401(k) · DOL Form 5500 · 2023
Wood, Smith, Henning, & Berman LLP 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 517
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $63,272
- Avg per participant Low balance/head
Official DOL plan name: Wood, Smith, Henning & Berman LLP Attorneys & Staff 401(k) Plan and Trust · Sponsored by Wood, Smith, Henning, & Berman LLP · California · Professional & Technical Services
$33M in assets, 517 participants
Wood, Smith, Henning, & Berman LLP's Wood, Smith, Henning & Berman LLP Attorneys & Staff 401(k) Plan and Trust reported $33M in total assets and 517 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #16,449 in Professional & Technical Services (20,321 peers)
Where Wood, Smith, Henning & Berman LLP Attorneys & Staff 401(k) Plan and Trust sits by assets
Wood, Smith, Henning & Berman LLP Attorneys & Staff 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $33M for 517 participants (~$63,272/participant), up 29.7% in 2023.
- #16,449
- in Professional & Technical Services (20,321 peers)
- +29.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Wood, Smith, Henning & Berman LLP Attorneys & Staff 401(k) Plan and Trust's outsized position by total assets
Wood, Smith, Henning & Berman LLP Attorneys & Staff 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$32,711,580 Top 20% higher than 80% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Wood, Smith, Henning & Berman LLP Attorneys & Staff 401(k) Plan and Trust 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. Wood, Smith, Henning & Berman LLP Attorneys & Staff 401(k) Plan and Trust sits mid-pack in the medium band (517 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wood, Smith, Henning & Berman LLP Attorneys & Staff 401(k) Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Wood, Smith, Henning & Berman LLP Attorneys & Staff 401(k) Plan and Trust end-of-year assets rose from $25M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- Wood, Smith, Henning & Berman LLP Attorneys & Staff 401(k) Plan and Trust reported participants rose from 460 in the plan year 2022 filing to 517 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 954608126 · Wood, Smith, Henning, & Berman LLP PY 2023 · 401(k)
Wood, Smith, Henning & Berman LLP Attorneys & Staff 401(k) Plan and Trust · $33M · 517 · 80th
- PHOTO $33M
- PHOTO 517
- PHOTO 80th
- PHOTO 401(k)
- PHOTO near Queensborough Company 401(k) Profit Sharing Plan
- PHOTO ind #16449
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 California →
Wood, Smith, Henning & Berman LLP Attorneys & Staff 401(k) Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $9M |
| Employer EIN | 954608126 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wood, Smith, Henning, & Berman LLP)
Sponsor-wide plan assets over time
All Wood, Smith, Henning, & Berman LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 58.705278815279016% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 460 | $25M |
| 2023 | 1 | 517 | $33M |
| 2024 | 1 | 579 | $40M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Wood, Smith, Henning & Berman LLP Attorneys & Staff 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Queensborough Company 401(k) Profit Sharing Plan in GA ($33M); by covered participants it is Iti, Inc. 401(k) Plan in NY (517 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Queensborough Company 401(k) Profit Sharing Plan (GA) $33M · 336
- Colors & Effects USA LLC 401(k) Plan (NJ) $33M · 362
- The Eads Group 401(k) Profit Sharing Plan (PA) $33M · 236
- St. Croix Hospice 401(k) Plan (MN) $33M · 1,559
Similar participant headcount
Nearest other-state filings by covered participants (517 participants); asset peers above are excluded.
- Iti, Inc. 401(k) Plan (NY) 517 · 0 off
- Schuster Co Inc 401(k) P/S (IA) 517 · 0 off
- Astenjohnson Retirement Savings Plan (SC) 517 · 0 off
- Issues Management, Inc. 401(k) Plan (SD) 517 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.