Profit Sharing · DOL Form 5500 · 2023

Woodland Pond Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
354
Participants Below avg headcount
37th
Percentile by assets National rank
$9,170
Avg per participant Low balance/head
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Official DOL plan name: Woodland Pond 403(b) Pension Plan · Sponsored by Woodland Pond · New York · Healthcare & Social Assistance

$3M in assets, 354 participants

Woodland Pond's Woodland Pond 403(b) Pension Plan reported $3M in total assets and 354 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,757 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Woodland Pond 403(b) Pension Plan covers 354 participants in New York, about 44% of the average New York filer (state average ~798 per filing). Assets: $3M.

#6,757
in Healthcare & Social Assistance (17,684 peers)
+31.7%
assets growth YoY

Woodland Pond 403(b) Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Woodland Pond 403(b) Pension Plan vs every filed plan by assets

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

$3,246,216 37th percentile higher than 37% 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

Woodland Pond 403(b) 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. Woodland Pond 403(b) Pension Plan sits mid-pack in the medium band (354 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Woodland Pond 403(b) Pension Plan reported net income rose from -$100K in the plan year 2022 filing to $782K in the plan year 2023 filing.
  • Woodland Pond 403(b) Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Woodland Pond 403(b) Pension Plan reported participants rose from 335 in the plan year 2022 filing to 354 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 300164277 · Woodland Pond PY 2023 · Profit Sharing

Woodland Pond 403(b) Pension Plan · $3M · 354 · 37th

  • PART $3M
  • PART 354
  • PART 37th
  • PART Profit Sharing
  • PART near Metalworks of Montana, Inc. Profit Sharing Plan
  • PART ind #6757

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Woodland Pond 403(b) Pension Plan in the asset neighbourhood

Woodland Pond 403(b) Pension PlanWoodland Pond 403(b) Pension…$3MMetalworks of Montana, Inc. Profit Sharing PlanMetalworks of Montana, Inc. …$3MArea Residential Care, Inc. Retirement Savings PlanArea Residential Care, Inc. …$3MShepherd Engineering Inc Profit Sharing PlanShepherd Engineering Inc Pro…$3MBobrow & Company, P. C. Retirement PlanBobrow & Company, P. C. Reti…$3M
End-of-year total assets ($M) among Woodland Pond 403(b) Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$782K
Employer EIN300164277
Plan Effective Date2010-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Woodland Pond)

Sponsor-wide plan assets over time

All Woodland Pond plans reported in each filing year

Latest sponsor-wide plan assets
$4M 71.17147895353149% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.46M $4.22M ▲ +71.5%
Year Plans Participants Total Assets
2022 1 335 $2M
2023 1 354 $3M
2024 1 362 $4M

Nearby Profit Sharing Plans in New York

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

Woodland Pond 403(b) Pension Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Woodland Pond 403(b) Pension Plan, Total assets ($B): 0.003246216 · Participants: 354Woodland Pond 403(b) Pension PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Woodland Pond 403(b) Pension Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Woodland Pond 403(b) Pension Plan side-by-side with 3 peers →

Woodland Pond 403(b) Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Metalworks of Montana, Inc. Profit Sharing Plan in MT ($3M); by covered participants it is Care Advantage, Inc. Profit Sharing Plan in VA (354 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (354 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 Woodland Pond 403(b) Pension Plan assets move in 2023? ▼
Woodland Pond 403(b) Pension Plan surged - up 31.7% during 2023, from $2M to $3M. Reported net income was $782K.
How have Woodland Pond plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodland Pond's sponsor-wide assets grew 71.2%, from $2M to $4M.
Which Profit Sharing plans are similar in size to Woodland Pond 403(b) Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Metalworks of Montana, Inc. Profit Sharing Plan in MT ($3M, 25 participants).
Which Profit Sharing plans cover a similar participant headcount to Woodland Pond 403(b) Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Care Advantage, Inc. Profit Sharing Plan in VA (354 participants, $3M 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 300164277.

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.