ESOP · DOL Form 5500 · 2023

Woodward Communications, Inc ESOP

Data updated 2026-08-11

$35M
Total assets
222
Participants
81st
Percentile by assets
$157,134
Avg per participant
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Official DOL plan name: Woodward Communications, Inc Employee Stock Ownership Plan · Sponsored by Woodward Communications, Inc · Iowa · Information & Media

$35M in assets, 222 participants

Woodward Communications, Inc's Woodward Communications, Inc Employee Stock Ownership Plan reported $35M in total assets and 222 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • 81st percentile by assets (of 127,072 plans)
  • #2,093 in Information & Media (2,818 peers)

Coverage in Iowa

Woodward Communications, Inc Employee Stock Ownership Plan covers 222 participants in Iowa, about 36% of the average Iowa filer (state average ~609 per filing). Assets: $35M.

$35M
total plan assets (2023 EOY)
222
covered participants
81st
percentile by assets (of 127,072 plans)
$157,134
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Woodward Communications, Inc Employee Stock Ownership Plan sits by total assets

Woodward Communications, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$34,883,725 Top 19% higher than 81% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Woodward Communications, Inc Employee Stock Ownership Plan reported net income rose from -$17M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Woodward Communications, Inc Employee Stock Ownership Plan reported participants fell from 336 in the plan year 2022 filing to 222 in the plan year 2023 filing.
  • Woodward Communications, Inc Employee Stock Ownership Plan end-of-year assets fell from $38M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Iowa
Industry
Information & Media

Participants vs Iowa filers

In Iowa, the average filing covers about 609 participants across 1,246 plans. Woodward Communications, Inc Employee Stock Ownership Plan reports 222 participants - about 36% of that state average ($35M EOY assets).

Iowa filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN420559640
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Woodward Communications, Inc)

$70M$70.5M$71M$71.5M 202220232024 $71.3M $70.5M ▼ -1.2%
Total plan assets by year, all Woodward Communications, Inc plans on file
Year Plans Participants Total Assets
2022 2 764 $71M
2023 2 502 $71M
2024 2 567 $70M

Nearby ESOP Plans in Iowa

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

Woodward Communications, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 020040060080010001200 -20002004006008001000 Total assets ($M) Participants Woodward Communicati…, Total assets ($M): 34.883725 · Participants: 222Woodward Communicati…Employee Owned Brand…, Total assets ($M): 863.986659 · Participants: 802Employee Owned Brand…Van Meter Industrial…, Total assets ($M): 596.09835 · Participants: 801Van Meter Industrial…Precision, Inc. Empl…, Total assets ($M): 438.062674 · Participants: 667Precision, Inc. Empl…Ita Group Holdings, …, Total assets ($M): 427.790025 · Participants: 771Ita Group Holdings, …Vgm Group, Inc. Empl…, Total assets ($M): 405.931426 · Participants: 1070Vgm Group, Inc. Empl…
Woodward Communications, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Woodward Communications, Inc Employee St… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Woodward Communications, Inc Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Woodward Communications, Inc Employee Stock Ownership Plan assets move in 2023? ▼
Woodward Communications, Inc Employee Stock Ownership Plan pulled back noticeably - down 8.8% during 2023, from $38M to $35M. Reported net income was -$3M.
How have Woodward Communications, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodward Communications, Inc's sponsor-wide assets declined 1.2%, from $71M to $70M.
Where does Woodward Communications, Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Woodward Communications, Inc Employee Stock Ownership Plan ranks in the 81st 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 ESOP plans are similar in size to Woodward Communications, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Viasun Corporation Employee Stock Ownership Plan in AZ ($35M, 105 participants).

Next read for Woodward Communications, Inc Employee St…

Filing takeaways

Ways to act on Woodward Communications, Inc Employee Stock Ownership Plan's numbers.

  • By total assets, Woodward Communications, Inc Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Iowa. Compare plans
  • Woodward Communications, Inc's sponsor-wide assets have declined 1.2% since 2022 across 3 plan years on file. More Information & Media plans

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 420559640.

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.