401(k) · DOL Form 5500 · 2024
Woodmont Real Estate Services, LP 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 362
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $77,372
- Avg per participant Below avg balance/head
Official DOL plan name: Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan · Sponsored by Woodmont Real Estate Services, LP · California · Real Estate
$28M in assets, 362 participants
Woodmont Real Estate Services, LP's Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan reported $28M in total assets and 362 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #4,088 in Real Estate (4,605 peers)
Where Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan sits by assets
Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $28M for 362 participants (~$77,372/participant), down 2.6% in 2024.
- #4,088
- in Real Estate (4,605 peers)
- -2.6%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $740K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan's outsized position by total assets
Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,008,769 Top 24% higher than 76% 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
Woodmont Real Estate Services, L.P. 401(k) Profit Sharing 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. Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan sits mid-pack in the medium band (362 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan reported net income fell from $7M in the plan year 2023 filing to -$740K in the plan year 2024 filing.
- Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan reported participants rose from 351 in the plan year 2023 filing to 362 in the plan year 2024 filing.
- Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan end-of-year assets fell from $29M in the plan year 2023 filing to $28M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 943209029 · Woodmont Real Estate Services, LP PY 2024 · 401(k)
Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan · $28M · 362 · 76th
- PHOTO $28M
- PHOTO 362
- PHOTO 76th
- PHOTO 401(k)
- PHOTO near Moore, Ingram, Johnson, & Steele, LLP 401(k) Profit Sharing Plan
- PHOTO ind #4088
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 Real Estate retirement plans → · Plans in California →
Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$740K |
| Employer EIN | 943209029 |
| Plan Effective Date | 1990-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Woodmont Real Estate Services, LP)
Sponsor-wide plan assets over time
All Woodmont Real Estate Services, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 30.16770854982431% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 333 | $22M |
| 2023 | 1 | 351 | $29M |
| 2024 | 1 | 362 | $28M |
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
Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Moore, Ingram, Johnson, & Steele, LLP 401(k) Profit Sharing Plan in GA ($28M); by covered participants it is Prosek LLC 401(k) Pension Plan in CT (362 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (362 participants); asset peers above are excluded.
- Prosek LLC 401(k) Pension Plan (CT) 362 · 0 off
- Stallergenes Greer 401(k) Plan (NC) 362 · 0 off
- Bnp Media 401(k) Plan (MI) 362 · 0 off
- Howard Energy Partners 401(k) Plan (TX) 362 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.