401(k) · DOL Form 5500 · 2024
Woodruff Sawyer & Co. 401(k) Plan
Data updated 2026-08-25
- $150M
- Total assets Near avg plan size
- 652
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $229,982
- Avg per participant Above avg balance/head
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.
- #7,596 in Finance & Insurance (8,549 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.
- #7,596
- in Finance & Insurance (8,549 peers)
- +17.9%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan's outsized position by total assets
Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$149,948,396 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax 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. Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan sits mid-pack in the medium band (652 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Published 5500 schedule card
Filing strip 941625126 · Woodruff Sawyer & Co. PY 2024 · 401(k)
Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan · $150M · 652 · 93rd
- BOOK $150M
- VS-ST 652
- BOY 93rd
- SCH 401(k)
- EBSA near Yusen Logistics (Americas) Inc 401(k) Plan
- PART ind #7596
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 Finance & Insurance retirement plans → · Plans in California →
Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Woodruff Sawyer & Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $260M 22.622010174771173% vs 2022
- 2024 filing year
| 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.
- 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
Woodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Yusen Logistics (Americas) Inc 401(k) Plan in NJ ($150M); by covered participants it is Shearwater Health 401(k) Plan in TN (652 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($150M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (652 participants); asset peers above are excluded.
- Shearwater Health 401(k) Plan (TN) 652 · 0 off
- Biontech US 401(k) Plan (MA) 652 · 0 off
- First State Bancshares, Inc. 401(k) Profit Sharing and Trust (MO) 652 · 0 off
- Monogram Health, Inc. 401(k) Plan (TN) 652 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.