401(k) · DOL Form 5500 · 2022

Cwi Logistics Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
196
Participants Below avg headcount
31st
Percentile by assets National rank
$8,185
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Cwi Retirement Trust · Sponsored by Cwi Logistics Inc. · Florida · Transportation & Warehousing

$2M in assets, 196 participants

Cwi Logistics Inc.'s Cwi Retirement Trust reported $2M in total assets and 196 participants in its 2022 DOL Form 5500 filing, ranking in the 31st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,172 in Transportation & Warehousing (3,876 peers)

Coverage in Florida

Cwi Retirement Trust covers 196 participants in Florida, about 31% of the average Florida filer (state average ~628 per filing). Assets: $2M.

#1,172
in Transportation & Warehousing (3,876 peers)
-22.4%
assets change YoY

The plan reported a net loss of $464K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cwi Retirement Trust among the smaller filed plans by assets

Cwi Retirement Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,604,302 31st percentile higher than 31% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Cwi Retirement Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cwi Retirement Trust sits mid-pack in the medium band (196 participants).

Form 5500 schedule snapshot

Filing strip 591145652 · Cwi Logistics Inc. PY 2022 · 401(k)

Cwi Retirement Trust · $2M · 196 · 31st

  • EBSA $2M
  • PART 196
  • TYPE 31st
  • NET 401(k)
  • BOOK near Manning Educational Services, Inc. Retirement Plan
  • VS-ST ind #1172

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Transportation & Warehousing retirement plans → · Plans in Florida →

Cwi Retirement Trust in the asset neighbourhood

Cwi Retirement Trust$2MManning Educational Services, Inc. Retirement PlanManning Educational Services…$2MBreakthru Beverage Illinois Belleville, LLC 401(k) Profit Sharing PlanBreakthru Beverage Illinois …$2MVantedge Partners LP 401(k) Profit Sharing Plan & TrustVantedge Partners LP 401(k) …$2MFitch Irick Corporation LLC 401(k) Profit Sharing PlanFitch Irick Corporation LLC …$2M
End-of-year total assets ($M) among Cwi Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$464K
Employer EIN591145652
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cwi Retirement Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Cwi Retirement Trust, Total assets ($B): 0.001604302 · Participants: 196Cwi Retirement TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Cwi Retirement Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Cwi Retirement Trust side-by-side with 3 peers →

Cwi Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Manning Educational Services, Inc. Retirement Plan in GA ($2M); by covered participants it is G.D. Barri & Associates, Inc. 401(k) Plan in AZ (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cwi Retirement Trust assets move in 2022? ▼
Cwi Retirement Trust declined sharply - down 22.4% during 2022, from $2M to $2M. Reported net income was -$464K.
Which 401(k) plans are similar in size to Cwi Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Manning Educational Services, Inc. Retirement Plan in GA ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Cwi Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is G.D. Barri & Associates, Inc. 401(k) Plan in AZ (196 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 591145652.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.