401(k) · DOL Form 5500 · 2024

Wentwood Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
171
Participants Small participant base
43rd
Percentile by assets National rank
$30,481
Avg per participant Low balance/head
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Official DOL plan name: Wentwood Companies 401(k) Plan · Sponsored by Wentwood Companies, Inc. · Texas · Real Estate

$5M in assets, 171 participants

Wentwood Companies, Inc.'s Wentwood Companies 401(k) Plan reported $5M in total assets and 171 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,872 in Real Estate (4,605 peers)

Coverage in Texas

Wentwood Companies 401(k) Plan covers 171 participants in Texas, about 25% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#2,872
in Real Estate (4,605 peers)
+29.8%
assets growth YoY

Wentwood Companies 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Wentwood Companies 401(k) Plan vs every filed plan by assets

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

$5,212,259 43rd percentile higher than 43% 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

Wentwood Companies 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. Wentwood Companies 401(k) Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wentwood Companies 401(k) Plan reported net income rose from -$439K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Wentwood Companies 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Wentwood Companies 401(k) Plan reported participants fell from 179 in the plan year 2023 filing to 171 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 832138839 · Wentwood Companies, Inc. PY 2024 · 401(k)

Wentwood Companies 401(k) Plan · $5M · 171 · 43rd

  • BOY $5M
  • SCH 171
  • EBSA 43rd
  • PART 401(k)
  • TYPE near Soaren Management LLC 401(k) Profit Sharing Plan & Trust
  • NET ind #2872

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 →

Wentwood Companies 401(k) Plan in the asset neighbourhood

Wentwood Companies 401(k) PlanWentwood Companies 401(k) Pl…$5MSoaren Management LLC 401(k) Profit Sharing Plan & TrustSoaren Management LLC 401(k)…$5MCentury Management Services, Inc. 401(k) Savings PlanCentury Management Services,…$5MJnj Express Inc. 401(k) Plan$5MRegional Emergency Medical Services Authority 401(k) PlanRegional Emergency Medical S…$5M
End-of-year total assets ($M) among Wentwood Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN832138839
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wentwood Companies, Inc.)

Sponsor-wide plan assets over time

All Wentwood Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 16.95849862549178% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.46M $5.21M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 198 $4M
2023 1 179 $4M
2024 1 171 $5M

Nearby 401(k) Plans in Texas

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

Wentwood Companies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Wentwood Companies 401(k) Plan, Total assets ($B): 0.005212259 · Participants: 171Wentwood Companies 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
Wentwood Companies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Wentwood Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Soaren Management LLC 401(k) Profit Sharing Plan & Trust in AZ ($5M); by covered participants it is Life Tech Inc in NJ (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Wentwood Companies 401(k) Plan assets move in 2024?
Wentwood Companies 401(k) Plan grew sharply - up 29.8% during 2024, from $4M to $5M. Reported net income was $1M.
How have Wentwood Companies, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Wentwood Companies, Inc.'s sponsor-wide assets grew 17.0%, from $4M to $5M.
Which 401(k) plans are similar in size to Wentwood Companies 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Soaren Management LLC 401(k) Profit Sharing Plan & Trust in AZ ($5M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Wentwood Companies 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Life Tech Inc in NJ (171 participants, $60K in assets).