Defined Benefit (Pension) · DOL Form 5500 · 2022

Cw Funding LLC Pension Plan

Data updated 2026-08-25

$633K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$210,950
Avg per participant Above avg balance/head
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Official DOL plan name: Cw Funding LLC Pension Plan and Trust · Sponsored by Cw Funding LLC · New York · Real Estate

$633K in assets, 3 participants

Cw Funding LLC's Cw Funding LLC Pension Plan and Trust reported $633K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,754 in Real Estate (5,057 peers)

Cw Funding LLC multi-year trail

Cw Funding LLC's plans moved +13.6% in assets from 2022 to 2024; this filing shows Cw Funding LLC Pension Plan and Trust at $633K / 3 participants.

#1,754
in Real Estate (5,057 peers)
+16.0%
assets growth YoY

Cw Funding LLC Pension Plan and Trust among the smaller filed plans by assets

Cw Funding LLC Pension Plan and Trust vs every filed plan by assets

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

$632,849 20th percentile higher than 20% 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

Cw Funding LLC Pension Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cw Funding LLC Pension Plan and Trust is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 465735983 · Cw Funding LLC PY 2022 · Defined Benefit (Pension)

Cw Funding LLC Pension Plan and Trust · $633K · 3 · 20th

  • VS-ST $633K
  • VS-ST 3
  • VS-ST 20th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Companion Care of Southwest La, LLC Cash Balance Plan
  • VS-ST ind #1754

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 Real Estate retirement plans → · Plans in New York →

Cw Funding LLC Pension Plan and Trust in the asset neighbourhood

Franz Harary Production, Inc. Pension PlanFranz Harary Production, Inc…$637KGreenlee Retirement Plan for Employees in a Collective Bargaining UnitGreenlee Retirement Plan for…$637KSheppard Pratt Health System Pension PlanSheppard Pratt Health System…$638KCw Funding LLC Pension Plan and TrustCw Funding LLC Pension Plan …$633KCompanion Care of Southwest La, LLC Cash Balance PlanCompanion Care of Southwest …$633K
End-of-year total assets ($M) among Cw Funding LLC Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Cw Funding LLC multi-year asset trail

Sponsor-wide plan assets over time

All Cw Funding LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 13.559997592106487% vs 2022
2024 filing year
$1.05M$1.1M$1.15M$1.2M$1.25M$1.3M 202220232024 $1.1M $1.25M ▲ +13.6%
Year Plans Participants Total Assets
2022 2 6 $1M
2023 2 6 $1M
2024 2 6 $1M

Cw Funding LLC filing trail (2022)

Total Assets (Beginning of Year)$546K
Net Assets (End of Year)$633K
Net Income$87K
Employer EIN465735983
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Cw Funding LLC Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Cw Funding LLC Pension Plan and Trust, Total assets ($B): 0.000632849 · Participants: 3Cw Funding LLC Pension Plan and TrustIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Cw Funding LLC Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Cw Funding LLC Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Companion Care of Southwest La, LLC Cash Balance Plan in LA ($633K); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

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 Cw Funding LLC Pension Plan and Trust assets move in 2022?
Cw Funding LLC Pension Plan and Trust grew sharply - up 16.0% during 2022, from $546K to $633K. Reported net income was $87K.
How have Cw Funding LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Cw Funding LLC's sponsor-wide assets grew 13.6%, from $1M to $1M.
Where does Cw Funding LLC Pension Plan and Trust rank by assets among Form 5500 filers?
Cw Funding LLC Pension Plan and Trust ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Cw Funding LLC Pension Plan and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Companion Care of Southwest La, LLC Cash Balance Plan in LA ($633K, 75 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cw Funding LLC Pension Plan and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K in assets).