401(k) · DOL Form 5500 · 2023

Tcw, LLC 401(k) Plan

Data updated 2026-08-25

$304M
Total assets Above avg plan size
653
Participants Below avg headcount
96th
Percentile by assets National rank
$465,974
Avg per participant High balance/head
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Official DOL plan name: Tcw, LLC Profit Sharing and Savings Plan · Sponsored by Tcw, LLC · California · Finance & Insurance

$304M in assets, 653 participants

Tcw, LLC's Tcw, LLC Profit Sharing and Savings Plan reported $304M in total assets and 653 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,309 in Finance & Insurance (8,869 peers)

Where Tcw, LLC Profit Sharing and Savings Plan sits by assets

Tcw, LLC Profit Sharing and Savings Plan sits in the top 5% of all filed plans by assets, $304M for 653 participants (~$465,974/participant), up 21.5% in 2023.

#8,309
in Finance & Insurance (8,869 peers)
+21.5%
assets growth YoY
3.1×
vs typical plan assets (national mean)

Tcw, LLC Profit Sharing and Savings Plan's outsized position by total assets

Tcw, LLC Profit Sharing and Savings Plan vs every filed plan by assets

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

$304,281,052 Top 4% higher than 96% 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

Tcw, LLC Profit Sharing and Savings 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. Tcw, LLC Profit Sharing and Savings Plan sits mid-pack in the medium band (653 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tcw, LLC Profit Sharing and Savings Plan reported net income rose from -$51M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Tcw, LLC Profit Sharing and Savings Plan end-of-year assets rose from $250M in the plan year 2022 filing to $304M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 475226798 · Tcw, LLC PY 2023 · 401(k)

Tcw, LLC Profit Sharing and Savings Plan · $304M · 653 · 96th

  • BOOK $304M
  • BOOK 653
  • BOOK 96th
  • BOOK 401(k)
  • BOOK near Htlf Retirement Plan
  • BOOK ind #8309

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 California →

Tcw, LLC Profit Sharing and Savings Plan in the asset neighbourhood

Chromalloy 401(k) Plan$305MAth Retirement Plan and Trust$305MHtlf Retirement Plan$304MTcw, LLC Profit Sharing and Savings PlanTcw, LLC Profit Sharing and …$304MWiley Rein LLP Retirement PlanWiley Rein LLP Retirement Pl…$304M
End-of-year total assets ($M) among Tcw, LLC Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$250M
Net Assets (End of Year)$304M
Net Income$54M
Employer EIN475226798
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tcw, LLC)

Sponsor-wide plan assets over time

All Tcw, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$347M 38.62012390246518% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $250M $347M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 657 $250M
2023 1 653 $304M
2024 1 644 $347M

Nearby 401(k) Plans in California

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

Tcw, LLC Profit Sharing and Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Tcw, LLC Profit Sharing and Savings Plan, Total assets ($B): 0.304281052 · Participants: 653Tcw, LLC Profit Sharing and Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Tcw, LLC Profit Sharing and Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tcw, LLC Profit Sharing and Savings Plan side-by-side with 3 peers →

Tcw, LLC Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Htlf Retirement Plan in CO ($304M); by covered participants it is Kin and Carta 401(k) Plan in IL (653 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($304M here).

Similar participant headcount

Nearest other-state filings by covered participants (653 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 Tcw, LLC Profit Sharing and Savings Plan assets move in 2023? ▼
Tcw, LLC Profit Sharing and Savings Plan grew sharply - up 21.5% during 2023, from $250M to $304M. Reported net income was $54M.
How have Tcw, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tcw, LLC's sponsor-wide assets grew 38.6%, from $250M to $347M.
Where does Tcw, LLC Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
Tcw, LLC Profit Sharing and Savings Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Tcw, LLC Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Htlf Retirement Plan in CO ($304M, 2,025 participants).
Which 401(k) plans cover a similar participant headcount to Tcw, LLC Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kin and Carta 401(k) Plan in IL (653 participants, $48M 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 475226798.

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.