Defined Benefit (Pension) · DOL Form 5500 · 2023

P.W. Woo & Sons, Inc. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
1
Participants Small participant base
42nd
Percentile by assets National rank
$4.5M
Avg per participant High balance/head
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Official DOL plan name: P.W. Woo & Sons, Inc. Defined Benefit Pension Plan · Sponsored by P.W. Woo & Sons, Inc. · California · Wholesale Trade

$4M in assets, 1 participants

P.W. Woo & Sons, Inc.'s P.W. Woo & Sons, Inc. Defined Benefit Pension Plan reported $4M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #1,986 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

P.W. Woo & Sons, Inc. Defined Benefit Pension Plan holds $4M for 1 participant - about $4.5M per participant, in the lower half of filed plans by assets.

#1,986
in Wholesale Trade (6,309 peers)
-2.0%
assets change YoY

The plan reported a net loss of $90K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

P.W. Woo & Sons, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Wholesale Trade and all filers

P.W. Woo & Sons, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$4,497,716 42nd percentile higher than 42% 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

P.W. Woo & Sons, Inc. Defined Benefit Pension 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. P.W. Woo & Sons, Inc. Defined Benefit Pension Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • P.W. Woo & Sons, Inc. Defined Benefit Pension Plan reported net income fell from -$58K in the plan year 2022 filing to -$90K in the plan year 2023 filing.
  • P.W. Woo & Sons, Inc. Defined Benefit Pension Plan reported participants fell from 2 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • P.W. Woo & Sons, Inc. Defined Benefit Pension Plan end-of-year assets fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953373372 · P.W. Woo & Sons, Inc. PY 2023 · Defined Benefit (Pension)

P.W. Woo & Sons, Inc. Defined Benefit Pension Plan · $4M · 1 · 42nd

  • NET $4M
  • BOOK 1
  • VS-ST 42nd
  • BOY Defined Benefit (Pension)
  • SCH near Fiserv Employees' Retirement Plan
  • EBSA ind #1986

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 Wholesale Trade retirement plans → · Plans in California →

P.W. Woo & Sons, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Shoprite Supermarkets, Inc. Retail Clerks Employees' Retirement PlanShoprite Supermarkets, Inc. …$5MThe Retirement Plan for Employees of the Guilford Savings BankThe Retirement Plan for Empl…$5MPersonal Finance Company LLC Retirement Plan and Trust AgreementPersonal Finance Company LLC…$5MP.W. Woo & Sons, Inc. Defined Benefit Pension PlanP.W. Woo & Sons, Inc. Define…$4MFiserv Employees' Retirement PlanFiserv Employees' Retirement…$4M
End-of-year total assets ($M) among P.W. Woo & Sons, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$90K
Employer EIN953373372
Plan Effective Date1981-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (P.W. Woo & Sons, Inc.)

Sponsor-wide plan assets over time

All P.W. Woo & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 0.7604231237679742% vs 2022
2024 filing year
$4.45M$4.5M$4.55M$4.6M 202220232024 $4.59M $4.55M ▼ -0.9%
Year Plans Participants Total Assets
2022 1 2 $5M
2023 1 1 $4M
2024 1 1 $5M

Nearby Defined Benefit (Pension) Plans in California

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

P.W. Woo & Sons, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants P.W. Woo & Sons, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.004497716 · Participants: 1P.W. Woo & Sons, Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
P.W. Woo & Sons, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare P.W. Woo & Sons, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

P.W. Woo & Sons, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Fiserv Employees' Retirement Plan in WI ($4M); by covered participants it is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 P.W. Woo & Sons, Inc. Defined Benefit Pension Plan assets move in 2023? ▼
P.W. Woo & Sons, Inc. Defined Benefit Pension Plan edged down modestly - down 2.0% during 2023, from $5M to $4M. Reported net income was -$90K.
How have P.W. Woo & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), P.W. Woo & Sons, Inc.'s sponsor-wide assets declined 0.8%, from $5M to $5M.
Which Defined Benefit (Pension) plans are similar in size to P.W. Woo & Sons, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Fiserv Employees' Retirement Plan in WI ($4M, 43 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to P.W. Woo & Sons, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant, 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 953373372.

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.