401(k) · DOL Form 5500 · 2023
Woodward, Inc. 401(k) Plan
Data updated 2026-08-25
- $1.8B
- Total assets Very large vs avg
- 5,847
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $301,996
- Avg per participant High balance/head
Official DOL plan name: Woodward Retirement Savings Plan · Sponsored by Woodward, Inc. · Colorado · Manufacturing
$1.8B in assets, 5,847 participants
Woodward, Inc.'s Woodward Retirement Savings Plan reported $1.8B in total assets and 5,847 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #18,441 in Manufacturing (18,722 peers)
Coverage in Colorado
Woodward Retirement Savings Plan covers 5,847 participants in Colorado, 16x the typical Colorado plan (state average ~376 per filing). Assets: $1.8B.
- #18,441
- in Manufacturing (18,722 peers)
- +17.3%
- assets growth YoY
- 18×
- vs typical plan assets (national mean)
Woodward Retirement Savings Plan's outsized position by total assets
Woodward Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,765,770,435 Top 1% higher than 99% 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
Woodward Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Woodward Retirement Savings Plan lands in the large band (5,847 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Woodward Retirement Savings Plan reported net income rose from -$367M in the plan year 2022 filing to $261M in the plan year 2023 filing.
- Woodward Retirement Savings Plan end-of-year assets rose from $1.5B in the plan year 2022 filing to $1.8B in the plan year 2023 filing.
- Woodward Retirement Savings Plan reported participants rose from 5,046 in the plan year 2022 filing to 5,847 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 361984010 · Woodward, Inc. PY 2023 · 401(k)
Woodward Retirement Savings Plan · $1.8B · 5,847 · 99th
- RANK $1.8B
- PHOTO 5,847
- IND 99th
- EOY 401(k)
- 5500 near Oshkosh Corporation and Affiliates Tax Deferred Investment Plan
- ASSETS ind #18441
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 Manufacturing retirement plans → · Plans in Colorado →
Woodward Retirement Savings Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $1.5B |
|---|---|
| Net Assets (End of Year) | $1.8B |
| Net Income | $261M |
| Employer EIN | 361984010 |
| Plan Effective Date | 1952-09-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Woodward, Inc.)
Sponsor-wide plan assets over time
All Woodward, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.1B 28.05508869011334% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 5,467 | $1.7B |
| 2023 | 4 | 6,221 | $1.9B |
| 2024 | 4 | 6,562 | $2.1B |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.3B · 57,711
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
- Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
- Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491
- Nutrien 401(k) Retirement Plan $1.7B · 12,106
Scale composition for Woodward Retirement Savings Plan
Woodward Retirement Savings Plan reports $1.8B in end-of-year assets across 5,847 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $301,996 per participant (2.2x the national average assets-per-participant) . Net income for plan year 2023 was $261M.
This plan identity (EIN 361984010, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.5B to $2.0B (+30.6%) while covered participants moved from 5,046 to 6,210 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,046 | $1.5B | Open filing |
| 2023 | 5,847 | $1.8B | This page |
| 2024 · index core | 6,210 | $2.0B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Woodward Retirement Savings Plan (401(k), $2.0B, 6,210 participants)
- Woodward Hrt Pension Plan (Defined Benefit (Pension), $150M, 231 participants)
Woodward Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Oshkosh Corporation and Affiliates Tax Deferred Investment Plan in WI ($1.8B); by covered participants it is Eym Group, Inc. 401(k) Retirement Savings Plan in TX (5,851 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.8B here).
- Oshkosh Corporation and Affiliates Tax Deferred Investment Plan (WI) $1.8B · 10,771
- John Deere Tax Deferred Savings Plan (IL) $1.8B · 13,538
- Bertelsmann 401(k) Savings Plan (NY) $1.8B · 8,368
- Holland and Knight Profit Sharing Plan & Trust (FL) $1.8B · 3,060
Similar participant headcount
Nearest other-state filings by covered participants (5,847 participants); asset peers above are excluded.
- Eym Group, Inc. 401(k) Retirement Savings Plan (TX) 5,851 · 4 off
- Barry-Wehmiller Companies' 401(k) Retirement Savings Plan (MO) 5,851 · 4 off
- The University of Phoenix, Inc. Savings and Investment Plan (AZ) 5,853 · 6 off
- Borgwarner Inc. Retirement Savings Plan (MI) 5,855 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.