401(k) · DOL Form 5500 · 2024
Woodforest Financial Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $499M
- Total assets Above avg plan size
- 4,504
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $110,692
- Avg per participant Below avg balance/head
Official DOL plan name: Woodforest Financial Group, Inc. Employee Stock Ownership Plan · Sponsored by Woodforest Financial Group, Inc. · Texas · Management of Enterprises
$499M in assets, 4,504 participants
Woodforest Financial Group, Inc.'s Woodforest Financial Group, Inc. Employee Stock Ownership Plan reported $499M in total assets and 4,504 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #1,030 in Management of Enterprises (1,133 peers)
Coverage in Texas
Woodforest Financial Group, Inc. Employee Stock Ownership Plan covers 4,504 participants in Texas, 6.6x the typical Texas plan (state average ~688 per filing). Assets: $499M.
- #1,030
- in Management of Enterprises (1,133 peers)
- -1.4%
- assets change YoY
- 5.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Woodforest Financial Group, Inc. Employee Stock Ownership Plan's outsized position by total assets
Woodforest Financial Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$498,556,438 Top 3% higher than 97% 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
Woodforest Financial Group, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Woodforest Financial Group, Inc. Employee Stock Ownership Plan lands in the large band (4,504 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Woodforest Financial Group, Inc. Employee Stock Ownership Plan reported net income fell from -$360K in the plan year 2023 filing to -$7M in the plan year 2024 filing.
- Woodforest Financial Group, Inc. Employee Stock Ownership Plan reported participants rose from 3,476 in the plan year 2023 filing to 4,504 in the plan year 2024 filing.
- Woodforest Financial Group, Inc. Employee Stock Ownership Plan end-of-year assets fell from $505M in the plan year 2023 filing to $499M in the plan year 2024 filing.
DOL schedule card
Filing strip 760163373 · Woodforest Financial Group, Inc. PY 2024 · 401(k)
Woodforest Financial Group, Inc. Employee Stock Ownership Plan · $499M · 4,504 · 97th
- NET $499M
- BOOK 4,504
- VS-ST 97th
- BOY 401(k)
- SCH near Vermeer Corporation 401(k) Retirement Plan
- EBSA ind #1030
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 Management of Enterprises retirement plans → · Plans in Texas →
Woodforest Financial Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $505M |
|---|---|
| Net Assets (End of Year) | $499M |
| Net Income | -$7M |
| Employer EIN | 760163373 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Woodforest Financial Group, Inc.)
Sponsor-wide plan assets over time
All Woodforest Financial Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $499M 1.4397958416430015% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,408 | $506M |
| 2023 | 1 | 3,476 | $505M |
| 2024 | 1 | 4,504 | $499M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Woodforest Financial Group, Inc. Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Vermeer Corporation 401(k) Retirement Plan in IA ($499M); by covered participants it is Compass Health, Inc. 401(k) Plan in MO (4,504 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($499M here).
- Vermeer Corporation 401(k) Retirement Plan (IA) $499M · 4,118
- Savings Plan of Pjm Interconnection, L.L.C. (PA) $498M · 833
- Momentive Performance Materials Savings Plan (NY) $498M · 1,486
- The F.W. Webb Company Savings & Profit Sharing Plan (MA) $499M · 3,296
Similar participant headcount
Nearest other-state filings by covered participants (4,504 participants); asset peers above are excluded.
- Compass Health, Inc. 401(k) Plan (MO) 4,504 · 0 off
- National Railroad Passenger Corporation Savings Plan (DC) 4,505 · 1 off
- Nidec Motor Corporation Employee Savings Investment Plan (MO) 4,503 · 1 off
- Hubspot, Inc. 401(k) Profit Sharing Plan & Trust (MA) 4,502 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.