401(k) · DOL Form 5500 · 2024

Wood Tarver Financial Group, LLC 401(k) Plan

Data updated 2026-08-25

$898K
Total assets Small plan by assets
5
Participants Small participant base
22nd
Percentile by assets National rank
$179,690
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wood Tarver Financial Group 401(k) Plan · Sponsored by Wood Tarver Financial Group, LLC · Idaho · Finance & Insurance

$898K in assets, 5 participants

Wood Tarver Financial Group, LLC's Wood Tarver Financial Group 401(k) Plan reported $898K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,072 in Finance & Insurance (8,549 peers)

Wood Tarver Financial Group, LLC multi-year trail

Wood Tarver Financial Group, LLC's plans moved +29.6% in assets from 2022 to 2024; this filing shows Wood Tarver Financial Group 401(k) Plan at $898K / 5 participants.

#1,072
in Finance & Insurance (8,549 peers)
+53.6%
assets growth YoY

Wood Tarver Financial Group 401(k) Plan among the smaller filed plans by assets

Wood Tarver Financial Group 401(k) Plan vs every filed plan by assets

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

$898,450 22nd percentile higher than 22% 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 Tarver Financial Group 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wood Tarver Financial Group 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wood Tarver Financial Group 401(k) Plan reported net income rose from -$108K in the plan year 2023 filing to $313K in the plan year 2024 filing.
  • Wood Tarver Financial Group 401(k) Plan end-of-year assets rose from $585K in the plan year 2023 filing to $898K in the plan year 2024 filing.
  • Wood Tarver Financial Group 401(k) Plan reported participants fell from 6 in the plan year 2023 filing to 5 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 274906041 · Wood Tarver Financial Group, LLC PY 2024 · 401(k)

Wood Tarver Financial Group 401(k) Plan · $898K · 5 · 22nd

  • PHOTO $898K
  • IND 5
  • EOY 22nd
  • 5500 401(k)
  • ASSETS near Don't Mess with Tx 3cv, Inc. 401(k) Plan
  • PCT ind #1072

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 Idaho →

Wood Tarver Financial Group 401(k) Plan in the asset neighbourhood

Wood Tarver Financial Group 401(k) PlanWood Tarver Financial Group …$898KDon't Mess with Tx 3cv, Inc. 401(k) PlanDon't Mess with Tx 3cv, Inc.…$899KR & R General Contractors 401(k) Plan & TrustR & R General Contractors 40…$899KBernier Cast Metals, Inc. Profit Sharing & 401(k) PlanBernier Cast Metals, Inc. Pr…$899KTie, LLC Dba Chick-Fil-a at St. Augustine 401(k) PlanTie, LLC Dba Chick-Fil-a at …$898K
End-of-year total assets ($M) among Wood Tarver Financial Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wood Tarver Financial Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Wood Tarver Financial Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$898K 29.63411853993703% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.69M $0.9M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 6 $693K
2023 1 6 $585K
2024 1 5 $898K

Wood Tarver Financial Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$585K
Net Assets (End of Year)$898K
Net Income$313K
Employer EIN274906041
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Wood Tarver Financial Group 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Wood Tarver Financial Group 401(k) Plan, Total assets ($B): 0.00089845 · Participants: 5Wood Tarver Financial Group 401(k) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.744829372 · Participants: 8598Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.548581207 · Participants: 6632Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.560177552 · Participants: 9012Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.889896808 · Participants: 2119Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.740356793 · Participants: 3902Boise Cascade Company Savings Plan
Wood Tarver Financial Group 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Wood Tarver Financial Group 401(k) Plan side-by-side with 3 peers →

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

Outside Idaho, the nearest 401(k) by assets is Don't Mess with Tx 3cv, Inc. 401(k) Plan in TX ($899K); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Tarver Financial Group 401(k) Plan assets move in 2024? ▼
Wood Tarver Financial Group 401(k) Plan surged - up 53.6% during 2024, from $585K to $898K. Reported net income was $313K.
How have Wood Tarver Financial Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wood Tarver Financial Group, LLC's sponsor-wide assets grew 29.6%, from $693K to $898K.
Where does Wood Tarver Financial Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Wood Tarver Financial Group 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Wood Tarver Financial Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Don't Mess with Tx 3cv, Inc. 401(k) Plan in TX ($899K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Wood Tarver Financial Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 274906041.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.