401(k) · DOL Form 5500 · 2023

Woolpert, Inc. 401(k) Plan

Data updated 2026-08-25

$187M
Total assets Near avg plan size
1,394
Participants Near avg headcount
94th
Percentile by assets National rank
$133,956
Avg per participant Near avg balance/head
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Official DOL plan name: Woolpert 401(k) Plan · Sponsored by Woolpert, Inc. · Ohio · Professional & Technical Services

$187M in assets, 1,394 participants

Woolpert, Inc.'s Woolpert 401(k) Plan reported $187M in total assets and 1,394 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,439 in Professional & Technical Services (20,321 peers)

Where Woolpert 401(k) Plan sits by assets

Woolpert 401(k) Plan sits in the top 10% of all filed plans by assets, $187M for 1,394 participants (~$133,956/participant), up 23.8% in 2023.

#19,439
in Professional & Technical Services (20,321 peers)
+23.8%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Woolpert 401(k) Plan's outsized position by total assets

Woolpert 401(k) Plan vs every filed plan by assets

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

$186,734,410 Top 6% higher than 94% 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

Woolpert 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. Woolpert 401(k) Plan lands in the large band (1,394 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Woolpert 401(k) Plan reported net income rose from -$29M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Woolpert 401(k) Plan end-of-year assets rose from $151M in the plan year 2022 filing to $187M in the plan year 2023 filing.
  • Woolpert 401(k) Plan reported participants rose from 1,271 in the plan year 2022 filing to 1,394 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 201391406 · Woolpert, Inc. PY 2023 · 401(k)

Woolpert 401(k) Plan · $187M · 1,394 · 94th

  • VS-ST $187M
  • VS-ST 1,394
  • VS-ST 94th
  • VS-ST 401(k)
  • VS-ST near Badger Meter Employee Savings and Stock Ownership Plan
  • VS-ST ind #19439

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Woolpert 401(k) Plan in the asset neighbourhood

Dragados USA, Inc. 401(k) PlanDragados USA, Inc. 401(k) Pl…$187MThe Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing PlanThe Parker Poe Adams & Berns…$187MWoolpert 401(k) Plan$187MBadger Meter Employee Savings and Stock Ownership PlanBadger Meter Employee Saving…$187MSubcom, LLC$187M
End-of-year total assets ($M) among Woolpert 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$151M
Net Assets (End of Year)$187M
Net Income$30M
Employer EIN201391406
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Woolpert, Inc.)

Sponsor-wide plan assets over time

All Woolpert, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$248M 64.24228281998147% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $151M $248M ▲ +64.2%
Year Plans Participants Total Assets
2022 1 1,271 $151M
2023 1 1,394 $187M
2024 1 1,621 $248M

Nearby 401(k) Plans in Ohio

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

Woolpert 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Woolpert 401(k) Plan, Total assets ($B): 0.18673441 · Participants: 1394Woolpert 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Woolpert 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Woolpert 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Badger Meter Employee Savings and Stock Ownership Plan in WI ($187M); by covered participants it is W. E. Aubuchon Co., Inc. 401(k) Retirement Plan in MA (1,394 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($187M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,394 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 Woolpert 401(k) Plan assets move in 2023? ▼
Woolpert 401(k) Plan grew sharply - up 23.8% during 2023, from $151M to $187M. Reported net income was $30M.
How have Woolpert, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woolpert, Inc.'s sponsor-wide assets grew 64.2%, from $151M to $248M.
Where does Woolpert 401(k) Plan rank by assets among Form 5500 filers? ▼
Woolpert 401(k) Plan ranks in the 94th 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 Woolpert 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Badger Meter Employee Savings and Stock Ownership Plan in WI ($187M, 800 participants).
Which 401(k) plans cover a similar participant headcount to Woolpert 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is W. E. Aubuchon Co., Inc. 401(k) Retirement Plan in MA (1,394 participants, $52M 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 201391406.

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.