.70278500592126% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.72M $4.72M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 20 $4M
2023 1 14 $4M
2024 1 13 $5M

Woody & Associates, Cpa's, PLLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$490K
Employer EIN731464077
Plan Effective Date1985-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Woody & Associates, Cpa's, PLLC, 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Woody & Associates, Cpa's, PLLC, 401(k) Profit Sharing Plan, Total assets ($B): 0.004213815 · Participants: 14Woody & Associates, Cpa's, PLLC, 401(k) Profit Sharing PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Woody & Associates, Cpa's, PLLC, 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Woody & Associates, Cpa's, PLLC, 401(k) Profit Sharing Plan side-by-side with 3 peers →

Woody & Associates, Cpa's, PLLC, 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Roadclipper Enterprises Inc. 401(k) Plan in TX ($4M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Woody & Associates, Cpa's, PLLC, 401(k) Profit Sharing Plan assets move in 2023? ▼
Woody & Associates, Cpa's, PLLC, 401(k) Profit Sharing Plan grew at a solid clip - up 13.2% during 2023, from $4M to $4M. Reported net income was $490K.
How have Woody & Associates, Cpa's, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woody & Associates, Cpa's, PLLC's sponsor-wide assets grew 26.7%, from $4M to $5M.
Which 401(k) plans are similar in size to Woody & Associates, Cpa's, PLLC, 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roadclipper Enterprises Inc. 401(k) Plan in TX ($4M, 516 participants).
Which 401(k) plans cover a similar participant headcount to Woody & Associates, Cpa's, PLLC, 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 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 731464077.

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.