401(k) · DOL Form 5500 · 2023

Norwood Management, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
173
Participants Small participant base
72nd
Percentile by assets National rank
$110,263
Avg per participant Below avg balance/head
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Official DOL plan name: Norwood Management, Inc. 401(k) Plan · Sponsored by Norwood Management, Inc. · Texas · Real Estate

$19M in assets, 173 participants

Norwood Management, Inc.'s Norwood Management, Inc. 401(k) Plan reported $19M in total assets and 173 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,070 in Real Estate (4,727 peers)

Coverage in Texas

Norwood Management, Inc. 401(k) Plan covers 173 participants in Texas, about 25% of the average Texas filer (state average ~688 per filing). Assets: $19M.

#4,070
in Real Estate (4,727 peers)
+24.9%
assets growth YoY

Norwood Management, Inc. 401(k) Plan's outsized position by total assets

Norwood Management, Inc. 401(k) Plan vs every filed plan by assets

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

$19,075,484 Top 28% higher than 72% 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

Norwood Management, Inc. 401(k) Plan 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. Norwood Management, Inc. 401(k) Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Norwood Management, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Norwood Management, Inc. 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Norwood Management, Inc. 401(k) Plan reported participants rose from 148 in the plan year 2022 filing to 173 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 760180698 · Norwood Management, Inc. PY 2023 · 401(k)

Norwood Management, Inc. 401(k) Plan · $19M · 173 · 72nd

  • EBSA $19M
  • PART 173
  • TYPE 72nd
  • NET 401(k)
  • BOOK near The Sanson Company Profit Sharing and Retirement Savings Plan
  • VS-ST ind #4070

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 Real Estate retirement plans → · Plans in Texas →

Norwood Management, Inc. 401(k) Plan in the asset neighbourhood

Norwood Management, Inc. 401(k) PlanNorwood Management, Inc. 401…$19MThe Sanson Company Profit Sharing and Retirement Savings PlanThe Sanson Company Profit Sh…$19MSlipstream 401(k) Retirement PlanSlipstream 401(k) Retirement…$19MPark Corporation 401(k) Plan$19MNcap, Inc. Profit Sharing 401(k) PlanNcap, Inc. Profit Sharing 40…$19M
End-of-year total assets ($M) among Norwood Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN760180698
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Norwood Management, Inc.)

Sponsor-wide plan assets over time

All Norwood Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 53.62902386449403% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.3M $23.5M ▲ +53.6%
Year Plans Participants Total Assets
2022 1 148 $15M
2023 1 173 $19M
2024 1 157 $23M

Nearby 401(k) Plans in Texas

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

Norwood Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Norwood Management, Inc. 401(k) Plan, Total assets ($B): 0.019075484 · Participants: 173Norwood Management, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Norwood Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Norwood Management, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is The Sanson Company Profit Sharing and Retirement Savings Plan in OH ($19M); by covered participants it is Ace Fix-It Hardware 401(k) Plan in PA (173 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (173 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 Norwood Management, Inc. 401(k) Plan assets move in 2023? ▼
Norwood Management, Inc. 401(k) Plan grew sharply - up 24.9% during 2023, from $15M to $19M. Reported net income was $4M.
How have Norwood Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norwood Management, Inc.'s sponsor-wide assets grew 53.6%, from $15M to $23M.
Which 401(k) plans are similar in size to Norwood Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Sanson Company Profit Sharing and Retirement Savings Plan in OH ($19M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Norwood Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ace Fix-It Hardware 401(k) Plan in PA (173 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 760180698.

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.