Plan5500

Woodward Retirement Savings Plan — Form 5500 plan (Woodward, Inc.)

Plain-English plan 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, Woodward Retirement Savings Plan is a benefit plan reported by Woodward, Inc. under EIN 36-1984010 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,987 participants and $1,765,770,435 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Woodward, Inc.
EIN
36-1984010
Plan number
001
Plan type
2
Location
Fort Collins, CO
Latest filing year
2023
Participants
7,987
End-of-year plan assets
$1,765,770,435

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,987H, C20241002090013NAL0008560641003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,765,770,435
Net assets (EOY)
$1,765,770,435
Net assets (BOY)
$1,504,801,917

Income & contributions

Employer contributions
$44,193,193
Participant contributions
$46,869,687
Total contributions
$96,500,745
Total income / additions
$415,141,295

Expenses & distributions

Benefits paid
$153,258,686
Administrative expenses
$913,449
Total expenses
$154,172,777
Net increase / (decrease)
$260,968,518

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Advisors, Inc.INVESTMENT ADVISOR$496,801not reported in the loaded dataset2023
The Vanguard Group, Inc.TRUSTEE$484,453not reported in the loaded dataset2023

Related Form 5500 pages