ESOP · DOL Form 5500 · 2022

Tcw Holdings, Inc. ESOP

Data updated 2026-08-25

$72M
Total assets Below avg plan size
405
Participants Below avg headcount
91st
Percentile by assets National rank
$176,593
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#3,459
in Transportation & Warehousing (3,876 peers)
+62.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Tcw Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Tcw Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$71,520,000 Top 9% higher than 91% 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

Tcw Holdings, Inc. Employee Stock Ownership Plan 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. Tcw Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (405 participants).

Plan-year Form 5500 strip

Filing strip 472451949 · Tcw Holdings, Inc. PY 2022 · ESOP

Tcw Holdings, Inc. Employee Stock Ownership Plan · $72M · 405 · 91st

  • PCT $72M
  • PCT 405
  • PCT 91st
  • PCT ESOP
  • PCT near Morley Builders, Inc. Employee Stock Ownership Plan
  • PCT ind #3459

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 Tennessee →

Tcw Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mayville Engineering Company, Inc. Employee Stock Ownership PlanMayville Engineering Company…$72MMckim & Creed, Inc. Employee Stock Ownership PlanMckim & Creed, Inc. Employee…$72MMorley Builders, Inc. Employee Stock Ownership PlanMorley Builders, Inc. Employ…$72MTcw Holdings, Inc. Employee Stock Ownership PlanTcw Holdings, Inc. Employee …$72MSc Holdings, Inc. Employee Stock Ownership PlanSc Holdings, Inc. Employee S…$71M
End-of-year total assets ($M) among Tcw Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Tcw Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 3.1890380313199107% vs 2022
2024 filing year
$71M$72M$73M$74M$75M 202220232024 $71.5M $73.8M ▲ +3.2%
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 Scatter plot of 6 data points. 01000200030004000 0100200300400500 Total assets ($M) Participants Tcw Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 71.52 · Participants: 405Tcw Holdings, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 448.826239 · Participants: 312Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 199.960184 · Participants: 184Zander Group Holdings, Inc. Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.475903 · Participants: 5053ls, Inc. Employee Stock Ownership PlanPaladin Capital, Inc. ESOP, Total assets ($M): 99.01375 · Participants: 3771Paladin Capital, Inc. ESOPChurchill Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 93.135811 · Participants: 512Churchill Holdings, Inc. Employee Stock Ownership Plan
Tcw Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Tcw Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Tcw Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Morley Builders, Inc. Employee Stock Ownership Plan in CA ($72M); by covered participants it is Vantage Bank Texas Employee Stock Ownership Plan in TX (404 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (405 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 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).
Which ESOP plans cover a similar participant headcount to Tcw Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Vantage Bank Texas Employee Stock Ownership Plan in TX (404 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 472451949.

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.