Defined Benefit (Pension) · DOL Form 5500 · 2024

Woodward, Inc. Pension Plan

Data updated 2026-08-25

$150M
Total assets Near avg plan size
231
Participants Below avg headcount
93rd
Percentile by assets National rank
$650,139
Avg per participant High balance/head
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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.

  • #15,890 in Manufacturing (17,777 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.

#15,890
in Manufacturing (17,777 peers)
-1.6%
assets change YoY
1.5×
vs typical plan assets (national mean)

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.

Woodward Hrt Pension Plan's outsized position by total assets

Woodward Hrt Pension Plan vs every filed plan by assets

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

$150,182,023 Top 7% higher than 93% 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

Woodward Hrt Pension 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. Woodward Hrt Pension Plan sits mid-pack in the medium band (231 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 361984010 · Woodward, Inc. PY 2024 · Defined Benefit (Pension)

Woodward Hrt Pension Plan · $150M · 231 · 93rd

  • BOY $150M
  • BOY 231
  • BOY 93rd
  • BOY Defined Benefit (Pension)
  • BOY near Graco Employee Retirement Plan - Blue
  • BOY ind #15890

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 Manufacturing retirement plans → · Plans in Colorado →

Woodward Hrt Pension Plan in the asset neighbourhood

Mitsubishi Motors North America, Inc. Retirement PlanMitsubishi Motors North Amer…$150MModine Manufacturing Company Frozen Pension PlanModine Manufacturing Company…$150MGraco Employee Retirement Plan - BlueGraco Employee Retirement Pl…$150MWoodward Hrt Pension Plan$150MFirst Financial Bancorp Employees' Pension Plan and TrustFirst Financial Bancorp Empl…$150M
End-of-year total assets ($M) among Woodward Hrt Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$153M
Net Assets (End of Year)$150M
Net Income-$2M
Employer EIN361984010
Plan Effective Date2009-04-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Woodward, Inc.)

Sponsor-wide plan assets over time

All Woodward, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.1B 28.05508869011334% vs 2022
2024 filing year
$1.6B$1.8B$2B$2.2B 202220232024 $1.67B $2.14B ▲ +28.1%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 00.511.5 Total assets ($B) Participants Woodward Hrt Pension Plan, Total assets ($B): 0.150182023 · Participants: 231Woodward Hrt Pension PlanRocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan, Total assets ($B): 1.290530979 · Participants: 38340Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBall Pension Plan, Total assets ($B): 0.901154325 · Participants: 1243Ball Pension PlanPcs U.S. Employees' Pension Plan, Total assets ($B): 0.810486388 · Participants: 1243Pcs U.S. Employees' Pension PlanMedianews Group Pension Plan, Total assets ($B): 0.443617213 · Participants: 217Medianews Group Pension PlanNational Laboratory of the Rockies Shared Security Pension Plan, Total assets ($B): 0.43554378 · Participants: 3154National Laboratory of the Rockies Shared Security Pension Plan
Woodward Hrt Pension Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants
Compare Woodward Hrt Pension Plan side-by-side with 3 peers →

Woodward Hrt Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Colorado, the nearest Defined Benefit (Pension) by assets is Graco Employee Retirement Plan - Blue in MN ($150M); by covered participants it is Momentive Technologies Pension Plan in OH (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Woodward Hrt Pension Plan assets move in 2024? ▼
Woodward Hrt Pension Plan edged down modestly - down 1.6% during 2024, from $153M to $150M. Reported net income was -$2M.
How have Woodward, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodward, Inc.'s sponsor-wide assets grew 28.1%, from $1.7B to $2.1B.
Where does Woodward Hrt Pension Plan rank by assets among Form 5500 filers? ▼
Woodward Hrt Pension Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Woodward Hrt Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Graco Employee Retirement Plan - Blue in MN ($150M, 343 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Woodward Hrt Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Momentive Technologies Pension Plan in OH (231 participants, $29M 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 361984010.

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.