401(k) · DOL Form 5500 · 2023

Woodruff Sawyer & Co. 401(k) Plan

Data updated 2026-08-11

$127M
Total assets: 612
Participants: 93rd
Percentile by assets: $207,741
Avg per participant

Official DOL plan name: Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan · Sponsored by Woodruff Sawyer & Co. · California · Finance & Insurance

$127M in assets, 612 participants

Woodruff Sawyer & Co.'s Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan reported $127M in total assets and 612 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.

93rd percentile by assets (of 127,072 plans)
#7,868 in Finance & Insurance (8,869 peers)

Where Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan sits by assets

Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan sits in the top 10% of all filed plans by assets, $127M for 612 participants (~$207,741/participant), up 15.2% in 2023.

$127M
total plan assets (2023 EOY): 612
covered participants: 93rd
percentile by assets (of 127,072 plans): $207,741
avg assets per participant

Where Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan sits by total assets

Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan vs every filed plan by assets

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

$127,137,304 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

Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan reported net income rose from -$22M in the plan year 2022 filing to $17M in the plan year 2023 filing.
Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan end-of-year assets rose from $110M in the plan year 2022 filing to $127M in the plan year 2023 filing.
Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan reported participants rose from 536 in the plan year 2022 filing to 612 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

California

Industry

Finance & Insurance

Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan vs the 2023 asset distribution

By assets, Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$110M
Net Assets (End of Year)	$127M
Net Income	$17M
Employer EIN	941625126
Plan Effective Date	1970-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Woodruff Sawyer & Co.)

Total plan assets by year, all Woodruff Sawyer & Co. plans on file

Year	Plans	Participants	Total Assets
2022	2	1,068	$212M
2023	2	1,218	$206M
2024	2	1,319	$260M

Nearby 401(k) Plans in California

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

Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Woodruff-Sawyer & Co. Profit-Sharing and… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan by total assets, not by location.

Tonkon Torp LLP Profit Sharing and 401(k) Plan (OR) $127M · 185
Interdigital Savings and Protection Plan (DE) $127M · 229
Lloyds Bank Corporate Markets PLC 401(k) Plan (NY) $127M · 283
Schenck Process 401(k) Retirement Savings Plan (KS) $127M · 834

Frequently Asked Questions

How did Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan assets move in 2023? ▼

Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan grew sharply - up 15.2% during 2023, from $110M to $127M. Reported net income was $17M.

How have Woodruff Sawyer & Co. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Woodruff Sawyer & Co.'s sponsor-wide assets grew 22.6%, from $212M to $260M.

Where does Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan rank by assets among Form 5500 filers? ▼

Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Tonkon Torp LLP Profit Sharing and 401(k) Plan in OR ($127M, 185 participants).

Next read for Woodruff-Sawyer & Co. Profit-Sharing and…

Scale reading

Ways to act on Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan's numbers.

By total assets, Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
Woodruff Sawyer & Co.'s sponsor-wide assets have grown 22.6% since 2022 across 3 plan years on file. More Finance & Insurance 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 941625126.