2023 Form 5500 filing — Woodward Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002090013NAL0008560641003) for Woodward Retirement Savings Plan, reported by Woodward, Inc. under EIN 36-1984010 and plan number 001. It reports 7,987 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002090013NAL0008560641003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Woodward, Inc.
- EIN
- 36-1984010
- Plan number
- 001
- Location
- Fort Collins, CO
- Participants
- 7,987
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,765,770,435
- Net assets (EOY)
- $1,765,770,435
- Employer contributions
- $44,193,193
- Participant contributions
- $46,869,687
- Total income / additions
- $415,141,295
- Benefits paid
- $153,258,686
- Administrative expenses
- $913,449
- Total expenses
- $154,172,777
- Net increase / (decrease)
- $260,968,518
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisors, Inc. | INVESTMENT ADVISOR | $496,801 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | TRUSTEE | $484,453 | not reported in the loaded dataset |