401(k) · DOL Form 5500 · 2023

Wood Mackenzie, Inc. 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
527
Participants Below avg headcount
91st
Percentile by assets National rank
$172,869
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wood Mackenzie, Inc. 401(k) Plan · Sponsored by Wood Mackenzie, Inc. · Texas · Professional & Technical Services

$91M in assets, 527 participants

Wood Mackenzie, Inc.'s Wood Mackenzie, Inc. 401(k) Plan reported $91M in total assets and 527 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,658 in Professional & Technical Services (20,321 peers)

Where Wood Mackenzie, Inc. 401(k) Plan sits by assets

Wood Mackenzie, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $91M for 527 participants (~$172,869/participant), up 19.3% in 2023.

#18,658
in Professional & Technical Services (20,321 peers)
+19.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Wood Mackenzie, Inc. 401(k) Plan's outsized position by total assets

Wood Mackenzie, Inc. 401(k) Plan vs every filed plan by assets

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

$91,101,892 Top 9% higher than 91% 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

Wood Mackenzie, 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. Wood Mackenzie, Inc. 401(k) Plan sits mid-pack in the medium band (527 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wood Mackenzie, Inc. 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Wood Mackenzie, Inc. 401(k) Plan end-of-year assets rose from $76M in the plan year 2022 filing to $91M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 010564533 · Wood Mackenzie, Inc. PY 2023 · 401(k)

Wood Mackenzie, Inc. 401(k) Plan · $91M · 527 · 91st

  • EIN $91M
  • RANK 527
  • PHOTO 91st
  • IND 401(k)
  • EOY near Alleima USA LLC 401(k) Plan
  • 5500 ind #18658

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 Professional & Technical Services retirement plans → · Plans in Texas →

Wood Mackenzie, Inc. 401(k) Plan in the asset neighbourhood

Polar Beverages Retirement PlanPolar Beverages Retirement P…$91MWood Mackenzie, Inc. 401(k) PlanWood Mackenzie, Inc. 401(k) …$91MAlleima USA LLC 401(k) Plan$91MFarnsworth Group, Inc. 401(k) PlanFarnsworth Group, Inc. 401(k…$91MAtrium Hospitality LP 401(k) PlanAtrium Hospitality LP 401(k)…$91M
End-of-year total assets ($M) among Wood Mackenzie, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$91M
Net Income$15M
Employer EIN010564533
Plan Effective Date2002-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wood Mackenzie, Inc.)

Sponsor-wide plan assets over time

All Wood Mackenzie, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$123M 60.9479610313212% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $76.4M $123M ▲ +61.0%
Year Plans Participants Total Assets
2022 1 523 $76M
2023 1 527 $91M
2024 1 516 $123M

Nearby 401(k) Plans in Texas

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

Wood Mackenzie, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Wood Mackenzie, Inc. 401(k) Plan, Total assets ($B): 0.091101892 · Participants: 527Wood Mackenzie, 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
Wood Mackenzie, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Wood Mackenzie, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Alleima USA LLC 401(k) Plan in PA ($91M); by covered participants it is Scale Ai 401(k) Plan in CA (527 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($91M here).

Similar participant headcount

Nearest other-state filings by covered participants (527 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 Wood Mackenzie, Inc. 401(k) Plan assets move in 2023? ▼
Wood Mackenzie, Inc. 401(k) Plan grew sharply - up 19.3% during 2023, from $76M to $91M. Reported net income was $15M.
How have Wood Mackenzie, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wood Mackenzie, Inc.'s sponsor-wide assets grew 60.9%, from $76M to $123M.
Where does Wood Mackenzie, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Wood Mackenzie, Inc. 401(k) Plan ranks in the 91st 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 401(k) plans are similar in size to Wood Mackenzie, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alleima USA LLC 401(k) Plan in PA ($91M, 582 participants).
Which 401(k) plans cover a similar participant headcount to Wood Mackenzie, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Scale Ai 401(k) Plan in CA (527 participants, $23M 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 010564533.

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.