401(k) · DOL Form 5500 · 2024

Fern Woods, Inc 401(k) Plan

Data updated 2026-08-25

$314K
Total assets Small plan by assets
1
Participants Small participant base
14th
Percentile by assets National rank
$313,702
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fern Woods Retirement Plan · Sponsored by Fern Woods, Inc · North Carolina · Real Estate

$314K in assets, 1 participants

Fern Woods, Inc's Fern Woods Retirement Plan reported $314K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,047 in Real Estate (4,605 peers)

Fern Woods, Inc multi-year trail

Fern Woods, Inc's plans moved +13.7% in assets from 2022 to 2024; this filing shows Fern Woods Retirement Plan at $314K / 1 participant.

#1,047
in Real Estate (4,605 peers)
+12.8%
assets growth YoY

Fern Woods Retirement Plan among the smaller filed plans by assets

Fern Woods Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$313,702 14th percentile higher than 14% of 123,620 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 2024

Fern Woods Retirement 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. Fern Woods Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fern Woods Retirement Plan reported net income rose from $2K in the plan year 2023 filing to $36K in the plan year 2024 filing.
  • Fern Woods Retirement Plan end-of-year assets rose from $278K in the plan year 2023 filing to $314K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 842407146 · Fern Woods, Inc PY 2024 · 401(k)

Fern Woods Retirement Plan · $314K · 1 · 14th

  • EIN $314K
  • EIN 1
  • EIN 14th
  • EIN 401(k)
  • EIN near Hfgb Investments, Inc. 401(k) Plan
  • EIN ind #1047

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 Real Estate retirement plans → · Plans in North Carolina →

Fern Woods Retirement Plan in the asset neighbourhood

Fern Woods Retirement Plan$314KHfgb Investments, Inc. 401(k) PlanHfgb Investments, Inc. 401(k…$314KWillis Holdings 401(k)$314KGuardian Senior Care, Inc. 401(k) Profit Sharing PlanGuardian Senior Care, Inc. 4…$314KYoung Scholars 401(k) Profit Sharing PlanYoung Scholars 401(k) Profit…$314K
End-of-year total assets ($M) among Fern Woods Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Fern Woods, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Fern Woods, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$314K 13.728546879645004% vs 2022
2024 filing year
$0.27M$0.28M$0.29M$0.3M$0.31M$0.32M 202220232024 $0.28M $0.31M ▲ +10.7%
Year Plans Participants Total Assets
2022 1 1 $276K
2023 1 1 $278K
2024 1 1 $314K

Fern Woods, Inc filing trail (2024)

Total Assets (Beginning of Year)$278K
Net Assets (End of Year)$314K
Net Income$36K
Employer EIN842407146
Plan Effective Date2019-07-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Fern Woods Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Fern Woods Retirement Plan, Total assets ($B): 0.000313702 · Participants: 1Fern Woods Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Fern Woods Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Fern Woods Retirement Plan side-by-side with 3 peers →

Fern Woods Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Hfgb Investments, Inc. 401(k) Plan in VA ($314K); 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 ($314K here).

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.

Frequently Asked Questions

How did Fern Woods Retirement Plan assets move in 2024? ▼
Fern Woods Retirement Plan grew at a solid clip - up 12.8% during 2024, from $278K to $314K. Reported net income was $36K.
How have Fern Woods, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fern Woods, Inc's sponsor-wide assets grew 13.7%, from $276K to $314K.
Where does Fern Woods Retirement Plan rank by assets among Form 5500 filers? ▼
Fern Woods Retirement Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Fern Woods Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hfgb Investments, Inc. 401(k) Plan in VA ($314K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Fern Woods Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 842407146.

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.