401(k) · DOL Form 5500 · 2023
Woodmont Real Estate Services, LP 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 351
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $81,905
- Avg per participant Below avg balance/head
Official DOL plan name: Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan · Sponsored by Woodmont Real Estate Services, LP · California · Real Estate
$29M in assets, 351 participants
Woodmont Real Estate Services, LP's Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan reported $29M in total assets and 351 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #4,279 in Real Estate (4,727 peers)
Where Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan sits by assets
Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $29M for 351 participants (~$81,905/participant), up 33.6% in 2023.
- #4,279
- in Real Estate (4,727 peers)
- +33.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan's outsized position by total assets
Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,748,701 Top 21% higher than 79% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan sits mid-pack in the medium band (351 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan end-of-year assets rose from $22M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan reported participants rose from 333 in the plan year 2022 filing to 351 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 943209029 · Woodmont Real Estate Services, LP PY 2023 · 401(k)
Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan · $29M · 351 · 79th
- VS-ST $29M
- BOY 351
- SCH 79th
- EBSA 401(k)
- PART near Nwl, Inc. 401(k) Retirement Plan
- TYPE ind #4279
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 California →
Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $7M |
| Employer EIN | 943209029 |
| Plan Effective Date | 1990-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Woodmont Real Estate Services, LP)
Sponsor-wide plan assets over time
All Woodmont Real Estate Services, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 30.16770854982431% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 333 | $22M |
| 2023 | 1 | 351 | $29M |
| 2024 | 1 | 362 | $28M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Nwl, Inc. 401(k) Retirement Plan in NJ ($29M); by covered participants it is Procaps Laboratories, Inc. 401(k) Plan in NV (351 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Nwl, Inc. 401(k) Retirement Plan (NJ) $29M · 242
- Repay Management Services, LLC 401(k) Plan (GA) $29M · 566
- The Sheakley Group of Companies 401(k) (OH) $29M · 270
- Mariner Investment Group, LLC 401(k) Profit Sharing Plan (NY) $29M · 111
Similar participant headcount
Nearest other-state filings by covered participants (351 participants); asset peers above are excluded.
- Procaps Laboratories, Inc. 401(k) Plan (NV) 351 · 0 off
- Charles River Medical Associates, P.C. 401(k) Retirement Plan (MA) 351 · 0 off
- Resintech, Inc. Profit Sharing 401(k) Plan (NJ) 351 · 0 off
- Telarus 401(k) Profit Sharing Plan (UT) 351 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.