Defined Benefit (Pension) · DOL Form 5500 · 2024
Woodward, Inc. Pension Plan
Data updated 2026-08-06
- $150M
- Total assets
- 231
- Participants
- 93rd
- Percentile by assets
- $650,139
- Avg per participant
Official DOL plan name: Woodward Hrt Pension Plan · Sponsored by Woodward, Inc. · Colorado · Manufacturing
$150M in assets, 231 participants
Woodward, Inc.'s Woodward Hrt Pension Plan reported $150M in total assets and 231 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 116,472 plans)
- #15,066 in Manufacturing (16,886 peers)
Where Woodward Hrt Pension Plan sits by assets
Woodward Hrt Pension Plan sits in the top 10% of all filed plans by assets, $150M for 231 participants (~$650,139/participant), down 1.6% in 2024.
- $150M
- total plan assets (2024 EOY)
- 231
- covered participants
- 93rd
- percentile by assets (of 116,472 plans)
- $650,139
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Woodward Hrt Pension Plan reported net income fell from $11M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Woodward Hrt Pension Plan reported participants fell from 247 in the plan year 2023 filing to 231 in the plan year 2024 filing.
- Woodward Hrt Pension Plan end-of-year assets fell from $153M in the plan year 2023 filing to $150M in the plan year 2024 filing.
Woodward Hrt Pension Plan vs the 2024 asset distribution
By assets, Woodward Hrt Pension Plan outranks 93% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.5x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $153M |
|---|---|
| Net Assets (End of Year) | $150M |
| Net Income | -$2M |
| Employer EIN | 361984010 |
| Plan Effective Date | 2009-04-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Woodward, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 5,467 | $1.7B |
| 2023 | 4 | 6,221 | $1.9B |
| 2024 | 4 | 6,562 | $2.1B |
Nearby Defined Benefit (Pension) Plans in Colorado
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Woodward Hrt Pension Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants
- Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan $1.3B · 38,340
- Ball Pension Plan $901M · 1,243
- Pcs U.S. Employees' Pension Plan $810M · 1,243
- Employees' and Agents' Pension Benefits Plan Empower Holdings, LLC. $402M · 226
- Pension Plan of Newmont $271M · 837
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Woodward Hrt Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Woodward Hrt Pension Plan assets move in 2024? ▼
How have Woodward, Inc. plan assets changed over time? ▼
Where does Woodward Hrt Pension Plan rank by assets among Form 5500 filers? ▼
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Next read for Woodward Hrt Pension Plan
Scale reading
Ways to act on Woodward Hrt Pension Plan's numbers.
- By total assets, Woodward Hrt Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Colorado. Compare plans
- Woodward, Inc.'s sponsor-wide assets have grown 28.1% since 2022 across 3 plan years on file. More Manufacturing plans