Tom Wood, Inc. 401(k) Plan: Login, Facts & Contact Information

Tom Wood, Inc. 401(k) Plan Facts

Plan name
TOM WOOD GROUP 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
TOM WOOD, INC.
Participants
1,283 (1,157 active employees)
Former employees with a balance
372
Plan assets
$69,019,410 at Dec 31, 2024
Average account balance
$50,527 across 1,366 accounts
Employer contributions
$1,006,661 in plan year 2024 (14% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1988
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 26, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $7.26 million went into the plan in contributions, $1.01 million of it from the employer (14%).
  • $5.79 million was paid out to participants.
  • Investment and other income added $8.38 million.
  • Administrative expenses were $174,408, about $128 per account.

How the Tom Wood, Inc. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,231$40.9 million$413,441$3.29 million
20201,220$46.8 million$669,631$5.57 million
20211,154$54.2 million$905,369$4.57 million
20221,214$46.0 million$985,549$4.52 million
20231,265$59.4 million$1.09 million$2.79 million
20241,283$69.0 million$1.01 million$5.79 million

Tom Wood, Inc. 401(k) Contact Information

Phone
317-574-2347
Mailing address
9820 ASSOCIATION COURT, CARMEL IN 46280
Plan sponsor
TOM WOOD, INC.
Employer identification number (EIN)
35-1363838
Plan number
002

Questions about the Tom Wood, Inc. 401(k)

Does Tom Wood, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.01 million, 14% of all contributions.

Does the Tom Wood, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Tom Wood, Inc 401(k) plan?

1,283 participants at the start of plan year 2024, 1,157 of them active employees, and 372 former employees who still had money in the plan.

What is the average 401(k) balance at Tom Wood, Inc?

About $50,527 per account: $69.0 million in plan assets across 1,366 accounts with a balance at the end of plan year 2024.

Who manages the Tom Wood, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Tom Wood, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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