Profit Sharing · DOL Form 5500 · 2023

Wood Bros Air Conditioning Co Profit Sharing Plan

Data updated 2026-08-25

$386K
Total assets Small plan by assets
7
Participants Small participant base
16th
Percentile by assets National rank
$55,072
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wood Bros Air Conditioning Inc Profit Sharing Plan · Sponsored by Wood Bros Air Conditioning Co · California · Construction

$386K in assets, 7 participants

Wood Bros Air Conditioning Co's Wood Bros Air Conditioning Inc Profit Sharing Plan reported $386K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,291 in Construction (9,030 peers)

What the 2023 filing shows

Wood Bros Air Conditioning Inc Profit Sharing Plan holds $386K for 7 participants - about $55,072 per participant, among the smaller plans by assets on file.

#1,291
in Construction (9,030 peers)
+2.1%
assets growth YoY

Wood Bros Air Conditioning Inc Profit Sharing Plan among the smaller filed plans by assets

Wood Bros Air Conditioning Inc Profit Sharing Plan vs every filed plan by assets

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

$385,503 16th percentile higher than 16% 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

Wood Bros Air Conditioning Inc Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wood Bros Air Conditioning Inc Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wood Bros Air Conditioning Inc Profit Sharing Plan reported net income rose from -$16K in the plan year 2022 filing to $8K in the plan year 2023 filing.
  • Wood Bros Air Conditioning Inc Profit Sharing Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Wood Bros Air Conditioning Inc Profit Sharing Plan end-of-year assets rose from $378K in the plan year 2022 filing to $386K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 823909531 · Wood Bros Air Conditioning Co PY 2023 · Profit Sharing

Wood Bros Air Conditioning Inc Profit Sharing Plan · $386K · 7 · 16th

  • EOY $386K
  • EOY 7
  • EOY 16th
  • EOY Profit Sharing
  • EOY near Showcase Home Improvements Inc Profit Sharing Plan & Trust
  • EOY ind #1291

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 Construction retirement plans → · Plans in California →

Wood Bros Air Conditioning Inc Profit Sharing Plan in the asset neighbourhood

Wood Bros Air Conditioning Inc Profit Sharing PlanWood Bros Air Conditioning I…$386KShowcase Home Improvements Inc Profit Sharing Plan & TrustShowcase Home Improvements I…$385KSms Econo Retirement Plan$386KEast Tools Inc. Retirement PlanEast Tools Inc. Retirement P…$386KGreen Valley Properties, Inc. Retirement PlanGreen Valley Properties, Inc…$386K
End-of-year total assets ($M) among Wood Bros Air Conditioning Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$378K
Net Assets (End of Year)$384K
Net Income$8K
Employer EIN823909531
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wood Bros Air Conditioning Co)

Sponsor-wide plan assets over time

All Wood Bros Air Conditioning Co plans reported in each filing year

Latest sponsor-wide plan assets
$392K 3.7237986294260326% vs 2022
2024 filing year
$0.38M$0.38M$0.39M$0.39M$0.4M 202220232024 $0.38M $0.39M ▲ +2.6%
Year Plans Participants Total Assets
2022 1 6 $378K
2023 1 7 $386K
2024 1 6 $392K

Nearby Profit Sharing Plans in California

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

Wood Bros Air Conditioning Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Wood Bros Air Conditioning Inc Profit Sharing Plan, Total assets ($B): 0.000385503 · Participants: 7Wood Bros Air Conditioning Inc Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Wood Bros Air Conditioning Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Wood Bros Air Conditioning Inc Profit Sharing Plan side-by-side with 3 peers →

Wood Bros Air Conditioning Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Showcase Home Improvements Inc Profit Sharing Plan & Trust in MD ($385K); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($386K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Wood Bros Air Conditioning Inc Profit Sharing Plan assets move in 2023? ▼
Wood Bros Air Conditioning Inc Profit Sharing Plan edged up modestly - up 2.1% during 2023, from $378K to $386K. Reported net income was $8K.
How have Wood Bros Air Conditioning Co plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wood Bros Air Conditioning Co's sponsor-wide assets grew 3.7%, from $378K to $392K.
Where does Wood Bros Air Conditioning Inc Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Wood Bros Air Conditioning Inc Profit Sharing Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Wood Bros Air Conditioning Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Showcase Home Improvements Inc Profit Sharing Plan & Trust in MD ($385K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Wood Bros Air Conditioning Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants, N/A 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 823909531.

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.