Woodward Hrt Retirement Account 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 Hrt Retirement Account Plan is a benefit plan reported by Woodward, Inc. under EIN 36-1984010 and plan number 002. The latest loaded filing year is 2023. The filing reports 201 participants and $6,344,893 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.3MPlan net assets, end of year$6,344,893
Participants201Covered participants reported
Assets / participant$31.6KComputed: assets ÷ participants$31,567 (computed)
Provider compensation$9251 Schedule C provider row(s)
Plan sponsor
Woodward, Inc.
EIN
36-1984010
Plan number
002
Plan type
2
Location
Fort Collins, CO
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    201 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.3M total assets
Net assets$6.3MLiabilities
Money in vs. money out
Total income / additions$1.1M
Total expenses$799.4K
Benefits paid / distributions$795.9K
Full reported line items

Net assets

Total assets (EOY)
$6,344,893
Net assets (EOY)
$6,344,893
Net assets (BOY)
$6,040,022

Income & contributions

Total income / additions
$1,104,251

Expenses & distributions

Benefits paid
$795,895
Administrative expenses
$3,485
Total expenses
$799,380
Net increase / (decrease)
$304,871
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income72%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    TRUSTEE · Direct $925

Related Form 5500 pages