401(k) · DOL Form 5500 · 2024
Woodard Holdings Inc. 401(k) Plan
Data updated 2026-08-25
- $49K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 4th
- Percentile by assets National rank
- $49,045
- Avg per participant Low balance/head
Official DOL plan name: Woodard Holdings Inc. 401(k) Plan · Sponsored by Woodard Holdings Inc. · Utah · Retail Trade
$49K in assets, 1 participants
Woodard Holdings Inc.'s Woodard Holdings Inc. 401(k) Plan reported $49K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 4th 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.
- #447 in Retail Trade (8,048 peers)
2024 asset change
Woodard Holdings Inc. 401(k) Plan declined sharply 18.1% in 2024 ($60K → $49K) for 1 participant.
- #447
- in Retail Trade (8,048 peers)
- -18.1%
- assets change YoY
The plan reported a net loss of $11K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Woodard Holdings Inc. 401(k) Plan among the smaller filed plans by assets
Woodard Holdings Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$49,045 4th percentile higher than 4% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Woodard Holdings Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Woodard Holdings Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Woodard Holdings Inc. 401(k) Plan reported net income fell from $60K in the plan year 2023 filing to -$11K in the plan year 2024 filing.
- Woodard Holdings Inc. 401(k) Plan end-of-year assets fell from $60K in the plan year 2023 filing to $49K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 812103427 · Woodard Holdings Inc. PY 2024 · 401(k)
Woodard Holdings Inc. 401(k) Plan · $49K · 1 · 4th
- EBSA $49K
- EBSA 1
- EBSA 4th
- EBSA 401(k)
- EBSA near Miacucina 401(k)
- EBSA ind #447
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 Utah →
Woodard Holdings Inc. 401(k) Plan in the asset neighbourhood
Woodard Holdings Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Woodard Holdings Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $49K
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | N/A |
| 2023 | 1 | 1 | $60K |
| 2024 | 1 | 1 | $49K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $60K |
|---|---|
| Net Assets (End of Year) | $49K |
| Net Income | -$11K |
| Employer EIN | 812103427 |
| Plan Effective Date | 2016-03-31 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Woodard Holdings Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Miacucina 401(k) in FL ($49K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49K here).
- Miacucina 401(k) (FL) $49K · 44
- Sotahope Corp. 401(k) Profit Sharing Plan (MN) $49K · 2
- Cost Optimization Consulting Inc 401(k) Plan (CO) $49K · N/A
- Kids Steam 616, Inc. 401(k) Profit Sharing Plan (MI) $49K · 1
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.