401(k) · DOL Form 5500 · 2024
Woodlands Bank 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 106
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $112,449
- Avg per participant Below avg balance/head
Official DOL plan name: Woodlands Bank Retirement and Investment Plan · Sponsored by Woodlands Bank · Pennsylvania · Finance & Insurance
$12M in assets, 106 participants
Woodlands Bank's Woodlands Bank Retirement and Investment Plan reported $12M in total assets and 106 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #3,718 in Finance & Insurance (8,549 peers)
Coverage in Pennsylvania
Woodlands Bank Retirement and Investment Plan covers 106 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.
- #3,718
- in Finance & Insurance (8,549 peers)
- +14.9%
- assets growth YoY
Woodlands Bank Retirement and Investment Plan's mid-pack asset rank among Finance & Insurance and all filers
Woodlands Bank Retirement and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,919,618 Top 40% higher than 60% 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
Woodlands Bank Retirement and Investment 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. Woodlands Bank Retirement and Investment Plan sits mid-pack in the medium band (106 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Woodlands Bank Retirement and Investment Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Woodlands Bank Retirement and Investment Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Woodlands Bank Retirement and Investment Plan reported participants fell from 110 in the plan year 2023 filing to 106 in the plan year 2024 filing.
DOL schedule card
Filing strip 232579286 · Woodlands Bank PY 2024 · 401(k)
Woodlands Bank Retirement and Investment Plan · $12M · 106 · 60th
- PART $12M
- PART 106
- PART 60th
- PART 401(k)
- PART near Independent Healthcare Properties, LLC 401(k) Profit Sharing Plan
- PART ind #3718
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 Pennsylvania →
Woodlands Bank Retirement and Investment Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 232579286 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Woodlands Bank)
Sponsor-wide plan assets over time
All Woodlands Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 37.72216643448415% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 110 | $9M |
| 2023 | 1 | 110 | $10M |
| 2024 | 1 | 106 | $12M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Woodlands Bank Retirement and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Independent Healthcare Properties, LLC 401(k) Profit Sharing Plan in TN ($12M); by covered participants it is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (106 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.