Woodforest Financial Group 401(k) plan

Woodforest Financial Group, Inc., The Woodlands, TX. EIN 76-0163373. Annual reports 2009–2025. Also filed as Woodforest Financial Group.

Woodforest Financial Group, Inc. has one active retirement plan on file, the Woodforest Financial Group Employee Stock Ownership Plan, with 4,982 participants and $525 million in assets in 2025. Principal has been its recordkeeper since 2019. No traditional pension plan appears in Woodforest Financial Group's filings since 2009.

Active plans: 1
Participants: 4,982
Plan assets: $525 million
401(k) recordkeeper: Principal
Plans on file: 1
Industry: Holding companies

The plan

Woodforest Financial Group Employee Stock Ownership Plan

401(k) with ESOPActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 76-0163373
Participants (2025): 4,982
Net assets (2025): $525 million
Recordkeeper: PrincipalEarlier: Retirement Horizons (2010–2018)
Plan administrator: Woodforest Financial Group, Inc.
1330 Lake Robbins, Suite 100
The Woodlands, TX 77380
(832) 375-2000As filed for 2025
In effect since: January 1, 1981

Earlier plan names: Woodforest Financial Group Esop Employee Stock Ownership Plan; Woodforest Financial Group, Inc. Employee Stock Ownership Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	4,982	$525 million	Principal
2024	5,059	$499 million	Principal
2023	4,349	$505 million	Principal
2022	4,113	$506 million	Principal
2021	3,995	$520 million	Principal
2020	4,514	$404 million	Principal
2019	4,577	$394 million	Principal
2018	4,770	$331 million	Retirement Horizons
2017	4,475	$318 million	Retirement Horizons
2016	5,141	$273 million	Retirement Horizons
2015	4,460	$239 million	Retirement Horizons
2014	4,508	$220 million	Retirement Horizons
2013	4,572	$194 million	Retirement Horizons
2012	4,488	$163 million	Retirement Horizons
2011	4,323	$134 million	Retirement Horizons
2010	4,198	$128 million	Retirement Horizons
2009	4,217	$126 million	not listed

If you had money in one of these plans

Call Principal (principal.com), which runs the Woodforest Financial Group Employee Stock Ownership Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((832) 375-2000). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Woodforest Financial Group Employee Stock Ownership Plan

If you had money in one of these plans

What these numbers are

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