401(k) · DOL Form 5500 · 2023

Tom Wood, Inc. 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
951
Participants Near avg headcount
87th
Percentile by assets National rank
$62,409
Avg per participant Low balance/head
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Official DOL plan name: Tom Wood Group 401(k) Profit Sharing Plan · Sponsored by Tom Wood, Inc. · Indiana · Retail Trade

$59M in assets, 951 participants

Tom Wood, Inc.'s Tom Wood Group 401(k) Profit Sharing Plan reported $59M in total assets and 951 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,812 in Retail Trade (8,414 peers)

Where Tom Wood Group 401(k) Profit Sharing Plan sits by assets

Tom Wood Group 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $59M for 951 participants (~$62,409/participant), up 28.9% in 2023.

#7,812
in Retail Trade (8,414 peers)
+28.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Tom Wood Group 401(k) Profit Sharing Plan's outsized position by total assets

Tom Wood Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$59,351,004 Top 13% higher than 87% 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

Tom Wood Group 401(k) Profit Sharing 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. Tom Wood Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (951 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tom Wood Group 401(k) Profit Sharing Plan reported net income rose from -$8M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Tom Wood Group 401(k) Profit Sharing Plan end-of-year assets rose from $46M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • Tom Wood Group 401(k) Profit Sharing Plan reported participants rose from 913 in the plan year 2022 filing to 951 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 351363838 · Tom Wood, Inc. PY 2023 · 401(k)

Tom Wood Group 401(k) Profit Sharing Plan · $59M · 951 · 87th

  • SCH $59M
  • EBSA 951
  • PART 87th
  • TYPE 401(k)
  • NET near The Washington Prime Group Retirement Savings Plan
  • BOOK ind #7812

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 Retail Trade retirement plans → · Plans in Indiana →

Tom Wood Group 401(k) Profit Sharing Plan in the asset neighbourhood

Federal Defenders of San Diego, Inc. 401(k) Pension PlanFederal Defenders of San Die…$59MTom Wood Group 401(k) Profit Sharing PlanTom Wood Group 401(k) Profit…$59MThe Washington Prime Group Retirement Savings PlanThe Washington Prime Group R…$59MCheiron, Inc. Retirement Savings PlanCheiron, Inc. Retirement Sav…$59MFgmk, LLC Employees 401(k) PlanFgmk, LLC Employees 401(k) P…$59M
End-of-year total assets ($M) among Tom Wood Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$59M
Net Income$13M
Employer EIN351363838
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tom Wood, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$69M 49.93332450206482% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $46M $69M ▲ +49.9%
Year Plans Participants Total Assets
2022 1 913 $46M
2023 1 951 $59M
2024 1 967 $69M

Nearby 401(k) Plans in Indiana

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

Tom Wood Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Tom Wood Group 401(k) Profit Sharing Plan, Total assets ($B): 0.059351004 · Participants: 951Tom Wood Group 401(k) Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Tom Wood Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Tom Wood Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Tom Wood Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is The Washington Prime Group Retirement Savings Plan in OH ($59M); by covered participants it is Front Burner Employee 401(k) Plan in TX (951 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (951 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 Tom Wood Group 401(k) Profit Sharing Plan assets move in 2023? ▼
Tom Wood Group 401(k) Profit Sharing Plan grew sharply - up 28.9% during 2023, from $46M to $59M. Reported net income was $13M.
How have Tom Wood, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tom Wood, Inc.'s sponsor-wide assets grew 49.9%, from $46M to $69M.
Where does Tom Wood Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Tom Wood Group 401(k) Profit Sharing Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Tom Wood Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Washington Prime Group Retirement Savings Plan in OH ($59M, 479 participants).
Which 401(k) plans cover a similar participant headcount to Tom Wood Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Front Burner Employee 401(k) Plan in TX (951 participants, $768K 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 351363838.

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.