401(k) · DOL Form 5500 · 2024

Woodcpa Plus PC 401(k) Plan

Data updated 2026-08-25

$177K
Total assets Small plan by assets: 1
Participants Small participant base: 10th
Percentile by assets National rank: $176,858
Avg per participant Above avg balance/head

Official DOL plan name: Woodcpa Plus PC 401(k) Profit Sharing Plan & Trust · Sponsored by Woodcpa Plus PC · Texas · Professional & Technical Services

$177K in assets, 1 participants

Woodcpa Plus PC's Woodcpa Plus PC 401(k) Profit Sharing Plan & Trust reported $177K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 10th 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.

#1,562 in Professional & Technical Services (20,173 peers)

2024 asset change

Woodcpa Plus PC 401(k) Profit Sharing Plan & Trust grew at a solid clip 12.9% in 2024 ($157K → $177K) for 1 participant.

#1,562
in Professional & Technical Services (20,173 peers): +12.9%
assets growth YoY

Woodcpa Plus PC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Woodcpa Plus PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$176,858 10th percentile higher than 10% 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

Woodcpa Plus PC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Woodcpa Plus PC 401(k) Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Plan-year Form 5500 strip

Filing strip 264738526 · Woodcpa Plus PC PY 2024 · 401(k)

Woodcpa Plus PC 401(k) Profit Sharing Plan & Trust · $177K · 1 · 10th

EBSA $177K
EBSA 1
EBSA 10th
EBSA 401(k)
EBSA near Metnurse Health Services Inc 401(k) Profit Sharing Plan & Trust
EBSA ind #1562

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 →

End-of-year total assets ($M) among Woodcpa Plus PC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)	$157K
Net Assets (End of Year)	$177K
Net Income	$20K
Employer EIN	264738526
Plan Effective Date	2011-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Woodcpa Plus PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Woodcpa Plus PC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Woodcpa Plus PC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Metnurse Health Services Inc 401(k) Profit Sharing Plan & Trust in GA ($177K); by covered participants it is The Directed Account Plan Staff 401(K ) Plan in MO (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($177K here).

Metnurse Health Services Inc 401(k) Profit Sharing Plan & Trust (GA) $177K · 34
Living the Life, Inc. 401(k) Plan (WA) $177K · 2
Bagg Enterprises, Inc. 401(k) Plan (MI) $177K · 1
Mosquito Free Yards, Inc. 401(k) Plan (WI) $177K · 5

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

The Directed Account Plan Staff 401(K ) Plan (MO) 1 · 0 off
Emz Inc Profit Sharing Plan (KY) 1 · 0 off
Mbm Enterprises, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
Cardinal Engraving Inc 401(k) Plan (KS) 1 · 0 off

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 Woodcpa Plus PC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼

Woodcpa Plus PC 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 12.9% during 2024, from $157K to $177K. Reported net income was $20K.

Where does Woodcpa Plus PC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼

Woodcpa Plus PC 401(k) Profit Sharing Plan & Trust ranks in the 10th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Woodcpa Plus PC 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Metnurse Health Services Inc 401(k) Profit Sharing Plan & Trust in GA ($177K, 34 participants).

Which 401(k) plans cover a similar participant headcount to Woodcpa Plus PC 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is The Directed Account Plan Staff 401(K ) Plan in MO (1 participant, N/A 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 264738526.