401(k) · DOL Form 5500 · 2024

Woodruff Sawyer & Co. 401(k) Plan

Data updated 2026-08-06

$150M
Total assets: 652
Participants: 93rd
Percentile by assets: $229,982
Avg per participant

Official DOL plan name: Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan · Sponsored by Woodruff Sawyer & Co. · California · Finance & Insurance

$150M in assets, 652 participants

Woodruff Sawyer & Co.'s Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan reported $150M in total assets and 652 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 116,472 plans)
#7,337 in Finance & Insurance (8,240 peers)

Where Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan sits by assets

Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan sits in the top 10% of all filed plans by assets, $150M for 652 participants (~$229,982/participant), up 17.9% in 2024.

$150M
total plan assets (2024 EOY): 652
covered participants: 93rd
percentile by assets (of 116,472 plans): $229,982
avg assets per participant

Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan reported net income rose from $17M in the plan year 2023 filing to $23M in the plan year 2024 filing.
Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan end-of-year assets rose from $127M in the plan year 2023 filing to $150M in the plan year 2024 filing.
Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan reported participants rose from 612 in the plan year 2023 filing to 652 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Finance & Insurance

Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan vs the 2024 asset distribution

By assets, Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan outranks 93% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.5x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$127M
Net Assets (End of Year)	$150M
Net Income	$23M
Employer EIN	941625126
Plan Effective Date	1970-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Woodruff Sawyer & Co.)

Total plan assets by year, all Woodruff Sawyer & Co. plans on file

Year	Plans	Participants	Total Assets
2022	2	1,068	$212M
2023	2	1,218	$206M
2024	2	1,319	$260M

Nearby 401(k) Plans in California

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

Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Woodruff-Sawyer & Co. Profit-Sharing and… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan by total assets, not by location.

Yusen Logistics (Americas) Inc 401(k) Plan (NJ) $150M · 1,786
Supplemental Pension & Savings Plan for Ees of Ohio Valley Electric Corp and Indiana-Kentucky Electric Corp (OH) $150M · 511
Thorlabs, Inc. 401(k) Retirement Plan (NJ) $150M · 1,714
Community Health Services of Georgia Profit Sharing Plan (GA) $150M · 5,610

Frequently Asked Questions

How did Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan assets move in 2024? ▼

Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan grew sharply - up 17.9% during 2024, from $127M to $150M. Reported net income was $23M.

How have Woodruff Sawyer & Co. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Woodruff Sawyer & Co.'s sponsor-wide assets grew 22.6%, from $212M to $260M.

Where does Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan rank by assets among Form 5500 filers? ▼

Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan ranks in the 93rd percentile by end-of-year assets among 116,472 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 Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Yusen Logistics (Americas) Inc 401(k) Plan in NJ ($150M, 1,786 participants).

Next read for Woodruff-Sawyer & Co. Profit-Sharing and…

Scale reading

Ways to act on Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan's numbers.

By total assets, Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
Woodruff Sawyer & Co.'s sponsor-wide assets have grown 22.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 941625126.