How big is Northwood, Inc.'s plan?

Northwood, Inc.'s plan reported $709K in assets and 2 participants for 2023.

Original filing (PDF)20240827114209NAL0019621712001

Northwood, Inc.

Name: Northwood, Inc. — Northwood 401(k) Plan, Form 5500 (2023)
Creator: Northwood, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Northwood 401(k) Plan

401(k) retirement plan · Northwood, Inc.'s Northwood 401(k) Plan held $709K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$709K

Net assets (EOY)

$709K

Plan identifiers

Northwood, Inc.'s EIN is 87-0667976.

EIN 87-0667976

Plan number 001

Plan year 2023

ACK ID 20240827114209NAL0019621712001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Northwood, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Northwood, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Plan sponsor

Name

NORTHWOOD, INC.

EIN

all filings

Address

P.O. BOX 346 · KAYSVILLE, UT · 84037

Phone

(801) 593-5500

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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