Defined Benefit (Pension) · DOL Form 5500 · 2023

Woodward, Inc. Pension Plan

Data updated 2026-08-25

$153M
Total assets Near avg plan size
247
Participants Below avg headcount
94th
Percentile by assets National rank
$617,726
Avg per participant High balance/head
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Official DOL plan name: Woodward Hrt Pension Plan · Sponsored by Woodward, Inc. · Colorado · Manufacturing

$153M in assets, 247 participants

Woodward, Inc.'s Woodward Hrt Pension Plan reported $153M in total assets and 247 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,887 in Manufacturing (18,722 peers)

Where Woodward Hrt Pension Plan sits by assets

Woodward Hrt Pension Plan sits in the top 10% of all filed plans by assets, $153M for 247 participants (~$617,726/participant), up 7.7% in 2023.

#16,887
in Manufacturing (18,722 peers)
+7.7%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Woodward Hrt Pension Plan's outsized position by total assets

Woodward Hrt Pension Plan vs every filed plan by assets

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

$152,578,243 Top 6% higher than 94% 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 Pension 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. Woodward Hrt Pension Plan sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Woodward Hrt Pension Plan reported net income rose from -$55M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Woodward Hrt Pension Plan reported participants fell from 274 in the plan year 2022 filing to 247 in the plan year 2023 filing.
  • Woodward Hrt Pension Plan end-of-year assets rose from $142M in the plan year 2022 filing to $153M 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 · Defined Benefit (Pension)

Woodward Hrt Pension Plan · $153M · 247 · 94th

  • BOOK $153M
  • BOOK 247
  • BOOK 94th
  • BOOK Defined Benefit (Pension)
  • BOOK near Eastern Shore Teamsters Pension Fund
  • BOOK ind #16887

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 Pension Plan in the asset neighbourhood

Solano-Napa Counties Electrical Workers Pension PlanSolano-Napa Counties Electri…$153MLocal 703, I.B of T., Grocery & Food Employees' Pension PlanLocal 703, I.B of T., Grocer…$153MWoodward Hrt Pension Plan$153MEastern Shore Teamsters Pension FundEastern Shore Teamsters Pens…$152MMw&e Cash Balance Plan$152M
End-of-year total assets ($M) among Woodward Hrt Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$142M
Net Assets (End of Year)$153M
Net Income$11M
Employer EIN361984010
Plan Effective Date2009-04-03
Filing StatusFILING 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
$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

Nearby Defined Benefit (Pension) Plans in Colorado

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Woodward Hrt Pension Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 00.511.5 Total assets ($B) Participants Woodward Hrt Pension Plan, Total assets ($B): 0.152578243 · Participants: 247Woodward Hrt Pension PlanRocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan, Total assets ($B): 1.28371737 · Participants: 39434Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBall Pension Plan, Total assets ($B): 0.95106192 · Participants: 1506Ball Pension PlanPcs U.S. Employees' Pension Plan, Total assets ($B): 0.853837683 · Participants: 1340Pcs U.S. Employees' Pension PlanMedianews Group Pension Plan, Total assets ($B): 0.434038888 · Participants: 213Medianews Group Pension PlanNational Renewable Energy Laboratory Shared Security Pension Plan, Total assets ($B): 0.406218917 · Participants: 2822National Renewable Energy Laboratory Shared Security Pension Plan
Woodward Hrt Pension Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants
Compare Woodward Hrt Pension Plan side-by-side with 3 peers →

Woodward Hrt Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Colorado, the nearest Defined Benefit (Pension) by assets is Eastern Shore Teamsters Pension Fund in MD ($152M); by covered participants it is Lexmark Retirement Growth Account Plan II in KY (247 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($153M here).

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Pension Plan assets move in 2023? ▼
Woodward Hrt Pension Plan grew at a solid clip - up 7.7% during 2023, from $142M to $153M. Reported net income was $11M.
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.
Where does Woodward Hrt Pension Plan rank by assets among Form 5500 filers? ▼
Woodward Hrt Pension Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Woodward Hrt Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Eastern Shore Teamsters Pension Fund in MD ($152M, 330 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Woodward Hrt Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lexmark Retirement Growth Account Plan II in KY (247 participants, $12M 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.