401(k) · DOL Form 5500 · 2023

Western Woods, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
46
Participants Small participant base
36th
Percentile by assets National rank
$67,228
Avg per participant Below avg balance/head
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Official DOL plan name: Western Woods 401(k) Profit Sharing Plan · Sponsored by Western Woods, Inc. · California · Wholesale Trade

$3M in assets, 46 participants

Western Woods, Inc.'s Western Woods 401(k) Profit Sharing Plan reported $3M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #1,593 in Wholesale Trade (6,309 peers)

Western Woods, Inc. multi-year trail

Western Woods, Inc.'s plans moved +48.5% in assets from 2022 to 2024; this filing shows Western Woods 401(k) Profit Sharing Plan at $3M / 46 participants.

#1,593
in Wholesale Trade (6,309 peers)
+26.8%
assets growth YoY

Western Woods 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Western Woods 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,092,483 36th percentile higher than 36% 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

Western Woods 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Woods 401(k) Profit Sharing Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Woods 401(k) Profit Sharing Plan reported net income rose from $389K in the plan year 2022 filing to $654K in the plan year 2023 filing.
  • Western Woods 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Western Woods 401(k) Profit Sharing Plan reported participants fell from 48 in the plan year 2022 filing to 46 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941754273 · Western Woods, Inc. PY 2023 · 401(k)

Western Woods 401(k) Profit Sharing Plan · $3M · 46 · 36th

  • RANK $3M
  • PHOTO 46
  • IND 36th
  • EOY 401(k)
  • 5500 near Comcare, Inc. 401(k) Plan
  • ASSETS ind #1593

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 →

Western Woods 401(k) Profit Sharing Plan in the asset neighbourhood

Western Woods 401(k) Profit Sharing PlanWestern Woods 401(k) Profit …$3MComcare, Inc. 401(k) Plan$3MBristol Adult Resource Center, Inc. Retirement Plan & TrustBristol Adult Resource Cente…$3MPbl Savings Plan$3MContinental Home Care Retirement PlanContinental Home Care Retire…$3M
End-of-year total assets ($M) among Western Woods 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Western Woods, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Western Woods, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 48.493744768167% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.44M $3.62M ▲ +48.4%
Year Plans Participants Total Assets
2022 1 48 $2M
2023 1 46 $3M
2024 1 46 $4M

Western Woods, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$654K
Employer EIN941754273
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Western Woods 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Western Woods 401(k) Profit Sharing Plan, Total assets ($B): 0.003092483 · Participants: 46Western Woods 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Western Woods 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Western Woods 401(k) Profit Sharing Plan side-by-side with 3 peers →

Western Woods 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Comcare, Inc. 401(k) Plan in TN ($3M); by covered participants it is Savant Learning Systems, Inc. 401(k) Plan in TN (46 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Western Woods 401(k) Profit Sharing Plan assets move in 2023? ▼
Western Woods 401(k) Profit Sharing Plan grew sharply - up 26.8% during 2023, from $2M to $3M. Reported net income was $654K.
How have Western Woods, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Woods, Inc.'s sponsor-wide assets grew 48.5%, from $2M to $4M.
Which 401(k) plans are similar in size to Western Woods 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Comcare, Inc. 401(k) Plan in TN ($3M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Western Woods 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Savant Learning Systems, Inc. 401(k) Plan in TN (46 participants, $857K 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 941754273.

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.