401(k) · DOL Form 5500 · 2022
Charlotte's Web Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 292
- Participants Below avg headcount
- 53rd
- Percentile by assets National rank
- $18,989
- Avg per participant Low balance/head
Official DOL plan name: Cwb Holdings, Inc. 401(k) Plan · Sponsored by Charlotte's Web Inc. · Colorado · Agriculture, Forestry & Fishing
$6M in assets, 292 participants
Charlotte's Web Inc.'s Cwb Holdings, Inc. 401(k) Plan reported $6M in total assets and 292 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.
- #881 in Agriculture, Forestry & Fishing (1,523 peers)
2022 asset change
Cwb Holdings, Inc. 401(k) Plan declined sharply 18.5% in 2022 ($7M → $6M) for 292 participants.
- #881
- in Agriculture, Forestry & Fishing (1,523 peers)
- -18.5%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cwb Holdings, Inc. 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers
Cwb Holdings, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,544,928 Top 47% higher than 53% 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
Cwb Holdings, Inc. 401(k) 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. Cwb Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (292 participants).
DOL schedule card
Filing strip 464725961 · Charlotte's Web Inc. PY 2022 · 401(k)
Cwb Holdings, Inc. 401(k) Plan · $6M · 292 · 53rd
- BOY $6M
- BOY 292
- BOY 53rd
- BOY 401(k)
- BOY near Oneglobe LLC 401(k) Profit Sharing Plan
- BOY ind #881
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Colorado →
Cwb Holdings, Inc. 401(k) Plan in the asset neighbourhood
Charlotte's Web Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Charlotte's Web Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 292 | $6M |
| 2023 | 1 | 191 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$1M |
| Employer EIN | 464725961 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $2.8B · 57,172
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.5B · 10,671
- Scl Health 401(k) Retirement Savings Plan $1.5B · 12,642
- Woodward Retirement Savings Plan $1.5B · 5,046
- Empower Retirement, LLC 401(k) Savings Plan $1.5B · 7,741
Cwb Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Oneglobe LLC 401(k) Profit Sharing Plan in VA ($6M); by covered participants it is Techsource, Inc. 401(k) Profit Sharing Plan in NM (292 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (292 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.