401(k) · DOL Form 5500 · 2023
Kw Real Estate Construction & Investment Inc. 401(k) Plan
Data updated 2026-08-25
- $435K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $435,449
- Avg per participant High balance/head
Official DOL plan name: Kw Real Estate Construction & Investment Inc. Profit Sharing Plan · Sponsored by Kw Real Estate Construction & Investment Inc. · Oregon · Construction
$435K in assets, 1 participants
Kw Real Estate Construction & Investment Inc.'s Kw Real Estate Construction & Investment Inc. Profit Sharing Plan reported $435K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 17th 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.
- #1,378 in Construction (9,030 peers)
What the 2023 filing shows
Kw Real Estate Construction & Investment Inc. Profit Sharing Plan holds $435K for 1 participant - about $435,449 per participant, among the smaller plans by assets on file.
- #1,378
- in Construction (9,030 peers)
- +0.6%
- assets growth YoY
Kw Real Estate Construction & Investment Inc. Profit Sharing Plan among the smaller filed plans by assets
Kw Real Estate Construction & Investment Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$435,449 17th percentile higher than 17% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Kw Real Estate Construction & Investment Inc. Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kw Real Estate Construction & Investment Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kw Real Estate Construction & Investment Inc. Profit Sharing Plan reported net income rose from $1K in the plan year 2022 filing to $3K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 271533947 · Kw Real Estate Construction & Investment Inc. PY 2023 · 401(k)
Kw Real Estate Construction & Investment Inc. Profit Sharing Plan · $435K · 1 · 17th
- EOY $435K
- 5500 1
- ASSETS 17th
- PCT 401(k)
- EIN near Huddleston Investments Inc. 401(k) Plan
- RANK ind #1378
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 Construction retirement plans → · Plans in Oregon →
Kw Real Estate Construction & Investment Inc. Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $433K |
|---|---|
| Net Assets (End of Year) | $435K |
| Net Income | $3K |
| Employer EIN | 271533947 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kw Real Estate Construction & Investment Inc.)
Sponsor-wide plan assets over time
All Kw Real Estate Construction & Investment Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $440K 1.684864871110495% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $433K |
| 2023 | 1 | 1 | $435K |
| 2024 | 1 | 1 | $440K |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Kw Real Estate Construction & Investment Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Huddleston Investments Inc. 401(k) Plan in MO ($435K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($435K here).
- Huddleston Investments Inc. 401(k) Plan (MO) $435K · N/A
- Intercoast 401(k) Plan (CA) $435K · 81
- Cocoon, Inc. 401(k) Plan (TX) $435K · 7
- Reid & Maniscalco Keogh Plan (CA) $435K · 2
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.