Money Purchase · DOL Form 5500 · 2023

Robert Arthur Woodbury Money Purchase Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
7
Participants Small participant base
52nd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Robert Arthur Woodbury II Money Purchase Plan · Sponsored by Robert Arthur Woodbury · Connecticut · Healthcare & Social Assistance

$7M in assets, 7 participants

Robert Arthur Woodbury's Robert Arthur Woodbury II Money Purchase Plan reported $7M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,182 in Healthcare & Social Assistance (17,684 peers)

Robert Arthur Woodbury multi-year trail

Robert Arthur Woodbury's plans moved +41.3% in assets from 2022 to 2024; this filing shows Robert Arthur Woodbury II Money Purchase Plan at $7M / 7 participants.

#10,182
in Healthcare & Social Assistance (17,684 peers)
+20.4%
assets growth YoY

Robert Arthur Woodbury II Money Purchase Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Robert Arthur Woodbury II Money Purchase Plan vs every filed plan by assets

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

$7,434,728 Top 48% higher than 52% 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

Robert Arthur Woodbury II Money Purchase 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. Robert Arthur Woodbury II Money Purchase Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert Arthur Woodbury II Money Purchase Plan reported net income rose from -$452K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Robert Arthur Woodbury II Money Purchase Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 061369679 · Robert Arthur Woodbury PY 2023 · Money Purchase

Robert Arthur Woodbury II Money Purchase Plan · $7M · 7 · 52nd

  • TYPE $7M
  • TYPE 7
  • TYPE 52nd
  • TYPE Money Purchase
  • TYPE near Locke & Herbert LLP Retirement Plan
  • TYPE ind #10182

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 Connecticut →

Robert Arthur Woodbury II Money Purchase Plan in the asset neighbourhood

Cedar Valley Cheese, Inc. Money Purchase PlanCedar Valley Cheese, Inc. Mo…$8MWhitefish Credit Union Association Employees' Pension PlanWhitefish Credit Union Assoc…$7MLocke & Herbert LLP Retirement PlanLocke & Herbert LLP Retireme…$7MRobert Arthur Woodbury II Money Purchase PlanRobert Arthur Woodbury II Mo…$7MJefferson Community Health Center Inc. Employees Pension PlanJefferson Community Health C…$7M
End-of-year total assets ($M) among Robert Arthur Woodbury II Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Robert Arthur Woodbury multi-year asset trail

Sponsor-wide plan assets over time

All Robert Arthur Woodbury plans reported in each filing year

Latest sponsor-wide plan assets
$9M 41.3255957401684% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.18M $8.73M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 7 $6M
2023 1 7 $7M
2024 1 7 $9M

Robert Arthur Woodbury filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN061369679
Plan Effective Date1996-12-12
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Connecticut

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Robert Arthur Woodbury II Money Purchase Plan vs. nearby Money Purchase plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Robert Arthur Woodbury II Money Purchase Plan, Total assets ($M): 7.434728 · Participants: 7Robert Arthur Woodbury II Money Purchase PlanNew England Electrical Workers Money Purchase Plan and Trust, Total assets ($M): 746.047151 · Participants: 8403New England Electrical Workers Money Purchase Plan and TrustEquinor US Holdings Inc. Money Purchase Pension Plan, Total assets ($M): 173.736211 · Participants: 626Equinor US Holdings Inc. Money Purchase Pension PlanSouthern Ct IBEW Annuity Plan, Total assets ($M): 78.724205 · Participants: 467Southern Ct IBEW Annuity PlanMoney Purchase Retirement Plan of U.a. Local 716, Total assets ($M): 36.06523 · Participants: 447Money Purchase Retirement Plan of U.a. Local 716IBEW Local No. 223 Deferred Income Plan, Total assets ($M): 27.50459 · Participants: 556IBEW Local No. 223 Deferred Income Plan
Robert Arthur Woodbury II Money Purchase Plan vs. nearby Money Purchase plans in Connecticut, assets vs. participants
Compare Robert Arthur Woodbury II Money Purchase Plan side-by-side with 3 peers →

Robert Arthur Woodbury II Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Connecticut, the nearest Money Purchase by assets is Locke & Herbert LLP Retirement Plan in NY ($7M); by covered participants it is Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX (7 participants). Same-state nearby plans are listed separately above.

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 Robert Arthur Woodbury II Money Purchase Plan assets move in 2023? ▼
Robert Arthur Woodbury II Money Purchase Plan grew sharply - up 20.4% during 2023, from $6M to $7M. Reported net income was $1M.
How have Robert Arthur Woodbury plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert Arthur Woodbury's sponsor-wide assets grew 41.3%, from $6M to $9M.
Which Money Purchase plans are similar in size to Robert Arthur Woodbury II Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Locke & Herbert LLP Retirement Plan in NY ($7M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Robert Arthur Woodbury II Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX (7 participants, $629K 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 061369679.

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.