401(k) · DOL Form 5500 · 2024

Western Woods, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
46
Participants Small participant base
37th
Percentile by assets National rank
$78,708
Avg per participant Below avg balance/head
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Official DOL plan name: Western Woods 401(k) Profit Sharing Plan · Sponsored by Western Woods, Inc. · California · Wholesale Trade

$4M in assets, 46 participants

Western Woods, Inc.'s Western Woods 401(k) Profit Sharing Plan reported $4M in total assets and 46 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #1,580 in Wholesale Trade (6,080 peers)

Western Woods, Inc. multi-year trail

Western Woods, Inc.'s plans moved +48.5% in assets from 2022 to 2024; this filing shows Western Woods 401(k) Profit Sharing Plan at $4M / 46 participants.

#1,580
in Wholesale Trade (6,080 peers)
+17.1%
assets growth YoY

Western Woods 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Western Woods 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,620,573 37th percentile higher than 37% 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

Western Woods 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Woods 401(k) Profit Sharing Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Western Woods 401(k) Profit Sharing Plan reported net income fell from $654K in the plan year 2023 filing to $528K in the plan year 2024 filing.
  • Western Woods 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 941754273 · Western Woods, Inc. PY 2024 · 401(k)

Western Woods 401(k) Profit Sharing Plan · $4M · 46 · 37th

  • EIN $4M
  • EIN 46
  • EIN 37th
  • EIN 401(k)
  • EIN near Communities in Schools of Brazoria County, Inc. 401(k) Plan
  • EIN ind #1580

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 →

Western Woods 401(k) Profit Sharing Plan in the asset neighbourhood

Western Woods 401(k) Profit Sharing PlanWestern Woods 401(k) Profit …$4MCommunities in Schools of Brazoria County, Inc. 401(k) PlanCommunities in Schools of Br…$4MPascale Industries, Inc. & Affiliates Section 401(k) Profit Sharing PlanPascale Industries, Inc. & A…$4MSonora West Development, Inc. 401(k) Profit Sharing PlanSonora West Development, Inc…$4MFinsystems Inc 401(k) Profit Sharing Plan & TrustFinsystems Inc 401(k) Profit…$4M
End-of-year total assets ($M) among Western Woods 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Western Woods, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Western Woods, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 48.493744768167% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.44M $3.62M ▲ +48.4%
Year Plans Participants Total Assets
2022 1 48 $2M
2023 1 46 $3M
2024 1 46 $4M

Western Woods, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$528K
Employer EIN941754273
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Western Woods 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Western Woods 401(k) Profit Sharing Plan, Total assets ($B): 0.003620573 · Participants: 46Western Woods 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Western Woods 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Western Woods 401(k) Profit Sharing Plan side-by-side with 3 peers →

Western Woods 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 Communities in Schools of Brazoria County, Inc. 401(k) Plan in TX ($4M); by covered participants it is Westan Insurance Group 401(k) Plan in TN (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Western Woods 401(k) Profit Sharing Plan assets move in 2024? ▼
Western Woods 401(k) Profit Sharing Plan grew sharply - up 17.1% during 2024, from $3M to $4M. Reported net income was $528K.
How have Western Woods, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Woods, Inc.'s sponsor-wide assets grew 48.5%, from $2M to $4M.
Which 401(k) plans are similar in size to Western Woods 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Communities in Schools of Brazoria County, Inc. 401(k) Plan in TX ($4M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Western Woods 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Westan Insurance Group 401(k) Plan in TN (46 participants, $6M 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 941754273.

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.