Defined Benefit (Pension) · DOL Form 5500 · 2023

Woltz & Wind Ford, Inc. Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
144
Participants Small participant base
60th
Percentile by assets National rank
$74,979
Avg per participant Below avg balance/head
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Official DOL plan name: Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan · Sponsored by Woltz & Wind Ford, Inc. · Pennsylvania · Retail Trade

$11M in assets, 144 participants

Woltz & Wind Ford, Inc.'s Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan reported $11M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,989 in Retail Trade (8,414 peers)

Coverage in Pennsylvania

Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan covers 144 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.

#5,989
in Retail Trade (8,414 peers)
+9.6%
assets growth YoY

Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan vs every filed plan by assets

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

$10,797,000 Top 40% higher than 60% 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

Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement 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. Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan reported net income rose from -$582K in the plan year 2022 filing to $945K in the plan year 2023 filing.
  • Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 251353793 · Woltz & Wind Ford, Inc. PY 2023 · Defined Benefit (Pension)

Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan · $11M · 144 · 60th

  • IND $11M
  • IND 144
  • IND 60th
  • IND Defined Benefit (Pension)
  • IND near Avox Systems Union Pension Plan
  • IND ind #5989

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 Retail Trade retirement plans → · Plans in Pennsylvania →

Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan in the asset neighbourhood

Winsouth Credit Union Cash Balance Defined Benefit Plan and TrustWinsouth Credit Union Cash B…$11MWoltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement PlanWoltz & Wind Ford, Inc. and …$11MAvox Systems Union Pension PlanAvox Systems Union Pension P…$11MNew York Racing Association, Inc. Pension Plan for Assistant StartersNew York Racing Association,…$11MTriangle Credit Union Cash Balance Defined Benefit Plan and TrustTriangle Credit Union Cash B…$11M
End-of-year total assets ($M) among Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$945K
Employer EIN251353793
Plan Effective Date1971-02-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Woltz & Wind Ford, Inc.)

Sponsor-wide plan assets over time

All Woltz & Wind Ford, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 24.245612807083216% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.7M $24.5M ▲ +24.2%
Year Plans Participants Total Assets
2022 2 289 $20M
2023 2 290 $22M
2024 2 294 $24M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan, Total assets ($B): 0.010797 · Participants: 144Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan side-by-side with 3 peers →

Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Avox Systems Union Pension Plan in NY ($11M); by covered participants it is Tempel Employees Pension Plan in IL (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan assets move in 2023? ▼
Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan grew at a solid clip - up 9.6% during 2023, from $10M to $11M. Reported net income was $945K.
How have Woltz & Wind Ford, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woltz & Wind Ford, Inc.'s sponsor-wide assets grew 24.2%, from $20M to $24M.
Which Defined Benefit (Pension) plans are similar in size to Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Avox Systems Union Pension Plan in NY ($11M, 65 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tempel Employees Pension Plan in IL (144 participants, $56M 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 251353793.

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.