Woodward 401(k) and pension plans

Woodward, Inc., Fort Collins, CO. EIN 36-1984010. Annual reports 2009–2024. Also filed as Woodward Governor Company.

Woodward, Inc. has 4 active retirement plans on file. The largest is the Woodward Retirement Savings Plan, with 8,786 participants and $2.0 billion in assets in 2024. Vanguard has been its recordkeeper since 2010.

Active plans: 4
Participants: 9,933
Plan assets: $2.1 billion
401(k) recordkeeper: Vanguard
Plans on file: 5
Industry: Manufacturing

All 5 plans

Active plans first

Woodward Retirement Savings Plan

401(k) with ESOPActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 36-1984010
Participants (2024): 8,786
Net assets (2024): $2.0 billion
Recordkeeper: Vanguard2010–2024
Plan administrator: Woodward, Inc.
1081 Woodward Way
Fort Collins, CO 80524
(815) 639-6815As filed for 2024
In effect since: September 30, 1952

Earlier sponsor: Woodward Governor Company (2009).

Earlier plan names: Retirement Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,786	$2.0 billion	Vanguard
2023	8,355	$1.8 billion	Vanguard
2022	7,987	$1.5 billion	Vanguard
2021	7,011	$1.9 billion	Vanguard
2020	6,961	$1.8 billion	Vanguard
2019	7,429	$1.7 billion	Vanguard
2018	7,012	$1.3 billion	Vanguard
2017	6,614	$1.4 billion	Vanguard
2016	6,317	$1.2 billion	Vanguard
2015	6,326	$1.1 billion	Vanguard
2014	6,027	$1.1 billion	Vanguard
2013	6,041	$966 million	Vanguard
2012	5,857	$795 million	Vanguard
2011	5,711	$751 million	Vanguard
2010	5,329	$711 million	Vanguard
2009	4,277	$577 million	not listed

Woodward HRT Pension Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 006Employer EIN 36-1984010
Participants (2024): 692
Net assets (2024): $150 million
Administered by: Milliman2015–2024
Plan administrator: Woodward, Inc.
1081 Woodward Way
Fort Collins, CO 80524
(815) 639-6815As filed for 2024
In effect since: April 3, 2009

Earlier sponsor: Woodward Governor Company (2009).

Earlier plan names: HRT Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	692	$150 million	Milliman
2023	695	$153 million	Milliman
2022	702	$142 million	Milliman
2021	710	$197 million	Milliman
2020	714	$197 million	Milliman
2019	719	$156 million	Milliman
2018	720	$126 million	Milliman
2017	720	$141 million	Milliman
2016	725	$117 million	Milliman
2015	771	$116 million	Milliman
2014	771	$120 million	not listed
2013	773	$113 million	not listed
2012	778	$90.8 million	not listed
2011	813	$75.3 million	not listed
2010	836	$69.7 million	not listed
2009	856	$51.6 million	not listed

Woodward FST Employees' Pension Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 36-1984010
Participants (2024): 292
Net assets (2024): $18.7 million
Administered by: Milliman2015–2024
Plan administrator: Woodward, Inc.
1081 Woodward Way
Fort Collins, CO 80524
(815) 639-6815As filed for 2024
In effect since: June 15, 1998

Earlier sponsor: Woodward Governor Company (2009).

Earlier plan names: FST Employees Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	292	$18.7 million	Milliman
2023	295	$19.7 million	Milliman
2022	303	$19.1 million	Milliman
2021	312	$27.5 million	Milliman
2020	317	$28.1 million	Milliman
2019	320	$24.6 million	Milliman
2018	325	$21.5 million	Milliman
2017	328	$24.7 million	Milliman
2016	329	$22.4 million	Milliman
2015	366	$23.4 million	Milliman
2014	363	$25.2 million	not listed
2013	363	$23.6 million	not listed
2012	367	$22.5 million	not listed
2011	370	$20.0 million	not listed
2010	372	$19.0 million	not listed
2009	373	$16.0 million	not listed

Woodward HRT Retirement Account Plan

Profit-sharing planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 36-1984010
Participants (2024): 163
Net assets (2024): $6.5 million
Last listed recordkeeper: Vanguard2019
Plan administrator: Woodward, Inc.
1081 Woodward Way
Fort Collins, CO 80524
(815) 639-6815As filed for 2024
In effect since: April 3, 2009

Earlier sponsor: Woodward Governor Company (2009).

Earlier plan names: HRT Retirement Account Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	163	$6.5 million	not listed
2023	179	$6.3 million	not listed
2022	201	$6.0 million	not listed
2021	212	$8.5 million	not listed
2020	230	$8.4 million	not listed
2019	245	$7.0 million	Vanguard
2018	256	$5.6 million	not listed
2017	276	$6.6 million	not listed
2016	295	$5.6 million	not listed
2015	315	$5.6 million	not listed
2014	332	$5.9 million	not listed
2013	380	$5.3 million	not listed
2012	475	$4.4 million	not listed
2011	456	$3.3 million	not listed
2010	489	$2.9 million	not listed
2009	950	$2.2 million	not listed

Woodward Duarte Pension Plan for UAW Local 509 Hourly Emp

Pension (defined benefit)Closed

Closed. The plan filed its final annual report for 2016, which means its assets were paid out or moved and it no longer exists.

Plan number: 007Employer EIN 36-1984010
Participants (2015): 205
Net assets (2015): $197,690
Administered by: Milliman2015–2016
Plan administrator: Woodward, Inc.
Po Box 7001
Rockford, IL 61125
(815) 877-7441As filed for 2016
In effect since: March 2, 2013

Year by year, 2013 to 2016

Plan year	Participants	Net assets	Recordkeeper
2016	0	$0	Milliman
2015	205	$197,690	Milliman
2014	210	$118,491	not listed
2013	218	$158,713	not listed

If you had money in one of these plans

Call Vanguard (investor.vanguard.com), which runs the Woodward Retirement Savings 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 ((815) 639-6815). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
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.

All 5 plans

Woodward Retirement Savings Plan

Woodward HRT Pension Plan

Woodward FST Employees' Pension Plan

Woodward HRT Retirement Account Plan

Woodward Duarte Pension Plan for UAW Local 509 Hourly Emp

If you had money in one of these plans

What these numbers are

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