401(k) · DOL Form 5500 · 2023

Cw Alexander Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$125K
Total assets Small plan by assets
2
Participants Small participant base
8th
Percentile by assets National rank
$62,291
Avg per participant Low balance/head
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Official DOL plan name: Cw Alexander Agency Retirement Plan · Sponsored by Cw Alexander Agency, Inc. · Mississippi · Finance & Insurance

$125K in assets, 2 participants

Cw Alexander Agency, Inc.'s Cw Alexander Agency Retirement Plan reported $125K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

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

Cw Alexander Agency, Inc. multi-year trail

Cw Alexander Agency, Inc.'s plans moved +72.6% in assets from 2022 to 2024; this filing shows Cw Alexander Agency Retirement Plan at $125K / 2 participants.

#391
in Finance & Insurance (8,869 peers)
+37.6%
assets growth YoY

Cw Alexander Agency Retirement Plan among the smaller filed plans by assets

Cw Alexander Agency Retirement Plan vs every filed plan by assets

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

$124,581 8th percentile higher than 8% 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

Cw Alexander Agency Retirement 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 Alexander Agency Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cw Alexander Agency Retirement Plan reported net income rose from -$17K in the plan year 2022 filing to $34K in the plan year 2023 filing.
  • Cw Alexander Agency Retirement Plan end-of-year assets rose from $91K in the plan year 2022 filing to $125K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 841876273 · Cw Alexander Agency, Inc. PY 2023 · 401(k)

Cw Alexander Agency Retirement Plan · $125K · 2 · 8th

  • EIN $125K
  • EIN 2
  • EIN 8th
  • EIN 401(k)
  • EIN near Prestige Restoration and Construction Co. 401(k) Plan
  • EIN ind #391

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 Mississippi →

Cw Alexander Agency Retirement Plan in the asset neighbourhood

Cw Alexander Agency Retirement PlanCw Alexander Agency Retireme…$125KPrestige Restoration and Construction Co. 401(k) PlanPrestige Restoration and Con…$125KGenerations Tax & Wealth Manag 401(k) Profit Sharing Plan & TrustGenerations Tax & Wealth Man…$125KPest Stop, Inc. Safe Harbor 401(k) PlanPest Stop, Inc. Safe Harbor …$125KForehand Enterprises Corporation 401(k) PlanForehand Enterprises Corpora…$125K
End-of-year total assets ($M) among Cw Alexander Agency Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cw Alexander Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cw Alexander Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$156K 72.62070489448679% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M 202220232024 $0.09M $0.16M ▲ +77.8%
Year Plans Participants Total Assets
2022 1 2 $91K
2023 1 2 $125K
2024 1 3 $156K

Cw Alexander Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$91K
Net Assets (End of Year)$125K
Net Income$34K
Employer EIN841876273
Plan Effective Date2019-05-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

Cw Alexander Agency Retirement Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Cw Alexander Agency Retirement Plan, Total assets ($M): 0.124581 · Participants: 2Cw Alexander Agency Retirement PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Cw Alexander Agency Retirement Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Cw Alexander Agency Retirement Plan side-by-side with 3 peers →

Cw Alexander Agency Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Prestige Restoration and Construction Co. 401(k) Plan in OK ($125K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Cw Alexander Agency Retirement Plan assets move in 2023? ▼
Cw Alexander Agency Retirement Plan surged - up 37.6% during 2023, from $91K to $125K. Reported net income was $34K.
How have Cw Alexander Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cw Alexander Agency, Inc.'s sponsor-wide assets grew 72.6%, from $91K to $156K.
Where does Cw Alexander Agency Retirement Plan rank by assets among Form 5500 filers? ▼
Cw Alexander Agency Retirement Plan ranks in the 8th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Cw Alexander Agency Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prestige Restoration and Construction Co. 401(k) Plan in OK ($125K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Cw Alexander Agency Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 841876273.

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.