401(k) · DOL Form 5500 · 2023
Charlotte's Web Inc. 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 191
- Participants Below avg headcount
Official DOL plan name: Cwb Holdings, Inc. 401(k) Plan · Sponsored by Charlotte's Web Inc. · Colorado · Agriculture, Forestry & Fishing
N/A in assets, 191 participants
Charlotte's Web Inc.'s Cwb Holdings, Inc. 401(k) Plan reported N/A in total assets and 191 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2023 filing shows
Cwb Holdings, Inc. 401(k) Plan holds N/A for 191 participants.
- $596K
- reported net income
Cwb Holdings, 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. Cwb Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (191 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cwb Holdings, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $596K in the plan year 2023 filing.
- Cwb Holdings, Inc. 401(k) Plan reported participants fell from 292 in the plan year 2022 filing to 191 in the plan year 2023 filing.
DOL schedule card
Filing strip 464725961 · Charlotte's Web Inc. PY 2023 · 401(k)
Cwb Holdings, Inc. 401(k) Plan · N/A · 191
- EBSA N/A
- PART 191
- TYPE PY 2023
- NET 401(k)
- BOOK near Palomar Holdings, Inc. 401(k) Plan
- VS-ST $596K
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Colorado →
Filing particulars (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $596K |
| Employer EIN | 464725961 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charlotte's Web Inc.)
Sponsor-wide plan assets over time
All Charlotte's Web Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 292 | $6M |
| 2023 | 1 | 191 | N/A |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.3B · 57,711
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
- Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
- Woodward Retirement Savings Plan $1.8B · 5,847
- Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491
Cwb Holdings, Inc. 401(k) Plan's closest out-of-state 401(k) peers by headcount
Outside Colorado, the nearest 401(k) by covered participants is Palomar Holdings, Inc. 401(k) Plan in CA (191 participants; this filing: 191 participants).
Similar participant headcount
Nearest other-state filings by covered participants (191 participants); asset peers above are excluded.
- Palomar Holdings, Inc. 401(k) Plan (CA) 191 · 0 off
- Johanson Dielectrics, Inc. 401(k) Retirement Plan (CA) 191 · 0 off
- Guaranty Service Group 401(k) Savings Plan (WI) 191 · 0 off
- Rhinebeck Bank 401(k) Plan (NY) 191 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.