401(k) · DOL Form 5500 · 2022

M & W Distribution Services, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
87
Participants Small participant base
56th
Percentile by assets National rank
$75,484
Avg per participant Below avg balance/head
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Official DOL plan name: M & W Distribution Services, Inc. Tax-Favored Savings Trust · Sponsored by M & W Distribution Services, Inc. · Georgia · Transportation & Warehousing

$7M in assets, 87 participants

M & W Distribution Services, Inc.'s M & W Distribution Services, Inc. Tax-Favored Savings Trust reported $7M in total assets and 87 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #2,281 in Transportation & Warehousing (3,876 peers)

M & W Distribution Services, Inc. multi-year trail

M & W Distribution Services, Inc.'s plans moved +26.3% in assets from 2022 to 2024; this filing shows M & W Distribution Services, Inc. Tax-Favored Savings Trust at $7M / 87 participants.

#2,281
in Transportation & Warehousing (3,876 peers)
-48.7%
assets change YoY

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

M & W Distribution Services, Inc. Tax-Favored Savings Trust's mid-pack asset rank among Transportation & Warehousing and all filers

M & W Distribution Services, Inc. Tax-Favored Savings Trust vs every filed plan by assets

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

$6,567,120 Top 44% higher than 56% 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

M & W Distribution Services, Inc. Tax-Favored Savings Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. M & W Distribution Services, Inc. Tax-Favored Savings Trust is a small filing (87 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 581164068 · M & W Distribution Services, Inc. PY 2022 · 401(k)

M & W Distribution Services, Inc. Tax-Favored Savings Trust · $7M · 87 · 56th

  • PHOTO $7M
  • PHOTO 87
  • PHOTO 56th
  • PHOTO 401(k)
  • PHOTO near Trivector Services, Inc. 401(k) Plan
  • PHOTO ind #2281

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 Transportation & Warehousing retirement plans → · Plans in Georgia →

M & W Distribution Services, Inc. Tax-Favored Savings Trust in the asset neighbourhood

M & W Distribution Services, Inc. Tax-Favored Savings TrustM & W Distribution Services,…$7MTrivector Services, Inc. 401(k) PlanTrivector Services, Inc. 401…$7MDaily Harvest 401(k) Plan$7MAm-Liner Savings & Retirement PlanAm-Liner Savings & Retiremen…$7MMetropolis Group Inc 401(k) Profit Sharing Plan & TrustMetropolis Group Inc 401(k) …$7M
End-of-year total assets ($M) among M & W Distribution Services, Inc. Tax-Favored Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

M & W Distribution Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All M & W Distribution Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 26.317274543483293% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.57M $8.3M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 87 $7M
2023 1 82 $7M
2024 1 99 $8M

M & W Distribution Services, Inc. filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$7M
Net Income-$6M
Employer EIN581164068
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

M & W Distribution Services, Inc. Tax-Favored Savings Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants M & W Distribution Services, Inc. Tax-Favored Savings Trust, Total assets ($B): 0.00656712 · Participants: 87M & W Distribution Services, Inc. Tax-Favored Savings TrustThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
M & W Distribution Services, Inc. Tax-Favored Savings Trust vs. nearby 401(k) plans in Georgia, assets vs. participants

M & W Distribution Services, Inc. Tax-Favored Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Trivector Services, Inc. 401(k) Plan in AL ($7M); by covered participants it is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (87 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (87 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 M & W Distribution Services, Inc. Tax-Favored Savings Trust assets move in 2022?
M & W Distribution Services, Inc. Tax-Favored Savings Trust contracted severely - down 48.7% during 2022, from $13M to $7M. Reported net income was -$6M.
How have M & W Distribution Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), M & W Distribution Services, Inc.'s sponsor-wide assets grew 26.3%, from $7M to $8M.
Which 401(k) plans are similar in size to M & W Distribution Services, Inc. Tax-Favored Savings Trust?
Among 401(k) plans in other states, the closest by assets is Trivector Services, Inc. 401(k) Plan in AL ($7M, 59 participants).
Which 401(k) plans cover a similar participant headcount to M & W Distribution Services, Inc. Tax-Favored Savings Trust?
Among 401(k) plans in other states, the closest by covered participants is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (87 participants, $3M in assets).