401(k) · DOL Form 5500 · 2022
Cw Financial Services LLC 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 98
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $280,229
- Avg per participant High balance/head
Official DOL plan name: Cw Financial Services LLC Investment Plan · Sponsored by Cw Financial Services LLC · District of Columbia · Healthcare & Social Assistance
$27M in assets, 98 participants
Cw Financial Services LLC's Cw Financial Services LLC Investment Plan reported $27M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- #16,942 in Healthcare & Social Assistance (20,060 peers)
Where Cw Financial Services LLC Investment Plan sits by assets
Cw Financial Services LLC Investment Plan sits in the top quartile of all filed plans by assets, $27M for 98 participants (~$280,229/participant), down 20.2% in 2022.
- #16,942
- in Healthcare & Social Assistance (20,060 peers)
- -20.2%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cw Financial Services LLC Investment Plan's outsized position by total assets
Cw Financial Services LLC Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$27,462,425 Top 18% higher than 82% 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
Cw Financial Services LLC Investment Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cw Financial Services LLC Investment Plan is a small filing (98 participants) on this national headcount ladder.
DOL schedule card
Filing strip 030433413 · Cw Financial Services LLC PY 2022 · 401(k)
Cw Financial Services LLC Investment Plan · $27M · 98 · 82nd
- PHOTO $27M
- PHOTO 98
- PHOTO 82nd
- PHOTO 401(k)
- PHOTO near Vibram Corporation 401(k) Plan
- PHOTO ind #16942
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 Healthcare & Social Assistance retirement plans → · Plans in District of Columbia →
Cw Financial Services LLC Investment Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$7M |
| Employer EIN | 030433413 |
| Plan Effective Date | 2002-09-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cw Financial Services LLC)
Sponsor-wide plan assets over time
All Cw Financial Services LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 25.599217840376443% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $27M |
| 2023 | 1 | 104 | $33M |
| 2024 | 1 | 129 | $34M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $5.9B · 29,923
- Revised Profit Sharing Plan for Emp. of Geico $5.1B · 41,527
- Federal National Mortgage Association Retirement Savings Plan for Employees $3.2B · 7,402
- Finra Savings Plus Plan $1.8B · 3,697
- Hogan Lovells US LLP Retirement Savings Plan $1.3B · 1,883
Cw Financial Services LLC Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Vibram Corporation 401(k) Plan in MA ($27M); by covered participants it is Sierra7 401(k) Plan in VA (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Vibram Corporation 401(k) Plan (MA) $27M · 235
- Sandy Alexander, Inc. Retirement Savings Plan (NJ) $27M · 288
- Heapy Engineering, Inc. Savings Plan (OH) $27M · 198
- Karsun Solutions, LLC 401(k) Plan (VA) $27M · 394
Similar participant headcount
Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.
- Sierra7 401(k) Plan (VA) 98 · 0 off
- A Pocono Country Place Propert 401(k) Profit Sharing Plan & Trust (PA) 98 · 0 off
- Oncocyte 401(k) Plan (CA) 98 · 0 off
- Fnb 401(k) Employee Stock Ownership Plan (WY) 98 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.