401(k) · DOL Form 5500 · 2023

Frank W. Cawood & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
48
Participants Small participant base
61st
Percentile by assets National rank
$228,396
Avg per participant Above avg balance/head
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Official DOL plan name: Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan · Sponsored by Frank W. Cawood & Associates, Inc. · Georgia · Retail Trade

$11M in assets, 48 participants

Frank W. Cawood & Associates, Inc.'s Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan reported $11M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #6,018 in Retail Trade (8,414 peers)

What the 2023 filing shows

Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan holds $11M for 48 participants - about $228,396 per participant, above the median plan by assets.

#6,018
in Retail Trade (8,414 peers)
+5.3%
assets growth YoY

Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$10,963,000 Top 39% higher than 61% 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

Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $552K in the plan year 2023 filing.
  • Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan reported participants fell from 54 in the plan year 2022 filing to 48 in the plan year 2023 filing.
  • Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 581496119 · Frank W. Cawood & Associates, Inc. PY 2023 · 401(k)

Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan · $11M · 48 · 61st

  • BOOK $11M
  • VS-ST 48
  • BOY 61st
  • SCH 401(k)
  • EBSA near Dain, Torpy, Le Ray, Wiest & Garner P.C. 401(k) Retirement Plan
  • PART ind #6018

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 Retail Trade retirement plans → · Plans in Georgia →

Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan in the asset neighbourhood

Frank W. Cawood & Associates, Inc. 401(k) Retirement PlanFrank W. Cawood & Associates…$11MDain, Torpy, Le Ray, Wiest & Garner P.C. 401(k) Retirement PlanDain, Torpy, Le Ray, Wiest &…$11MGruber Law Offices, LLC 401(k) PlanGruber Law Offices, LLC 401(…$11MMidwestern Mechanical, Inc. 401(k) Profit Sharing PlanMidwestern Mechanical, Inc. …$11MAdvisors Mortgage Group 401(k) PlanAdvisors Mortgage Group 401(…$11M
End-of-year total assets ($M) among Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$552K
Employer EIN581496119
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Frank W. Cawood & Associates, Inc.)

Sponsor-wide plan assets over time

All Frank W. Cawood & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 9.444714028406594% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M$11M$11.5M 202220232024 $10.4M $9.43M ▼ -9.4%
Year Plans Participants Total Assets
2022 1 54 $10M
2023 1 48 $11M
2024 1 45 $9M

Nearby 401(k) Plans in Georgia

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

Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan, Total assets ($B): 0.010963 · Participants: 48Frank W. Cawood & Associates, Inc. 401(k) Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Dain, Torpy, Le Ray, Wiest & Garner P.C. 401(k) Retirement Plan in MA ($11M); by covered participants it is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan grew at a solid clip - up 5.3% during 2023, from $10M to $11M. Reported net income was $552K.
How have Frank W. Cawood & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Frank W. Cawood & Associates, Inc.'s sponsor-wide assets declined 9.4%, from $10M to $9M.
Which 401(k) plans are similar in size to Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dain, Torpy, Le Ray, Wiest & Garner P.C. 401(k) Retirement Plan in MA ($11M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants, $2M 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 581496119.

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.