Wood 401(K) Plan — Form 5500 plan (Wood Group U.S. Holdings, 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, Wood 401(K) Plan is a benefit plan reported by Wood Group U.S. Holdings, Inc. under EIN 76-0688757 and plan number 001. The latest loaded filing year is 2023. The filing reports 17,572 participants and $2,085,508,850 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wood Group U.S. Holdings, Inc.
- EIN
- 76-0688757
- Plan number
- 001
- Plan type
- 3
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 17,572
- End-of-year plan assets
- $2,085,508,850
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,572 | H, C | 20241001130456NAL0006752385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,085,508,850
- Total liabilities (EOY)
- $9,000
- Net assets (EOY)
- $2,085,499,850
- Net assets (BOY)
- $1,996,157,869
Income & contributions
- Employer contributions
- $22,619,655
- Participant contributions
- $44,741,663
- Total contributions
- $77,446,312
- Total income / additions
- $412,445,680
Expenses & distributions
- Benefits paid
- $320,658,077
- Administrative expenses
- $1,223,293
- Total expenses
- $323,103,699
- Net increase / (decrease)
- $89,341,981
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $527,307 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $519,961 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc | NONE | $99,972 | not reported in the loaded dataset | 2023 |
| Steelpeak Wealth LLC | NONE | $88,274 | not reported in the loaded dataset | 2023 |
| Whittlesey & Hadley Pc | NONE | $43,000 | not reported in the loaded dataset | 2023 |
| Haynes And Boone, Llp | NONE | $30,056 | not reported in the loaded dataset | 2023 |
| Avidian Wealth Solutions LLC | NONE | $11,649 | not reported in the loaded dataset | 2023 |
| Dynamic Wealth Advisors | NONE | $9,643 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $8,172 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $7,542 | not reported in the loaded dataset | 2023 |
| Pin Oak Investment | NONE | $7,304 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wood Group U.S. Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Steelpeak Wealth LLC — Schedule C compensation
- Whittlesey & Hadley Pc — Schedule C compensation
- Haynes And Boone, Llp — Schedule C compensation
- Avidian Wealth Solutions LLC — Schedule C compensation
- Dynamic Wealth Advisors — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Pin Oak Investment — Schedule C compensation