401(k) · DOL Form 5500 · 2024

Wood Rodgers, Inc 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
294
Participants Below avg headcount
88th
Percentile by assets National rank
$237,922
Avg per participant Above avg balance/head
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Official DOL plan name: Wood Rodgers 401(k) Plan · Sponsored by Wood Rodgers, Inc · California · Professional & Technical Services

$70M in assets, 294 participants

Wood Rodgers, Inc's Wood Rodgers 401(k) Plan reported $70M in total assets and 294 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #17,868 in Professional & Technical Services (20,173 peers)

Coverage in California

Wood Rodgers 401(k) Plan covers 294 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $70M.

#17,868
in Professional & Technical Services (20,173 peers)
+14.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Wood Rodgers 401(k) Plan's outsized position by total assets

Wood Rodgers 401(k) Plan vs every filed plan by assets

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

$69,949,168 Top 12% higher than 88% 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

Wood Rodgers 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wood Rodgers 401(k) Plan sits mid-pack in the medium band (294 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wood Rodgers 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Wood Rodgers 401(k) Plan end-of-year assets rose from $61M in the plan year 2023 filing to $70M in the plan year 2024 filing.
  • Wood Rodgers 401(k) Plan reported participants fell from 323 in the plan year 2023 filing to 294 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 911762478 · Wood Rodgers, Inc PY 2024 · 401(k)

Wood Rodgers 401(k) Plan · $70M · 294 · 88th

  • PCT $70M
  • PCT 294
  • PCT 88th
  • PCT 401(k)
  • PCT near Emery Oleochemicals Investment Plan
  • PCT ind #17868

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 Professional & Technical Services retirement plans → · Plans in California →

Wood Rodgers 401(k) Plan in the asset neighbourhood

Emery Oleochemicals Investment PlanEmery Oleochemicals Investme…$70MArena Energy, LLC Profit Sharing and 401(k) PlanArena Energy, LLC Profit Sha…$70MWood Rodgers 401(k) Plan$70MTlm, Inc. 401(k) Profit Sharing PlanTlm, Inc. 401(k) Profit Shar…$70MMorris Communications Company Employees' 401(k) PlanMorris Communications Compan…$70M
End-of-year total assets ($M) among Wood Rodgers 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$70M
Net Income$9M
Employer EIN911762478
Plan Effective Date1998-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Wood Rodgers, Inc)

Sponsor-wide plan assets over time

All Wood Rodgers, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$70M 40.37855418845219% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $49.8M $70M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 317 $50M
2023 1 323 $61M
2024 1 294 $70M

Nearby 401(k) Plans in California

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

Wood Rodgers 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Wood Rodgers 401(k) Plan, Total assets ($B): 0.069949168 · Participants: 294Wood Rodgers 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Wood Rodgers 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wood Rodgers 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Emery Oleochemicals Investment Plan in OH ($70M); by covered participants it is Topographic Om, Inc. Retirement Plan in TX (294 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (294 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.

Frequently Asked Questions

How did Wood Rodgers 401(k) Plan assets move in 2024?
Wood Rodgers 401(k) Plan grew at a solid clip - up 14.7% during 2024, from $61M to $70M. Reported net income was $9M.
How have Wood Rodgers, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Wood Rodgers, Inc's sponsor-wide assets grew 40.4%, from $50M to $70M.
Where does Wood Rodgers 401(k) Plan rank by assets among Form 5500 filers?
Wood Rodgers 401(k) Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wood Rodgers 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Emery Oleochemicals Investment Plan in OH ($70M, 303 participants).
Which 401(k) plans cover a similar participant headcount to Wood Rodgers 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Topographic Om, Inc. Retirement Plan in TX (294 participants, $21M in assets).