401(k) · DOL Form 5500 · 2023

Rwa Wealth Partners, LLC 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
102
Participants Small participant base
84th
Percentile by assets National rank
$426,821
Avg per participant High balance/head
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Official DOL plan name: Rwa Wealth Partners, LLC 401(k) Plan · Sponsored by Rwa Wealth Partners, LLC · Massachusetts · Finance & Insurance

$44M in assets, 102 participants

Rwa Wealth Partners, LLC's Rwa Wealth Partners, LLC 401(k) Plan reported $44M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,696 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Rwa Wealth Partners, LLC 401(k) Plan covers 102 participants in Massachusetts, about 15% of the average Massachusetts filer (state average ~659 per filing). Assets: $44M.

#6,696
in Finance & Insurance (8,869 peers)
+35.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Rwa Wealth Partners, LLC 401(k) Plan's outsized position by total assets

Rwa Wealth Partners, LLC 401(k) Plan vs every filed plan by assets

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

$43,535,728 Top 16% higher than 84% 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

Rwa Wealth Partners, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rwa Wealth Partners, LLC 401(k) Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rwa Wealth Partners, LLC 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Rwa Wealth Partners, LLC 401(k) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Rwa Wealth Partners, LLC 401(k) Plan reported participants rose from 89 in the plan year 2022 filing to 102 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 274946566 · Rwa Wealth Partners, LLC PY 2023 · 401(k)

Rwa Wealth Partners, LLC 401(k) Plan · $44M · 102 · 84th

  • PCT $44M
  • EIN 102
  • RANK 84th
  • PHOTO 401(k)
  • IND near Plm Savings Plan
  • EOY ind #6696

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 Massachusetts →

Rwa Wealth Partners, LLC 401(k) Plan in the asset neighbourhood

Renfro Retirement Savings PlanRenfro Retirement Savings Pl…$44MGibson Brands, Inc. 401(k) PlanGibson Brands, Inc. 401(k) P…$44MRwa Wealth Partners, LLC 401(k) PlanRwa Wealth Partners, LLC 401…$44MPlm Savings Plan$44MPuckett Machinery Company 401(k) Retirement Savings Plan and TrustPuckett Machinery Company 40…$44M
End-of-year total assets ($M) among Rwa Wealth Partners, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$44M
Net Income$11M
Employer EIN274946566
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rwa Wealth Partners, LLC)

Sponsor-wide plan assets over time

All Rwa Wealth Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 62.551827064713905% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $32.3M $52.4M ▲ +62.5%
Year Plans Participants Total Assets
2022 1 89 $32M
2023 1 102 $44M
2024 1 133 $52M

Nearby 401(k) Plans in Massachusetts

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

Rwa Wealth Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Rwa Wealth Partners, LLC 401(k) Plan, Total assets ($B): 0.043535728 · Participants: 102Rwa Wealth Partners, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Rwa Wealth Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Rwa Wealth Partners, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Plm Savings Plan in PA ($44M); by covered participants it is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Rwa Wealth Partners, LLC 401(k) Plan assets move in 2023? ▼
Rwa Wealth Partners, LLC 401(k) Plan surged - up 35.0% during 2023, from $32M to $44M. Reported net income was $11M.
How have Rwa Wealth Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rwa Wealth Partners, LLC's sponsor-wide assets grew 62.6%, from $32M to $52M.
Where does Rwa Wealth Partners, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Rwa Wealth Partners, LLC 401(k) Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Rwa Wealth Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plm Savings Plan in PA ($44M, 170 participants).
Which 401(k) plans cover a similar participant headcount to Rwa Wealth Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants, $5M 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 274946566.

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.