Other · DOL Form 5500 · 2024

Woodward Academy, Inc. Retirement Plan

Data updated 2026-08-06

$134M
Total assets
725
Participants
92nd
Percentile by assets
$184,704
Avg per participant
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Official DOL plan name: Woodward Academy Retirement Plan · Sponsored by Woodward Academy, Inc. · Georgia · Educational Services

$134M in assets, 725 participants

Woodward Academy, Inc.'s Woodward Academy Retirement Plan reported $134M in total assets and 725 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 116,472 plans)
  • #2,522 in Educational Services (2,960 peers)

Where Woodward Academy Retirement Plan sits by assets

Woodward Academy Retirement Plan sits in the top 10% of all filed plans by assets, $134M for 725 participants (~$184,704/participant), up 10.2% in 2024.

$134M
total plan assets (2024 EOY)
725
covered participants
92nd
percentile by assets (of 116,472 plans)
$184,704
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Woodward Academy Retirement Plan reported net income fell from $15M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Woodward Academy Retirement Plan end-of-year assets rose from $121M in the plan year 2023 filing to $134M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Woodward Academy Retirement Plan vs the 2024 asset distribution

By assets, Woodward Academy Retirement Plan outranks 92% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$134M
Net Income$12M
Employer EIN580625584
Plan Effective Date2014-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Woodward Academy, Inc.)

$100M$110M$120M$130M$140M 202220232024 $107M $134M ▲ +25.7%
Total plan assets by year, all Woodward Academy, Inc. plans on file
Year Plans Participants Total Assets
2022 1 718 $106M
2023 1 722 $121M
2024 1 725 $134M

Nearby Other Plans in Georgia

Peer Other plans, same state, same plan type, ranked by total assets.

Woodward Academy Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants

Woodward Academy Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 00.511.52 Total assets ($B) Participants Woodward Academy Ret…Northside Hospital 4…Childrens Healthcare…IBEW Local 613 Defin…Navicent Health 403(…Mercer University De…
Woodward Academy Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Woodward Academy Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Woodward Academy Retirement Plan assets move in 2024?
Woodward Academy Retirement Plan grew at a solid clip - up 10.2% during 2024, from $121M to $134M. Reported net income was $12M.
How have Woodward Academy, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Woodward Academy, Inc.'s sponsor-wide assets grew 25.7%, from $106M to $134M.
Where does Woodward Academy Retirement Plan rank by assets among Form 5500 filers?
Woodward Academy Retirement Plan ranks in the 92nd percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Woodward Academy Retirement Plan?
Among Other plans in other states, the closest by assets is Marymount University Defined Contribution Retirement Plan in VA ($134M, 971 participants).

Next read for Woodward Academy Retirement Plan

Scale reading

Ways to act on Woodward Academy Retirement Plan's numbers.