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Original filing (PDF)20251212150343NAL0008360833001
WOODSIDE ENERGY USA SERVICES INC.
Form 5500
FILING_RECEIVED
WOODSIDE ENERGY USA SERVICES INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 3
Late filing · 0.9 mo31% in single holdingNo recordkeeper disclosed
Active participants
778
Accounts w/ balance
2,259
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
22 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
96
Concentration risk
84
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Filed 0.9 months past the 10.5-month grace window.
- Top holding "Vanguard Investment Group Institutional 500 Index Trust Fund" is 31% of plan.
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOODSIDE ENERGY USA SERVICES INC..
Plan sponsor
Name
WOODSIDE ENERGY USA SERVICES INC.
EIN
94-3144067
Address
1500 POST OAK BLVD · HOUSTON, TX · 77056
Phone
(713) 961-8500
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HAM ,LANGSTON & BREZINA, L.L.P
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $651K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $116K | — |
| AON INVESTMENTS USA INC | 36-3109431 | — | NONE | $78K | — |
| HAM, LANGSTON & BREZINA LLP | 76-0448495 | — | NONE | $57K | — |
Investments
11 direct securities · 22 pooled funds· $1.4B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$922.7M
22 holdings
Uncategorized
$461.5M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC INSTITUTIONAL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $376.4M | 31.1% | |
| Vanguard Investment Group Balanced Index Fund – Institutional Shares | — | — | — | $130.8M | 10.8% | |
| Vanguard Investment Group Institutional Total International Stock Index Fund | — | — | — | $111.3M | 9.2% | |
| VFTC INSTL TOT INTRNL STK MKT IDXTR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $111.3M | 9.2% | |
| VFTC INSTL TOTAL BOND MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $100.3M | 8.3% | |
| VFTC RETIRE. SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $77.2M | 6.4% | |
| Vanguard Investment Group Extended Market Index Trust Fund | — | — | — | $62.4M | 5.2% | |
| VFTC INSTNLL EXTENDED MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $62.4M | 5.2% | |
| Self-Directed Brokerage Account Mutual Funds, Stocks, Money Market Funds, Fixed | — | — | — | $51.1M | 4.2% | |
| T Rowe Price Institutional Large-Cap Growth Fund | — | — | — | $45.5M | 3.8% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $38.0M | 3.1% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $30.7M | 2.5% | |
| American Funds EuroPacific Growth Fund – R6 Shares | — | — | — | $28.2M | 2.3% | |
| EARNEST PART SMID CAPCORE FU; CLS 1 EARNEST PARTNERS, LLC · EIN 26-4377500 / PN 041 | Common Collective Trust | — | — | $28.0M | 2.3% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $23.2M | 1.9% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $20.1M | 1.7% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $16.1M | 1.3% | |
| Diamond Hill Investment Group Large Cap Fund – Class Y | — | — | — | $15.4M | 1.3% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $13.4M | 1.1% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $10.3M | 0.9% | |
| Dimensional Fund Advisors Inflation-Protected Securities Port: Inst'l Cl Shr | — | — | — | $8.5M | 0.7% | |
| Vanguard Investment Group Total International Bond Index Fund – Institutional Shares | — | — | — | $5.7M | 0.5% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $3.8M | 0.3% | |
| BLACKROCK TOTAL RETURN BOND FUND L BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 93-2706044 / PN 001 | Common Collective Trust | — | — | $3.6M | 0.3% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.3% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.9M | 0.2% | |
| Participant Loans Notes receivable from participants bearing interest at | — | — | — | $2.1M | 0.2% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.1% | |
| Vanguard Investment Group Federal Money Market Fund | — | — | — | $517K | <0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $311K | <0.1% | |
| VFTC TARGET RET INC & GROWTH TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $51K | <0.1% | |
| MACQUARIE COLLECTIVE INVESTMENT TR SEI TRUST COMPANY · EIN 45-1285328 / PN 047 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK TOTAL RETURN BOND FUND T BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 47-1246942 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |