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Employer · plans filed under one EIN

Woodward Communications, Inc.

Dubuque, IA · Information

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$52.5Mnet assets across plans
817participant records579 active
$1.5Memployer contributions, latest plan years$2,507 per active record
$39KSchedule C compensation to organisations$47.15 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Woodward Communications, Inc.'s employer identification number (Dubuque, Iowa). Their latest filings total 817 participant records and $52.5M in net assets.

The largest is Woodward Communications, Inc. Profit Sharing Plan and Trust, a 401(k) plan with 484 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $1.5M and participant contributions $1.2M in the latest plan years; benefits paid were $7.3M. Schedule C compensation reported to service provider organisations totalled $39K.

Combined net assets moved from $29.0M in 2009 to $52.5M in 2024 (up 81%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Woodward Communications, Inc. Profit Sharing Plan and Trust401(k) plan2024484$37.2M$76,824$504$39K
Woodward Communications, Inc. Employee Stock Ownership Planemployee stock ownership plan2024333$15.3M$46,045$4,848$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $29.0M2010: $36.0M2011: $36.0M2012: $43.8M2013: $31.1M2014: $46.9M2015: $51.2M2016: $59.8M2017: $69.4M2018: $63.7M2019: $65.3M2020: $67.7M2021: $89.2M2022: $52.0M2023: $52.2M2024: $52.5M$29.0M$89.2M$52.5M20092012201620202024
Combined net assets
2009: 1,0852010: 9392011: 1,0012012: 1,0902013: 1,1072014: 1,0842015: 1,0692016: 1,0972017: 1,1452018: 1,1562019: 1,1522020: 1,1222021: 1,1022022: 7062023: 7662024: 8171,0851,15681720092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242817$52.5M$1.5M$1.2M
20232766$52.2M$1.4M$1.1M
20222706$52.0M$1.4M$1.2M
202121,102$89.2M$1.7M$2.1M
202021,122$67.7M$4.5M$2.3M
201921,152$65.3M$4.7M$2.2M
201821,156$63.7M$4.1M$2.0M
201721,145$69.4M$3.8M$1.9M
201621,097$59.8M$3.8M$1.7M
201521,069$51.2M$3.6M$1.3M
201421,084$46.9M$1.6M$1.3M
201321,107$31.1M$4.9M$1.2M
201221,090$43.8M$2.9M$1.2M
201121,001$36.0M$2.9M$833K
20102939$36.0M$2.9M$713K
200921,085$29.0M$4.8M$741K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Principal Life Insurance CompanyContract Administrator; Participant loan processing1$38,523
Morningstar Investment Management LInvestment advisory (participants)1$0
Wilshire Advisors LLCInvestment advisory (plan)1$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Principal Life Insurance Company$39K
Morningstar Investment Management L$0
Wilshire Advisors LLC$0

Questions and answers

How many retirement plans does Woodward Communications, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Woodward Communications, Inc. Profit Sharing Plan and Trust and Woodward Communications, Inc. Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Woodward Communications, Inc. contribute to its plans?

$1,451,813 in employer contributions across these plans in their latest plan years, about $2,507 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Principal Life Insurance Company, Morningstar Investment Management L and Wilshire Advisors LLC. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.