401(k) · DOL Form 5500 · 2023

Cwie Holding Company, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
125
Participants Small participant base
62nd
Percentile by assets National rank
$94,386
Avg per participant Below avg balance/head
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Official DOL plan name: Cwie Holding Company, Inc. 401(k) Plan · Sponsored by Cwie Holding Company, Inc. · Arizona · Management of Enterprises

$12M in assets, 125 participants

Cwie Holding Company, Inc.'s Cwie Holding Company, Inc. 401(k) Plan reported $12M in total assets and 125 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #466 in Management of Enterprises (1,137 peers)

Coverage in Arizona

Cwie Holding Company, Inc. 401(k) Plan covers 125 participants in Arizona, about 22% of the average Arizona filer (state average ~564 per filing). Assets: $12M.

#466
in Management of Enterprises (1,137 peers)
+33.0%
assets growth YoY

Cwie Holding Company, Inc. 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

Cwie Holding Company, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,798,188 Top 38% higher than 62% of 127,068 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 2023

Cwie Holding Company, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cwie Holding Company, Inc. 401(k) Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cwie Holding Company, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Cwie Holding Company, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Cwie Holding Company, Inc. 401(k) Plan reported participants fell from 138 in the plan year 2022 filing to 125 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860975457 · Cwie Holding Company, Inc. PY 2023 · 401(k)

Cwie Holding Company, Inc. 401(k) Plan · $12M · 125 · 62nd

  • VS-ST $12M
  • VS-ST 125
  • VS-ST 62nd
  • VS-ST 401(k)
  • VS-ST near Franklin Corporation 401(k) Plan
  • VS-ST ind #466

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 Management of Enterprises retirement plans → · Plans in Arizona →

Cwie Holding Company, Inc. 401(k) Plan in the asset neighbourhood

Cwie Holding Company, Inc. 401(k) PlanCwie Holding Company, Inc. 4…$12MFranklin Corporation 401(k) PlanFranklin Corporation 401(k) …$12MAmerican Junior Golf Association 401(k) PlanAmerican Junior Golf Associa…$12MGcm 401(k) Plan$12MG.C.K. Evans Company 401(k) Profit Sharing PlanG.C.K. Evans Company 401(k) …$12M
End-of-year total assets ($M) among Cwie Holding Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN860975457
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cwie Holding Company, Inc.)

Sponsor-wide plan assets over time

All Cwie Holding Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 70.94526003985952% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.87M $15.2M ▲ +71.0%
Year Plans Participants Total Assets
2022 1 138 $9M
2023 1 125 $12M
2024 1 5 $15M

Nearby 401(k) Plans in Arizona

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

Cwie Holding Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Cwie Holding Company, Inc. 401(k) Plan, Total assets ($B): 0.011798188 · Participants: 125Cwie Holding Company, Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Cwie Holding Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Cwie Holding Company, Inc. 401(k) Plan side-by-side with 3 peers →

Cwie Holding Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Franklin Corporation 401(k) Plan in MS ($12M); by covered participants it is R. C. Construction Co., Inc. 401(k) Salary Savings Plan in MS (125 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cwie Holding Company, Inc. 401(k) Plan assets move in 2023? ▼
Cwie Holding Company, Inc. 401(k) Plan surged - up 33.0% during 2023, from $9M to $12M. Reported net income was $3M.
How have Cwie Holding Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cwie Holding Company, Inc.'s sponsor-wide assets grew 70.9%, from $9M to $15M.
Which 401(k) plans are similar in size to Cwie Holding Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Franklin Corporation 401(k) Plan in MS ($12M, 694 participants).
Which 401(k) plans cover a similar participant headcount to Cwie Holding Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R. C. Construction Co., Inc. 401(k) Salary Savings Plan in MS (125 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860975457.

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.