ESOP · DOL Form 5500 · 2022
Rwd Investment Trust Fastsigns ESOP
Data updated 2026-08-25
- $242K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $242,054
- Avg per participant Above avg balance/head
Official DOL plan name: Rwd Investment Trust · Sponsored by Rwd Investment Trust Fastsigns · North Carolina · Manufacturing
$242K in assets, 1 participants
Rwd Investment Trust Fastsigns's Rwd Investment Trust reported $242K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 12th 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.
- #972 in Manufacturing (20,602 peers)
2022 asset change
Rwd Investment Trust grew sharply 17.5% in 2022 ($206K → $242K) for 1 participant.
- #972
- in Manufacturing (20,602 peers)
- +17.5%
- assets growth YoY
Rwd Investment Trust among the smaller filed plans by assets
Rwd Investment Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$242,054 12th percentile higher than 12% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Rwd Investment Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rwd Investment Trust is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 260834988 · Rwd Investment Trust Fastsigns PY 2022 · ESOP
Rwd Investment Trust · $242K · 1 · 12th
- TYPE $242K
- TYPE 1
- TYPE 12th
- TYPE ESOP
- TYPE near Pvt Employee Stock Ownership Plan
- TYPE ind #972
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 What is an ESOP? → · Plans in North Carolina →
Rwd Investment Trust in the asset neighbourhood
Rwd Investment Trust Fastsigns years around the 2022 move
Sponsor-wide plan assets over time
All Rwd Investment Trust Fastsigns plans reported in each filing year
- Latest sponsor-wide plan assets
- $264K 8.902145802176374% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $242K |
| 2023 | 1 | 1 | $304K |
| 2024 | 1 | 1 | $264K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $206K |
|---|---|
| Net Assets (End of Year) | $242K |
| Net Income | $36K |
| Employer EIN | 260834988 |
| Plan Effective Date | 2007-09-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Old Dominion 401(k) Retirement Plan $1.8B · 24,080
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $184M · 1,322
- State Utility Contractors, Inc. Employee Stock Ownership Plan $82M · 147
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $78M · 250
- Mckim & Creed, Inc. Employee Stock Ownership Plan $72M · 790
Rwd Investment Trust's out-of-state ESOP peers by assets and headcount
Outside North Carolina, the nearest ESOP by assets is Pvt Employee Stock Ownership Plan in CA ($242K); by covered participants it is Ml Dewane Inc ESOP Plan and Trust in MN (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($242K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.