401(k) · DOL Form 5500 · 2024

Parkwood Management, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
28th
Percentile by assets National rank
$248,537
Avg per participant Above avg balance/head
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Official DOL plan name: Parkwood Management, Inc. 401(k) Plan · Sponsored by Parkwood Management, Inc. · Wisconsin · Food Services & Accommodation

$2M in assets, 7 participants

Parkwood Management, Inc.'s Parkwood Management, Inc. 401(k) Plan reported $2M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,342 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Parkwood Management, Inc. 401(k) Plan ranks #2,342 of 3,672 2024 filers by assets (1125% of the sector average)-$2M for 7 participants.

#2,342
in Food Services & Accommodation (3,672 peers)
+4.4%
assets growth YoY

Parkwood Management, Inc. 401(k) Plan among the smaller filed plans by assets

Parkwood Management, Inc. 401(k) Plan vs every filed plan by assets

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

$1,739,762 28th percentile higher than 28% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Parkwood Management, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Parkwood Management, Inc. 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Parkwood Management, Inc. 401(k) Plan reported net income rose from -$136K in the plan year 2023 filing to $73K in the plan year 2024 filing.
  • Parkwood Management, Inc. 401(k) Plan reported participants rose from 6 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Parkwood Management, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 261818274 · Parkwood Management, Inc. PY 2024 · 401(k)

Parkwood Management, Inc. 401(k) Plan · $2M · 7 · 28th

  • NET $2M
  • BOOK 7
  • VS-ST 28th
  • BOY 401(k)
  • SCH near Robert Mckeown Company, Inc. Profit Sharing/401(k) Plan
  • EBSA ind #2342

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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →

Parkwood Management, Inc. 401(k) Plan in the asset neighbourhood

Parkwood Management, Inc. 401(k) PlanParkwood Management, Inc. 40…$2MRobert Mckeown Company, Inc. Profit Sharing/401(k) PlanRobert Mckeown Company, Inc.…$2MJwb Industries, Inc. Retirement PlanJwb Industries, Inc. Retirem…$2MGlass House 401(k) Plan$2MAmeritocracy, Inc 401(k) Profit Sharing PlanAmeritocracy, Inc 401(k) Pro…$2M
End-of-year total assets ($M) among Parkwood Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$73K
Employer EIN261818274
Plan Effective Date2008-01-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Parkwood Management, Inc.)

Sponsor-wide plan assets over time

All Parkwood Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 423.35834865600395% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $1.8M $9.44M ▲ +424.4%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 6 $2M
2024 7 47 $9M

Nearby 401(k) Plans in Wisconsin

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

Parkwood Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Parkwood Management, Inc. 401(k) Plan, Total assets ($B): 0.001739762 · Participants: 7Parkwood Management, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Parkwood Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Parkwood Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Robert Mckeown Company, Inc. Profit Sharing/401(k) Plan in NJ ($2M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

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 Parkwood Management, Inc. 401(k) Plan assets move in 2024?
Parkwood Management, Inc. 401(k) Plan edged up modestly - up 4.4% during 2024, from $2M to $2M. Reported net income was $73K.
How have Parkwood Management, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Parkwood Management, Inc.'s sponsor-wide assets grew 423.4%, from $2M to $9M.
Which 401(k) plans are similar in size to Parkwood Management, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Robert Mckeown Company, Inc. Profit Sharing/401(k) Plan in NJ ($2M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Parkwood Management, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 participants, N/A in assets).