401(k) · DOL Form 5500 · 2024

Wood Mackenzie, Inc. 401(k) Plan

Data updated 2026-08-25

$123M
Total assets Near avg plan size
516
Participants Below avg headcount
92nd
Percentile by assets National rank
$238,156
Avg per participant Above avg balance/head
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Official DOL plan name: Wood Mackenzie, Inc. 401(k) Plan · Sponsored by Wood Mackenzie, Inc. · Texas · Professional & Technical Services

$123M in assets, 516 participants

Wood Mackenzie, Inc.'s Wood Mackenzie, Inc. 401(k) Plan reported $123M in total assets and 516 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,747 in Professional & Technical Services (20,173 peers)

Where Wood Mackenzie, Inc. 401(k) Plan sits by assets

Wood Mackenzie, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $123M for 516 participants (~$238,156/participant), up 34.9% in 2024.

#18,747
in Professional & Technical Services (20,173 peers)
+34.9%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Wood Mackenzie, Inc. 401(k) Plan's outsized position by total assets

Wood Mackenzie, Inc. 401(k) Plan vs every filed plan by assets

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

$122,888,616 Top 8% higher than 92% 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 Mackenzie, 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. Wood Mackenzie, Inc. 401(k) Plan sits mid-pack in the medium band (516 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wood Mackenzie, Inc. 401(k) Plan reported net income fell from $15M in the plan year 2023 filing to $191K in the plan year 2024 filing.
  • Wood Mackenzie, Inc. 401(k) Plan end-of-year assets rose from $91M in the plan year 2023 filing to $123M in the plan year 2024 filing.
  • Wood Mackenzie, Inc. 401(k) Plan reported participants fell from 527 in the plan year 2023 filing to 516 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 010564533 · Wood Mackenzie, Inc. PY 2024 · 401(k)

Wood Mackenzie, Inc. 401(k) Plan · $123M · 516 · 92nd

  • EBSA $123M
  • PART 516
  • TYPE 92nd
  • NET 401(k)
  • BOOK near Rkl LLP 401(k) Plan
  • VS-ST ind #18747

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 Professional & Technical Services retirement plans → · Plans in Texas →

Wood Mackenzie, Inc. 401(k) Plan in the asset neighbourhood

Marine Spill Response Corporation 401(k) Profit Sharing Thrift Savings PlanMarine Spill Response Corpor…$123MRing's End, Incorporated Profit-Sharing PlanRing's End, Incorporated Pro…$123MWood Mackenzie, Inc. 401(k) PlanWood Mackenzie, Inc. 401(k) …$123MRkl LLP 401(k) Plan$123MMindbody, Inc. 401(k) Profit Sharing PlanMindbody, Inc. 401(k) Profit…$123M
End-of-year total assets ($M) among Wood Mackenzie, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$123M
Net Income$191K
Employer EIN010564533
Plan Effective Date2002-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wood Mackenzie, Inc.)

Sponsor-wide plan assets over time

All Wood Mackenzie, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$123M 60.9479610313212% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $76.4M $123M ▲ +61.0%
Year Plans Participants Total Assets
2022 1 523 $76M
2023 1 527 $91M
2024 1 516 $123M

Nearby 401(k) Plans in Texas

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

Wood Mackenzie, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Wood Mackenzie, Inc. 401(k) Plan, Total assets ($B): 0.122888616 · Participants: 516Wood Mackenzie, 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
Wood Mackenzie, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Wood Mackenzie, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Rkl LLP 401(k) Plan in PA ($123M); by covered participants it is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (516 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (516 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 Mackenzie, Inc. 401(k) Plan assets move in 2024? ▼
Wood Mackenzie, Inc. 401(k) Plan surged - up 34.9% during 2024, from $91M to $123M. Reported net income was $191K.
How have Wood Mackenzie, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wood Mackenzie, Inc.'s sponsor-wide assets grew 60.9%, from $76M to $123M.
Where does Wood Mackenzie, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Wood Mackenzie, Inc. 401(k) Plan ranks in the 92nd 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 401(k) plans are similar in size to Wood Mackenzie, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rkl LLP 401(k) Plan in PA ($123M, 606 participants).
Which 401(k) plans cover a similar participant headcount to Wood Mackenzie, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (516 participants, $59M 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 010564533.

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.