Profit Sharing · DOL Form 5500 · 2023

Woodward, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
76
Participants Small participant base
49th
Percentile by assets National rank
$83,485
Avg per participant Below avg balance/head
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Official DOL plan name: Woodward Hrt Retirement Account Plan · Sponsored by Woodward, Inc. · Colorado · Manufacturing

$6M in assets, 76 participants

Woodward, Inc.'s Woodward Hrt Retirement Account Plan reported $6M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #6,142 in Manufacturing (18,722 peers)

Woodward, Inc. multi-year trail

Woodward, Inc.'s plans moved +28.1% in assets from 2022 to 2024; this filing shows Woodward Hrt Retirement Account Plan at $6M / 76 participants.

#6,142
in Manufacturing (18,722 peers)
+5.0%
assets growth YoY

Woodward Hrt Retirement Account Plan's mid-pack asset rank among Manufacturing and all filers

Woodward Hrt Retirement Account Plan vs every filed plan by assets

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

$6,344,893 49th percentile higher than 49% 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

Woodward Hrt Retirement Account 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. Woodward Hrt Retirement Account Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Woodward Hrt Retirement Account Plan reported net income rose from -$2M in the plan year 2022 filing to $305K in the plan year 2023 filing.
  • Woodward Hrt Retirement Account Plan reported participants fell from 86 in the plan year 2022 filing to 76 in the plan year 2023 filing.
  • Woodward Hrt Retirement Account Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 361984010 · Woodward, Inc. PY 2023 · Profit Sharing

Woodward Hrt Retirement Account Plan · $6M · 76 · 49th

  • VS-ST $6M
  • VS-ST 76
  • VS-ST 49th
  • VS-ST Profit Sharing
  • VS-ST near North Shore Residential Development, Inc Retirement Plan
  • VS-ST ind #6142

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 Hrt Retirement Account Plan in the asset neighbourhood

North Shore Residential Development, Inc Retirement PlanNorth Shore Residential Deve…$6MGarrick Kantzler, M.D., P.a. Profit Sharing TrustGarrick Kantzler, M.D., P.a.…$6MAlliance Healthcare Services, Inc. EmployerAlliance Healthcare Services…$6MWoodward Hrt Retirement Account PlanWoodward Hrt Retirement Acco…$6MStephen D. Cooke, Dds, Inc. Profit Sharing PlanStephen D. Cooke, Dds, Inc. …$6M
End-of-year total assets ($M) among Woodward Hrt Retirement Account Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Woodward, Inc. multi-year asset trail

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
$1.6B$1.8B$2B$2.2B 202220232024 $1.67B $2.14B ▲ +28.1%
Year Plans Participants Total Assets
2022 4 5,467 $1.7B
2023 4 6,221 $1.9B
2024 4 6,562 $2.1B

Woodward, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$305K
Employer EIN361984010
Plan Effective Date2009-04-03
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Colorado

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Woodward Hrt Retirement Account Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 020406080 Total assets ($M) Participants Woodward Hrt Retirement Account Plan, Total assets ($M): 6.344893 · Participants: 76Woodward Hrt Retirement Account PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 58.660079 · Participants: 695Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 43.07945 · Participants: 1212Liberty Pr Mobility 401(k) Savings PlansAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 38.087891 · Participants: 133Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 18.249977 · Participants: 26Peterson Company Profit-Sharing PlanRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 16.472083 · Participants: 182Retirement Plan of Public Broadcasting of Colorado, Inc.
Woodward Hrt Retirement Account Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Woodward Hrt Retirement Account Plan side-by-side with 3 peers →

Woodward Hrt Retirement Account Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is North Shore Residential Development, Inc Retirement Plan in MA ($6M); by covered participants it is The Community Health Center of Central Wyoming, Inc. Defined Contribution Plan in WY (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Woodward Hrt Retirement Account Plan assets move in 2023? ▼
Woodward Hrt Retirement Account Plan grew at a solid clip - up 5.0% during 2023, from $6M to $6M. Reported net income was $305K.
How have Woodward, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodward, Inc.'s sponsor-wide assets grew 28.1%, from $1.7B to $2.1B.
Which Profit Sharing plans are similar in size to Woodward Hrt Retirement Account Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is North Shore Residential Development, Inc Retirement Plan in MA ($6M, 16 participants).
Which Profit Sharing plans cover a similar participant headcount to Woodward Hrt Retirement Account Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Community Health Center of Central Wyoming, Inc. Defined Contribution Plan in WY (76 participants, $4M 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 361984010.

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.