401(k) · DOL Form 5500 · 2023

Woodland Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
28
Participants Small participant base
44th
Percentile by assets National rank
$177,384
Avg per participant Above avg balance/head
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Official DOL plan name: Woodland Partners, Inc. 401(k) Plan · Sponsored by Woodland Partners, Inc. · Massachusetts · Wholesale Trade

$5M in assets, 28 participants

Woodland Partners, Inc.'s Woodland Partners, Inc. 401(k) Plan reported $5M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,108 in Wholesale Trade (6,309 peers)

Woodland Partners, Inc. multi-year trail

Woodland Partners, Inc.'s plans moved +28.1% in assets from 2022 to 2024; this filing shows Woodland Partners, Inc. 401(k) Plan at $5M / 28 participants.

#2,108
in Wholesale Trade (6,309 peers)
-0.1%
assets change YoY

The plan reported a net loss of $5K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Woodland Partners, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Woodland Partners, Inc. 401(k) Plan vs every filed plan by assets

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

$4,966,762 44th percentile higher than 44% 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

Woodland Partners, 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. Woodland Partners, Inc. 401(k) Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Woodland Partners, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$5K in the plan year 2023 filing.
  • Woodland Partners, Inc. 401(k) Plan reported participants rose from 20 in the plan year 2022 filing to 28 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043531186 · Woodland Partners, Inc. PY 2023 · 401(k)

Woodland Partners, Inc. 401(k) Plan · $5M · 28 · 44th

  • SCH $5M
  • SCH 28
  • SCH 44th
  • SCH 401(k)
  • SCH near Eye Specialists of Chicago and Highland Park 401(k) Plan
  • SCH ind #2108

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Woodland Partners, Inc. 401(k) Plan in the asset neighbourhood

Woodland Partners, Inc. 401(k) PlanWoodland Partners, Inc. 401(…$5MEye Specialists of Chicago and Highland Park 401(k) PlanEye Specialists of Chicago a…$5MColite International, Ltd. 401 K Profit Sharing PlanColite International, Ltd. 4…$5MCarrus Healthcare 401(k) Plan$5MOak Ridge Investments, LLC 401(k) Retirement Plan & TrustOak Ridge Investments, LLC 4…$5M
End-of-year total assets ($M) among Woodland Partners, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Woodland Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Woodland Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 28.051676006103225% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.8M $31.8M ▲ +28.1%
Year Plans Participants Total Assets
2022 2 40 $25M
2023 2 47 $31M
2024 2 34 $32M

Woodland Partners, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$5K
Employer EIN043531186
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Woodland Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Woodland Partners, Inc. 401(k) Plan, Total assets ($B): 0.004966762 · Participants: 28Woodland Partners, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Woodland Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Woodland Partners, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Eye Specialists of Chicago and Highland Park 401(k) Plan in IL ($5M); by covered participants it is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Woodland Partners, Inc. 401(k) Plan assets move in 2023? ▼
Woodland Partners, Inc. 401(k) Plan held essentially flat - down 0.1% during 2023, from $5M to $5M. Reported net income was -$5K.
How have Woodland Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodland Partners, Inc.'s sponsor-wide assets grew 28.1%, from $25M to $32M.
Which 401(k) plans are similar in size to Woodland Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eye Specialists of Chicago and Highland Park 401(k) Plan in IL ($5M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Woodland Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants, $848K 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 043531186.

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.