401(k) · DOL Form 5500 · 2024
Solidwood Forest 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 214
- Participants Below avg headcount
- 36th
- Percentile by assets National rank
- $16,177
- Avg per participant Low balance/head
Official DOL plan name: Solidwood Forest 401(k) Profit Sharing Plan & Trust · Sponsored by Solidwood Forest · Texas · Wholesale Trade
$3M in assets, 214 participants
Solidwood Forest's Solidwood Forest 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 214 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #1,526 in Wholesale Trade (6,080 peers)
Coverage in Texas
Solidwood Forest 401(k) Profit Sharing Plan & Trust covers 214 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $3M.
- #1,526
- in Wholesale Trade (6,080 peers)
- +29.1%
- assets growth YoY
Solidwood Forest 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Wholesale Trade and all filers
Solidwood Forest 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,461,831 36th percentile higher than 36% 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
Solidwood Forest 401(k) Profit Sharing Plan & Trust 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. Solidwood Forest 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (214 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2024
- Solidwood Forest 401(k) Profit Sharing Plan & Trust reported net income rose from -$152K in the plan year 2022 filing to $780K in the plan year 2024 filing.
- Solidwood Forest 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2024 filing.
- Solidwood Forest 401(k) Profit Sharing Plan & Trust reported participants rose from 180 in the plan year 2022 filing to 214 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 371482848 · Solidwood Forest PY 2024 · 401(k)
Solidwood Forest 401(k) Profit Sharing Plan & Trust · $3M · 214 · 36th
- EOY $3M
- 5500 214
- ASSETS 36th
- PCT 401(k)
- EIN near Gotham Per Diem, Inc. 401(k) Savings Plan
- RANK ind #1526
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 Wholesale Trade retirement plans → · Plans in Texas →
Solidwood Forest 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $780K |
| Employer EIN | 371482848 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Solidwood Forest)
Sponsor-wide plan assets over time
All Solidwood Forest plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 78.90275886482674% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 180 | $2M |
| 2024 | 1 | 214 | $3M |
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
Solidwood Forest 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 Gotham Per Diem, Inc. 401(k) Savings Plan in NY ($3M); by covered participants it is Premier Health Services, Inc. 401(k) Plan in DC (214 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (214 participants); asset peers above are excluded.
- Premier Health Services, Inc. 401(k) Plan (DC) 214 · 0 off
- Nationwide Studios 401(k) Plan (TN) 214 · 0 off
- Parsons Company, Inc. Profit Sharing and 401(k) Plan (IL) 214 · 0 off
- Nystrom, Incorporated Employee Savings & Retirement Plan (MN) 214 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.