401(k) · DOL Form 5500 · 2022

A. W. Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
2,006
Participants Near avg headcount
81st
Percentile by assets National rank
$12,646
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aws 401(k) Profit Sharing Plan · Sponsored by A. W. Holdings, LLC · Indiana · Healthcare & Social Assistance

$25M in assets, 2,006 participants

A. W. Holdings, LLC's Aws 401(k) Profit Sharing Plan reported $25M in total assets and 2,006 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,772 in Healthcare & Social Assistance (20,060 peers)

Coverage in Indiana

Aws 401(k) Profit Sharing Plan covers 2,006 participants in Indiana, 3.7x the typical Indiana plan (state average ~541 per filing). Assets: $25M.

#16,772
in Healthcare & Social Assistance (20,060 peers)
-4.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Aws 401(k) Profit Sharing Plan's outsized position by total assets

Aws 401(k) Profit Sharing Plan vs every filed plan by assets

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

$25,367,379 Top 19% higher than 81% 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

Aws 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aws 401(k) Profit Sharing Plan lands in the large band (2,006 participants).

Plan-year Form 5500 strip

Filing strip 208906852 · A. W. Holdings, LLC PY 2022 · 401(k)

Aws 401(k) Profit Sharing Plan · $25M · 2,006 · 81st

  • EBSA $25M
  • PART 2,006
  • TYPE 81st
  • NET 401(k)
  • BOOK near Versant Venture Management, LLC 401(k) Retirement Plan
  • VS-ST ind #16772

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 Indiana →

Aws 401(k) Profit Sharing Plan in the asset neighbourhood

Aws 401(k) Profit Sharing PlanAws 401(k) Profit Sharing Pl…$25MVersant Venture Management, LLC 401(k) Retirement PlanVersant Venture Management, …$25MMobex Global 401(k) Plan$25MChase Industries Inc. 401(k) PlanChase Industries Inc. 401(k)…$25MIndustrial and Commercial Bank of China Financial Services LLCIndustrial and Commercial Ba…$25M
End-of-year total assets ($M) among Aws 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$25M
Net Income-$1M
Employer EIN208906852
Plan Effective Date2007-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A. W. Holdings, LLC)

Sponsor-wide plan assets over time

All A. W. Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 39.354657018369934% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.4M $35.4M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 2,006 $25M
2023 1 1,886 $30M
2024 1 3,128 $35M

Nearby 401(k) Plans in Indiana

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

Aws 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Aws 401(k) Profit Sharing Plan, Total assets ($B): 0.025367379 · Participants: 2006Aws 401(k) Profit Sharing PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Aws 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Aws 401(k) Profit Sharing Plan side-by-side with 3 peers →

Aws 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Versant Venture Management, LLC 401(k) Retirement Plan in CA ($25M); by covered participants it is The Boston College 401(k) Retirement Plan II in MA (2,006 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,006 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 Aws 401(k) Profit Sharing Plan assets move in 2022? ▼
Aws 401(k) Profit Sharing Plan edged down modestly - down 4.7% during 2022, from $27M to $25M. Reported net income was -$1M.
How have A. W. Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A. W. Holdings, LLC's sponsor-wide assets grew 39.4%, from $25M to $35M.
Where does Aws 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Aws 401(k) Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Aws 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Versant Venture Management, LLC 401(k) Retirement Plan in CA ($25M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Aws 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Boston College 401(k) Retirement Plan II in MA (2,006 participants, $314M 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 208906852.

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.