How big is The Woodbury Group's plan?

The Woodbury Group's plan reported $3.3M in assets and 6 participants for 2025.

Original filing (PDF)20260518152118NAL0000201489001

The Woodbury Group

Name: The Woodbury Group — The Woodbury Group 401(k) Plan, Form 5500 (2025)
Creator: The Woodbury Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Woodbury Group 401(k) Plan

401(k) retirement plan · The Woodbury Group's The Woodbury Group 401(k) Plan held $3.3M in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

The Woodbury Group's EIN is 56-2065747.

EIN 56-2065747

Plan number 001

Plan year 2025

ACK ID 20260518152118NAL0000201489001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Woodbury Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Woodbury Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WOODBURY GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score