401(k) · DOL Form 5500 · 2024

Wood Real Estate Investors, LLC 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
449
Participants Below avg headcount
88th
Percentile by assets National rank
$165,670
Avg per participant Above avg balance/head
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Official DOL plan name: Wood Partners Retirement & Savings Plan · Sponsored by Wood Real Estate Investors, LLC · Georgia · Construction

$74M in assets, 449 participants

Wood Real Estate Investors, LLC's Wood Partners Retirement & Savings Plan reported $74M in total assets and 449 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,800 in Construction (9,039 peers)

Coverage in Georgia

Wood Partners Retirement & Savings Plan covers 449 participants in Georgia, about 41% of the average Georgia filer (state average ~1,096 per filing). Assets: $74M.

#7,800
in Construction (9,039 peers)
+23.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Wood Partners Retirement & Savings Plan's outsized position by total assets

Wood Partners Retirement & Savings Plan vs every filed plan by assets

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

$74,386,023 Top 12% higher than 88% 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 Partners Retirement & Savings 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 Partners Retirement & Savings Plan sits mid-pack in the medium band (449 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wood Partners Retirement & Savings Plan end-of-year assets rose from $60M in the plan year 2023 filing to $74M in the plan year 2024 filing.
  • Wood Partners Retirement & Savings Plan reported participants rose from 418 in the plan year 2023 filing to 449 in the plan year 2024 filing.
  • Wood Partners Retirement & Savings Plan reported net income fell from $14M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 582385765 · Wood Real Estate Investors, LLC PY 2024 · 401(k)

Wood Partners Retirement & Savings Plan · $74M · 449 · 88th

  • 5500 $74M
  • ASSETS 449
  • PCT 88th
  • EIN 401(k)
  • RANK near Dome Construction Corporation Salary Deferral Plan
  • PHOTO ind #7800

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 Construction retirement plans → · Plans in Georgia →

Wood Partners Retirement & Savings Plan in the asset neighbourhood

Gabrielli Savings and Retirement Plan for EmployeesGabrielli Savings and Retire…$74MWood Partners Retirement & Savings PlanWood Partners Retirement & S…$74MRiceland Foods, Inc. 401(k) Retirement PlanRiceland Foods, Inc. 401(k) …$74MMarshall Farms Group Ltd 401(k) Profit Sharing PlanMarshall Farms Group Ltd 401…$74MDome Construction Corporation Salary Deferral PlanDome Construction Corporatio…$74M
End-of-year total assets ($M) among Wood Partners Retirement & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$74M
Net Income$14M
Employer EIN582385765
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wood Real Estate Investors, LLC)

Sponsor-wide plan assets over time

All Wood Real Estate Investors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$74M 61.77894716444238% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $46M $74.4M ▲ +61.8%
Year Plans Participants Total Assets
2022 1 324 $46M
2023 1 418 $60M
2024 1 449 $74M

Nearby 401(k) Plans in Georgia

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

Wood Partners Retirement & Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Wood Partners Retirement & Savings Plan, Total assets ($B): 0.074386023 · Participants: 449Wood Partners Retirement & Savings PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Wood Partners Retirement & Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Wood Partners Retirement & Savings Plan side-by-side with 3 peers →

Wood Partners Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Dome Construction Corporation Salary Deferral Plan in CA ($74M); by covered participants it is Mobile Management, LLC 401(k) Plan & Trust in NY (449 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (449 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 Partners Retirement & Savings Plan assets move in 2024? ▼
Wood Partners Retirement & Savings Plan grew sharply - up 23.2% during 2024, from $60M to $74M. Reported net income was $14M.
How have Wood Real Estate Investors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wood Real Estate Investors, LLC's sponsor-wide assets grew 61.8%, from $46M to $74M.
Where does Wood Partners Retirement & Savings Plan rank by assets among Form 5500 filers? ▼
Wood Partners Retirement & Savings Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wood Partners Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dome Construction Corporation Salary Deferral Plan in CA ($74M, 204 participants).
Which 401(k) plans cover a similar participant headcount to Wood Partners Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mobile Management, LLC 401(k) Plan & Trust in NY (449 participants, $18M 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 582385765.

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.