401(k) · DOL Form 5500 · 2023

Cwag LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
26
Participants Small participant base
29th
Percentile by assets National rank
$65,418
Avg per participant Low balance/head
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Official DOL plan name: Cwag LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Cwag LLC · Wisconsin · Finance & Insurance

$2M in assets, 26 participants

Cwag LLC's Cwag LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,712 in Finance & Insurance (8,869 peers)

Cwag LLC multi-year trail

Cwag LLC's plans moved +57.4% in assets from 2022 to 2024; this filing shows Cwag LLC 401(k) Profit Sharing Plan & Trust at $2M / 26 participants.

#1,712
in Finance & Insurance (8,869 peers)
+34.1%
assets growth YoY

Cwag LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Cwag LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,700,871 29th percentile higher than 29% 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

Cwag LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cwag LLC 401(k) Profit Sharing Plan & Trust is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cwag LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$34K in the plan year 2022 filing to $433K in the plan year 2023 filing.
  • Cwag LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 19 in the plan year 2022 filing to 26 in the plan year 2023 filing.
  • Cwag LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 821153102 · Cwag LLC PY 2023 · 401(k)

Cwag LLC 401(k) Profit Sharing Plan & Trust · $2M · 26 · 29th

  • ASSETS $2M
  • PCT 26
  • EIN 29th
  • RANK 401(k)
  • PHOTO near Midwest Express Acquisition Co 401(k) Profit Sharing Plan and Trust
  • IND ind #1712

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Cwag LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Cwag LLC 401(k) Profit Sharing Plan & TrustCwag LLC 401(k) Profit Shari…$2MMidwest Express Acquisition Co 401(k) Profit Sharing Plan and TrustMidwest Express Acquisition …$2MDmt Auto Parts, Inc. 401(k) Profit Sharing PlanDmt Auto Parts, Inc. 401(k) …$2MBostone Retirement Plan$2MBrookhill Corp 401(k) Profit Sharing Plan & TrustBrookhill Corp 401(k) Profit…$2M
End-of-year total assets ($M) among Cwag LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cwag LLC multi-year asset trail

Sponsor-wide plan assets over time

All Cwag LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 57.37227716525497% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.27M $2M ▲ +57.5%
Year Plans Participants Total Assets
2022 1 19 $1M
2023 1 26 $2M
2024 1 23 $2M

Cwag LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$433K
Employer EIN821153102
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Cwag LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Cwag LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001700871 · Participants: 26Cwag LLC 401(k) Profit Sharing Plan & TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Cwag LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Cwag LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Cwag LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Midwest Express Acquisition Co 401(k) Profit Sharing Plan and Trust in IL ($2M); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants). Same-state nearby plans are listed separately above.

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 Cwag LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Cwag LLC 401(k) Profit Sharing Plan & Trust surged - up 34.1% during 2023, from $1M to $2M. Reported net income was $433K.
How have Cwag LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cwag LLC's sponsor-wide assets grew 57.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Cwag LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Midwest Express Acquisition Co 401(k) Profit Sharing Plan and Trust in IL ($2M, 184 participants).
Which 401(k) plans cover a similar participant headcount to Cwag LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants, $13M 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 821153102.

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.