401(k) · DOL Form 5500 · 2023
Woodmen of the World Life Insurance Society 401(k) Plan
Data updated 2026-08-25
- $139M
- Total assets Near avg plan size
- 1,325
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $104,755
- Avg per participant Below avg balance/head
Official DOL plan name: Woodmenlife 401(k) Plan · Sponsored by Woodmen of the World Life Insurance Society · Nebraska · Finance & Insurance
$139M in assets, 1,325 participants
Woodmen of the World Life Insurance Society's Woodmenlife 401(k) Plan reported $139M in total assets and 1,325 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,917 in Finance & Insurance (8,869 peers)
Coverage in Nebraska
Woodmenlife 401(k) Plan covers 1,325 participants in Nebraska, 2.4x the typical Nebraska plan (state average ~552 per filing). Assets: $139M.
- #7,917
- in Finance & Insurance (8,869 peers)
- +24.9%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Woodmenlife 401(k) Plan's outsized position by total assets
Woodmenlife 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$138,799,936 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Woodmenlife 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Woodmenlife 401(k) Plan lands in the large band (1,325 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Woodmenlife 401(k) Plan reported net income rose from -$22M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Woodmenlife 401(k) Plan end-of-year assets rose from $111M in the plan year 2022 filing to $139M in the plan year 2023 filing.
- Woodmenlife 401(k) Plan reported participants rose from 1,269 in the plan year 2022 filing to 1,325 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 470339250 · Woodmen of the World Life Insurance Society PY 2023 · 401(k)
Woodmenlife 401(k) Plan · $139M · 1,325 · 93rd
- RANK $139M
- RANK 1,325
- RANK 93rd
- RANK 401(k)
- RANK near Marshall Medical Center 403(b) Retirement Plan
- RANK ind #7917
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 Finance & Insurance retirement plans → · Plans in Nebraska →
Woodmenlife 401(k) Plan in the asset neighbourhood
Nebraska filing particulars
| Total Assets (Beginning of Year) | $111M |
|---|---|
| Net Assets (End of Year) | $139M |
| Net Income | $28M |
| Employer EIN | 470339250 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Woodmen of the World Life Insurance Society)
Sponsor-wide plan assets over time
All Woodmen of the World Life Insurance Society plans reported in each filing year
- Latest sponsor-wide plan assets
- $988M 19.03037372404296% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,580 | $830M |
| 2023 | 2 | 1,604 | $911M |
| 2024 | 2 | 1,712 | $988M |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Hdr, Inc. Best Plan and ESOP $6.3B · 10,652
- Peter Kiewit Sons, Inc. Retirement Savings Plan $2.4B · 16,947
- Union Pacific Corporation Thrift Plan $2.3B · 5,470
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.3B · 27,770
- First National of Nebraska, Inc. First Savings Plan $926M · 5,038
Woodmenlife 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Marshall Medical Center 403(b) Retirement Plan in CA ($139M); by covered participants it is Digital Room LLC 401(k) Plan in CA (1,325 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($139M here).
- Marshall Medical Center 403(b) Retirement Plan (CA) $139M · 1,482
- Virtusa Corporation 401(k) Plan (MA) $139M · 3,545
- Core Specialty Insurance Services, Inc. 401(k) Plan (OH) $139M · 644
- Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan (NC) $139M · 222
Similar participant headcount
Nearest other-state filings by covered participants (1,325 participants); asset peers above are excluded.
- Digital Room LLC 401(k) Plan (CA) 1,325 · 0 off
- Dead River 401(k) Retirement Savings Plan (ME) 1,325 · 0 off
- Musco Profit Sharing and Employee Savings Plan (IA) 1,325 · 0 off
- Ucare 401(k) Retirement Savings Plan (MN) 1,326 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.