401(k) · DOL Form 5500 · 2023

The Woodlands Retirement Community, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
220
Participants Below avg headcount
38th
Percentile by assets National rank
$15,706
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Woodlands Retirement Community, LLC. Savings & Retirement Plan · Sponsored by The Woodlands Retirement Community, LLC · Virginia · Healthcare & Social Assistance

$3M in assets, 220 participants

The Woodlands Retirement Community, LLC's The Woodlands Retirement Community, LLC. Savings & Retirement Plan reported $3M in total assets and 220 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,013 in Healthcare & Social Assistance (17,684 peers)

Coverage in Virginia

The Woodlands Retirement Community, LLC. Savings & Retirement Plan covers 220 participants in Virginia, about 28% of the average Virginia filer (state average ~782 per filing). Assets: $3M.

#7,013
in Healthcare & Social Assistance (17,684 peers)
+16.6%
assets growth YoY

The Woodlands Retirement Community, LLC. Savings & Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Woodlands Retirement Community, LLC. Savings & Retirement Plan vs every filed plan by assets

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

$3,455,216 38th percentile higher than 38% 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

The Woodlands Retirement Community, LLC. Savings & Retirement 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. The Woodlands Retirement Community, LLC. Savings & Retirement Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Woodlands Retirement Community, LLC. Savings & Retirement Plan reported net income rose from -$897K in the plan year 2022 filing to $491K in the plan year 2023 filing.
  • The Woodlands Retirement Community, LLC. Savings & Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 331078212 · The Woodlands Retirement Community, LLC PY 2023 · 401(k)

The Woodlands Retirement Community, LLC. Savings & Retirement Plan · $3M · 220 · 38th

  • BOY $3M
  • BOY 220
  • BOY 38th
  • BOY 401(k)
  • BOY near Aes Mechanical Services Group, Inc. 401(k) Profit
  • BOY ind #7013

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 Virginia →

The Woodlands Retirement Community, LLC. Savings & Retirement Plan in the asset neighbourhood

The Woodlands Retirement Community, LLC. Savings & Retirement PlanThe Woodlands Retirement Com…$3MAes Mechanical Services Group, Inc. 401(k) ProfitAes Mechanical Services Grou…$3MJpn Management, Inc. 401(k) Profit Sharing PlanJpn Management, Inc. 401(k) …$3MAtlantic Sapphire USA, LLC 401(k) Profit Sharing PlanAtlantic Sapphire USA, LLC 4…$3MProfit Sharing Plan of Archdale Animal Hospital PAProfit Sharing Plan of Archd…$3M
End-of-year total assets ($M) among The Woodlands Retirement Community, LLC. Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$491K
Employer EIN331078212
Plan Effective Date1974-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (The Woodlands Retirement Community, LLC)

Sponsor-wide plan assets over time

All The Woodlands Retirement Community, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 27.405106362591354% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.96M $3.78M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 221 $3M
2023 1 220 $3M
2024 1 231 $4M

Nearby 401(k) Plans in Virginia

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

The Woodlands Retirement Community, LLC. Savings & Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants The Woodlands Retirement Community, LLC. Savings & Retirement Plan, Total assets ($B): 0.003455216 · Participants: 220The Woodlands Retirement Community, LLC. Savings & Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
The Woodlands Retirement Community, LLC. Savings & Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare The Woodlands Retirement Community, LLC. Savings & Retirement Plan side-by-side with 3 peers →

The Woodlands Retirement Community, LLC. Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Aes Mechanical Services Group, Inc. 401(k) Profit in AL ($3M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 The Woodlands Retirement Community, LLC. Savings & Retirement Plan assets move in 2023? ▼
The Woodlands Retirement Community, LLC. Savings & Retirement Plan grew sharply - up 16.6% during 2023, from $3M to $3M. Reported net income was $491K.
How have The Woodlands Retirement Community, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Woodlands Retirement Community, LLC's sponsor-wide assets grew 27.4%, from $3M to $4M.
Which 401(k) plans are similar in size to The Woodlands Retirement Community, LLC. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aes Mechanical Services Group, Inc. 401(k) Profit in AL ($3M, 80 participants).
Which 401(k) plans cover a similar participant headcount to The Woodlands Retirement Community, LLC. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (220 participants, $1M 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 331078212.

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.