401(k) · DOL Form 5500 · 2024
Thomas Fenner Woods Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $230,598
- Avg per participant Above avg balance/head
Official DOL plan name: Thomas Fenner Woods Agency, Inc. Profit Sharing and 401(k) Plan and Trust · Sponsored by Thomas Fenner Woods Agency, Inc. · Ohio · Finance & Insurance
$4M in assets, 16 participants
Thomas Fenner Woods Agency, Inc.'s Thomas Fenner Woods Agency, Inc. Profit Sharing and 401(k) Plan and Trust reported $4M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #2,092 in Finance & Insurance (8,549 peers)
Thomas Fenner Woods Agency, Inc. multi-year trail
Thomas Fenner Woods Agency, Inc.'s plans moved -18.5% in assets from 2022 to 2024; this filing shows Thomas Fenner Woods Agency, Inc. Profit Sharing and 401(k) Plan and Trust at $4M / 16 participants.
- #2,092
- in Finance & Insurance (8,549 peers)
- -16.8%
- assets change YoY
The plan reported a net loss of $745K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Thomas Fenner Woods Agency, Inc. Profit Sharing and 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Thomas Fenner Woods Agency, Inc. Profit Sharing and 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,689,570 37th percentile higher than 37% 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
Thomas Fenner Woods Agency, Inc. Profit Sharing and 401(k) Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Thomas Fenner Woods Agency, Inc. Profit Sharing and 401(k) Plan and Trust is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Thomas Fenner Woods Agency, Inc. Profit Sharing and 401(k) Plan and Trust reported net income fell from -$91K in the plan year 2023 filing to -$745K in the plan year 2024 filing.
- Thomas Fenner Woods Agency, Inc. Profit Sharing and 401(k) Plan and Trust end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 310669684 · Thomas Fenner Woods Agency, Inc. PY 2024 · 401(k)
Thomas Fenner Woods Agency, Inc. Profit Sharing and 401(k) Plan and Trust · $4M · 16 · 37th
- NET $4M
- NET 16
- NET 37th
- NET 401(k)
- NET near Russell, Mainini & Franklin, LLP 401(k) Profit Sharing Plan
- NET ind #2092
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 Finance & Insurance retirement plans → · Plans in Ohio →
Thomas Fenner Woods Agency, Inc. Profit Sharing and 401(k) Plan and Trust in the asset neighbourhood
Thomas Fenner Woods Agency, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Thomas Fenner Woods Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 18.47808915117404% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $5M |
| 2023 | 1 | 16 | $4M |
| 2024 | 1 | 16 | $4M |
Thomas Fenner Woods Agency, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$745K |
| Employer EIN | 310669684 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Thomas Fenner Woods Agency, Inc. Profit Sharing and 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Russell, Mainini & Franklin, LLP 401(k) Profit Sharing Plan in CA ($4M); by covered participants it is Texas Midwest Emergency Physicians PA 401(k) Profit Sharing Plan & Trust in TX (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (16 participants); 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.