ESOP · DOL Form 5500 · 2022

Tcw Holdings, Inc. ESOP

Data updated 2026-08-11

$72M
Total assets
405
Participants
91st
Percentile by assets
$176,593
Avg per participant
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Official DOL plan name: Tcw Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Tcw Holdings, Inc. · Tennessee · Transportation & Warehousing

$72M in assets, 405 participants

Tcw Holdings, Inc.'s Tcw Holdings, Inc. Employee Stock Ownership Plan reported $72M in total assets and 405 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 139,126 plans)
  • #3,459 in Transportation & Warehousing (3,876 peers)

Coverage in Tennessee

Tcw Holdings, Inc. Employee Stock Ownership Plan covers 405 participants in Tennessee, about 36% of the average Tennessee filer (state average ~1,126 per filing). Assets: $72M.

$72M
total plan assets (2022 EOY)
405
covered participants
91st
percentile by assets (of 139,126 plans)
$176,593
avg assets per participant

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Tcw Holdings, Inc. Employee Stock Ownership Plan reports 405 participants - about 36% of that state average ($72M EOY assets).

Tennessee filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$15M
Net Income$30M
Employer EIN472451949
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tcw Holdings, Inc.)

$71M$72M$73M$74M$75M 202220232024 $71.5M $73.8M ▲ +3.2%
Total plan assets by year, all Tcw Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 1 405 $72M
2023 1 436 $72M
2024 1 502 $74M

Nearby ESOP Plans in Tennessee

Peer ESOP plans, same state, same plan type, ranked by total assets.

Tcw Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants

Tcw Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 01000200030004000 0100200300400500 Total assets ($M) Participants Tcw Holdings, Inc. E…Barr Brands Internat…Zander Group Holding…3ls, Inc. Employee S…Paladin Capital, Inc…Churchill Holdings, …
Tcw Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Tcw Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Tcw Holdings, Inc. Employee Stock Ownership Plan assets move in 2022?
Tcw Holdings, Inc. Employee Stock Ownership Plan surged - up 62.0% during 2022, from $44M to $72M. Reported net income was $30M.
How have Tcw Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Tcw Holdings, Inc.'s sponsor-wide assets grew 3.2%, from $72M to $74M.
Where does Tcw Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Tcw Holdings, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Tcw Holdings, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Morley Builders, Inc. Employee Stock Ownership Plan in CA ($72M, 136 participants).

Next read for Tcw Holdings, Inc. Employee Stock Owners…

Filing takeaways

Ways to act on Tcw Holdings, Inc. Employee Stock Ownership Plan's numbers.