401(k) · DOL Form 5500 · 2023

Capitalworks, LLC Dba Cw Industrial Partners, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 8
Participants Small participant base: 39th
Percentile by assets National rank: $456,726
Avg per participant High balance/head

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Official DOL plan name: Cw Industrial Partners, LLC 401(k) Plan · Sponsored by Capitalworks, LLC Dba Cw Industrial Partners, LLC · Ohio · Finance & Insurance

$4M in assets, 8 participants

Capitalworks, LLC Dba Cw Industrial Partners, LLC's Cw Industrial Partners, LLC 401(k) Plan reported $4M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

#2,410 in Finance & Insurance (8,869 peers)

Capitalworks, LLC Dba Cw Industrial Partners, LLC multi-year trail

Capitalworks, LLC Dba Cw Industrial Partners, LLC's plans moved +12.6% in assets from 2022 to 2024; this filing shows Cw Industrial Partners, LLC 401(k) Plan at $4M / 8 participants.

#2,410
in Finance & Insurance (8,869 peers): +11.2%
assets growth YoY

Cw Industrial Partners, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Cw Industrial Partners, LLC 401(k) Plan vs every filed plan by assets

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

$3,653,806 39th percentile higher than 39% 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

Cw Industrial Partners, LLC 401(k) 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. Cw Industrial Partners, LLC 401(k) Plan is a micro filing (8 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Cw Industrial Partners, LLC 401(k) Plan reported net income rose from -$68K in the plan year 2022 filing to $368K in the plan year 2023 filing.
Cw Industrial Partners, LLC 401(k) Plan reported participants fell from 11 in the plan year 2022 filing to 8 in the plan year 2023 filing.
Cw Industrial Partners, LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341886468 · Capitalworks, LLC Dba Cw Industrial Partners, LLC PY 2023 · 401(k)

Cw Industrial Partners, LLC 401(k) Plan · $4M · 8 · 39th

TYPE $4M
TYPE 8
TYPE 39th
TYPE 401(k)
TYPE near The Sureway Group 401(k) Plan
TYPE ind #2410

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 Ohio →

End-of-year total assets ($M) among Cw Industrial Partners, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Capitalworks, LLC Dba Cw Industrial Partners, LLC multi-year asset trail

Latest sponsor-wide plan assets: $4M 12.57912362811035% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	11	$3M
2023	1	8	$4M
2024	1	10	$4M

Capitalworks, LLC Dba Cw Industrial Partners, LLC filing trail (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$368K
Employer EIN	341886468
Plan Effective Date	2005-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Cw Industrial Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Cw Industrial Partners, LLC 401(k) Plan side-by-side with 3 peers →

Cw Industrial Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is The Sureway Group 401(k) Plan in IL ($4M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

The Sureway Group 401(k) Plan (IL) $4M · 134
401(k) Profit Sharing Plan for Employees of Caresouth (LA) $4M · 171
Terra Firma Custom Homes, Inc. 401(k) Plan & Trust (CO) $4M · 19
Bsb Communications, Inc. Profit Sharing Plan (MI) $4M · 40

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

Burke Optometry, Inc. 401(k) Plan (CA) 8 · 0 off
Culshaw & Company LLC Employee Savings Plan (OR) 8 · 0 off
Cei 401(k) Profit Sharing Plan & Trust (GA) 8 · 0 off
Scott J. Maslow, D.M.D., P.a. 401(k) Profit Sharing Plan (NJ) 8 · 0 off

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 Cw Industrial Partners, LLC 401(k) Plan assets move in 2023? ▼

Cw Industrial Partners, LLC 401(k) Plan grew at a solid clip - up 11.2% during 2023, from $3M to $4M. Reported net income was $368K.

How have Capitalworks, LLC Dba Cw Industrial Partners, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Capitalworks, LLC Dba Cw Industrial Partners, LLC's sponsor-wide assets grew 12.6%, from $3M to $4M.

Which 401(k) plans are similar in size to Cw Industrial Partners, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Sureway Group 401(k) Plan in IL ($4M, 134 participants).

Which 401(k) plans cover a similar participant headcount to Cw Industrial Partners, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 341886468.