Defined Benefit (Pension) · DOL Form 5500 · 2024

P.W. Woo & Sons, Inc. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
1
Participants Small participant base
40th
Percentile by assets National rank
$4.6M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: P.W. Woo & Sons, Inc. Defined Benefit Pension Plan · Sponsored by P.W. Woo & Sons, Inc. · California · Wholesale Trade

$5M in assets, 1 participants

P.W. Woo & Sons, Inc.'s P.W. Woo & Sons, Inc. Defined Benefit Pension Plan reported $5M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #1,838 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

P.W. Woo & Sons, Inc. Defined Benefit Pension Plan holds $5M for 1 participant - about $4.6M per participant, in the lower half of filed plans by assets.

#1,838
in Wholesale Trade (6,080 peers)
+1.2%
assets growth YoY

P.W. Woo & Sons, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Wholesale Trade and all filers

P.W. Woo & Sons, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$4,553,084 40th percentile higher than 40% 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

P.W. Woo & Sons, Inc. Defined Benefit Pension 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. P.W. Woo & Sons, Inc. Defined Benefit Pension Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • P.W. Woo & Sons, Inc. Defined Benefit Pension Plan reported net income rose from -$90K in the plan year 2023 filing to $55K in the plan year 2024 filing.
  • P.W. Woo & Sons, Inc. Defined Benefit Pension Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 953373372 · P.W. Woo & Sons, Inc. PY 2024 · Defined Benefit (Pension)

P.W. Woo & Sons, Inc. Defined Benefit Pension Plan · $5M · 1 · 40th

  • ASSETS $5M
  • PCT 1
  • EIN 40th
  • RANK Defined Benefit (Pension)
  • PHOTO near Horne Brothers Construction, Inc. Cash Balance Pension Plan
  • IND ind #1838

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 California →

P.W. Woo & Sons, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Tara Frassetto Realty LLC Pension PlanTara Frassetto Realty LLC Pe…$5MLeroy Springs & Company, Inc. Noncontributory Retirement PlanLeroy Springs & Company, Inc…$5MP.W. Woo & Sons, Inc. Defined Benefit Pension PlanP.W. Woo & Sons, Inc. Define…$5MHorne Brothers Construction, Inc. Cash Balance Pension PlanHorne Brothers Construction,…$5MTennessee Valley Pain Consultants, PC Cash BalanceTennessee Valley Pain Consul…$5M
End-of-year total assets ($M) among P.W. Woo & Sons, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$55K
Employer EIN953373372
Plan Effective Date1981-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (P.W. Woo & Sons, Inc.)

Sponsor-wide plan assets over time

All P.W. Woo & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 0.7604231237679742% vs 2022
2024 filing year
$4.45M$4.5M$4.55M$4.6M 202220232024 $4.59M $4.55M ▼ -0.9%
Year Plans Participants Total Assets
2022 1 2 $5M
2023 1 1 $4M
2024 1 1 $5M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

P.W. Woo & Sons, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants P.W. Woo & Sons, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.004553084 · Participants: 1P.W. Woo & Sons, Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
P.W. Woo & Sons, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare P.W. Woo & Sons, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

P.W. Woo & Sons, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Horne Brothers Construction, Inc. Cash Balance Pension Plan in NC ($5M); by covered participants it is The Lawrence Firm, PLLC Defined Benefit Pension Plan in VA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 P.W. Woo & Sons, Inc. Defined Benefit Pension Plan assets move in 2024? ▼
P.W. Woo & Sons, Inc. Defined Benefit Pension Plan edged up modestly - up 1.2% during 2024, from $4M to $5M. Reported net income was $55K.
How have P.W. Woo & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), P.W. Woo & Sons, Inc.'s sponsor-wide assets declined 0.8%, from $5M to $5M.
Which Defined Benefit (Pension) plans are similar in size to P.W. Woo & Sons, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Horne Brothers Construction, Inc. Cash Balance Pension Plan in NC ($5M, 192 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to P.W. Woo & Sons, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Lawrence Firm, PLLC Defined Benefit Pension Plan in VA (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 953373372.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.