401(k) · DOL Form 5500 · 2023

Wentwood Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
179
Participants Small participant base
40th
Percentile by assets National rank
$22,442
Avg per participant Low balance/head
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Official DOL plan name: Wentwood Companies 401(k) Plan · Sponsored by Wentwood Companies, Inc. · Texas · Real Estate

$4M in assets, 179 participants

Wentwood Companies, Inc.'s Wentwood Companies 401(k) Plan reported $4M in total assets and 179 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,848 in Real Estate (4,727 peers)

Coverage in Texas

Wentwood Companies 401(k) Plan covers 179 participants in Texas, about 26% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#2,848
in Real Estate (4,727 peers)
-9.9%
assets change YoY

The plan reported a net loss of $439K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wentwood Companies 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Wentwood Companies 401(k) Plan vs every filed plan by assets

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

$4,017,119 40th percentile higher than 40% 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

Wentwood Companies 401(k) 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. Wentwood Companies 401(k) Plan sits mid-pack in the medium band (179 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wentwood Companies 401(k) Plan reported net income rose from -$788K in the plan year 2022 filing to -$439K in the plan year 2023 filing.
  • Wentwood Companies 401(k) Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Wentwood Companies 401(k) Plan reported participants fell from 198 in the plan year 2022 filing to 179 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 832138839 · Wentwood Companies, Inc. PY 2023 · 401(k)

Wentwood Companies 401(k) Plan · $4M · 179 · 40th

  • RANK $4M
  • PHOTO 179
  • IND 40th
  • EOY 401(k)
  • 5500 near Mrd, Inc. 401(k) Plan
  • ASSETS ind #2848

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 Real Estate retirement plans → · Plans in Texas →

Wentwood Companies 401(k) Plan in the asset neighbourhood

Wentwood Companies 401(k) PlanWentwood Companies 401(k) Pl…$4MMrd, Inc. 401(k) Plan$4MRonald L. Wolfe & Associates, Inc. 401(k) Profit Sharing PlanRonald L. Wolfe & Associates…$4MFarm Worker Movement Retirement PlanFarm Worker Movement Retirem…$4MApollo Professional Solutions, Inc. 401(k) PlanApollo Professional Solution…$4M
End-of-year total assets ($M) among Wentwood Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$439K
Employer EIN832138839
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wentwood Companies, Inc.)

Sponsor-wide plan assets over time

All Wentwood Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 16.95849862549178% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.46M $5.21M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 198 $4M
2023 1 179 $4M
2024 1 171 $5M

Nearby 401(k) Plans in Texas

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

Wentwood Companies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Wentwood Companies 401(k) Plan, Total assets ($B): 0.004017119 · Participants: 179Wentwood Companies 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Wentwood Companies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Wentwood Companies 401(k) Plan side-by-side with 3 peers →

Wentwood Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mrd, Inc. 401(k) Plan in AK ($4M); by covered participants it is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 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 Wentwood Companies 401(k) Plan assets move in 2023? ▼
Wentwood Companies 401(k) Plan pulled back noticeably - down 9.9% during 2023, from $4M to $4M. Reported net income was -$439K.
How have Wentwood Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wentwood Companies, Inc.'s sponsor-wide assets grew 17.0%, from $4M to $5M.
Which 401(k) plans are similar in size to Wentwood Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mrd, Inc. 401(k) Plan in AK ($4M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Wentwood Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants, $4M 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 832138839.

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.