401(k) · DOL Form 5500 · 2024

Norwood Management, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
157
Participants Small participant base
73rd
Percentile by assets National rank
$149,487
Avg per participant Above avg balance/head
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Official DOL plan name: Norwood Management, Inc. 401(k) Plan · Sponsored by Norwood Management, Inc. · Texas · Real Estate

$23M in assets, 157 participants

Norwood Management, Inc.'s Norwood Management, Inc. 401(k) Plan reported $23M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,000 in Real Estate (4,605 peers)

Coverage in Texas

Norwood Management, Inc. 401(k) Plan covers 157 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $23M.

#4,000
in Real Estate (4,605 peers)
+23.0%
assets growth YoY

Norwood Management, Inc. 401(k) Plan's outsized position by total assets

Norwood Management, Inc. 401(k) Plan vs every filed plan by assets

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

$23,469,399 Top 27% higher than 73% 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

Norwood Management, Inc. 401(k) 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. Norwood Management, Inc. 401(k) Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Norwood Management, Inc. 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Norwood Management, Inc. 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Norwood Management, Inc. 401(k) Plan reported participants fell from 173 in the plan year 2023 filing to 157 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 760180698 · Norwood Management, Inc. PY 2024 · 401(k)

Norwood Management, Inc. 401(k) Plan · $23M · 157 · 73rd

  • NET $23M
  • BOOK 157
  • VS-ST 73rd
  • BOY 401(k)
  • SCH near Savings Incentive and Profit Sharing Plan for Employees of Fnb Community Bank
  • EBSA ind #4000

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 Real Estate retirement plans → · Plans in Texas →

Norwood Management, Inc. 401(k) Plan in the asset neighbourhood

Norwood Management, Inc. 401(k) PlanNorwood Management, Inc. 401…$23MSavings Incentive and Profit Sharing Plan for Employees of Fnb Community BankSavings Incentive and Profit…$23MUnited Masters Inc 401(k) PlanUnited Masters Inc 401(k) Pl…$23MKoury Corporation 401(k) / Profit Sharing Retirement PlanKoury Corporation 401(k) / P…$23MEmployee Benefits Corporation 401(k) Plan and TrustEmployee Benefits Corporatio…$23M
End-of-year total assets ($M) among Norwood Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN760180698
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Norwood Management, Inc.)

Sponsor-wide plan assets over time

All Norwood Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 53.62902386449403% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.3M $23.5M ▲ +53.6%
Year Plans Participants Total Assets
2022 1 148 $15M
2023 1 173 $19M
2024 1 157 $23M

Nearby 401(k) Plans in Texas

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

Norwood Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Norwood Management, Inc. 401(k) Plan, Total assets ($B): 0.023469399 · Participants: 157Norwood Management, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Norwood Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Norwood Management, Inc. 401(k) Plan side-by-side with 3 peers →

Norwood Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Savings Incentive and Profit Sharing Plan for Employees of Fnb Community Bank in OK ($23M); by covered participants it is Otis It Inc in DE (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Norwood Management, Inc. 401(k) Plan assets move in 2024? ▼
Norwood Management, Inc. 401(k) Plan grew sharply - up 23.0% during 2024, from $19M to $23M. Reported net income was $4M.
How have Norwood Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norwood Management, Inc.'s sponsor-wide assets grew 53.6%, from $15M to $23M.
Which 401(k) plans are similar in size to Norwood Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Savings Incentive and Profit Sharing Plan for Employees of Fnb Community Bank in OK ($23M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Norwood Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Otis It Inc in DE (157 participants, $63K 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 760180698.

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.