401(k) · DOL Form 5500 · 2024
Tom Wood, Inc. 401(k) Plan
Data updated 2026-08-25
- $69M
- Total assets Below avg plan size
- 967
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $71,375
- Avg per participant Below avg balance/head
Official DOL plan name: Tom Wood Group 401(k) Profit Sharing Plan · Sponsored by Tom Wood, Inc. · Indiana · Retail Trade
$69M in assets, 967 participants
Tom Wood, Inc.'s Tom Wood Group 401(k) Profit Sharing Plan reported $69M in total assets and 967 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #7,484 in Retail Trade (8,048 peers)
Where Tom Wood Group 401(k) Profit Sharing Plan sits by assets
Tom Wood Group 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $69M for 967 participants (~$71,375/participant), up 16.3% in 2024.
- #7,484
- in Retail Trade (8,048 peers)
- +16.3%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Tom Wood Group 401(k) Profit Sharing Plan's outsized position by total assets
Tom Wood Group 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$69,019,410 Top 13% higher than 87% 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
Tom Wood Group 401(k) Profit Sharing 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. Tom Wood Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (967 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tom Wood Group 401(k) Profit Sharing Plan reported net income fell from $13M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Tom Wood Group 401(k) Profit Sharing Plan end-of-year assets rose from $59M in the plan year 2023 filing to $69M in the plan year 2024 filing.
- Tom Wood Group 401(k) Profit Sharing Plan reported participants rose from 951 in the plan year 2023 filing to 967 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 351363838 · Tom Wood, Inc. PY 2024 · 401(k)
Tom Wood Group 401(k) Profit Sharing Plan · $69M · 967 · 87th
- NET $69M
- NET 967
- NET 87th
- NET 401(k)
- NET near Checkr Inc. 401(k) Plan
- NET ind #7484
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 Retail Trade retirement plans → · Plans in Indiana →
Tom Wood Group 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $69M |
| Net Income | $10M |
| Employer EIN | 351363838 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tom Wood, Inc.)
Sponsor-wide plan assets over time
All Tom Wood, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $69M 49.93332450206482% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 913 | $46M |
| 2023 | 1 | 951 | $59M |
| 2024 | 1 | 967 | $69M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Tom Wood Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Checkr Inc. 401(k) Plan in CA ($69M); by covered participants it is Tactile Systems Technology, Inc. 401(k) Plan in MN (967 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($69M here).
Similar participant headcount
Nearest other-state filings by covered participants (967 participants); asset peers above are excluded.
- Tactile Systems Technology, Inc. 401(k) Plan (MN) 967 · 0 off
- Christie Clinic 401(k) Profit Sharing Plan (IL) 967 · 0 off
- Alto Pharmacy 401(k) Plan (CA) 967 · 0 off
- Lou Fusz Automotive Network Retirement Savings Plan (MO) 967 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.