401(k) · DOL Form 5500 · 2023

Cws Capital Partners LLC 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
840
Participants Near avg headcount
84th
Percentile by assets National rank
$50,506
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cws Savings Plan (401(k)) · Sponsored by Cws Capital Partners LLC · Texas · Real Estate

$42M in assets, 840 participants

Cws Capital Partners LLC's Cws Savings Plan (401(k)) reported $42M in total assets and 840 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.

  • #4,416 in Real Estate (4,727 peers)

Where Cws Savings Plan (401(k)) sits by assets

Cws Savings Plan (401(k)) sits in the top quartile of all filed plans by assets, $42M for 840 participants (~$50,506/participant), up 19.7% in 2023.

#4,416
in Real Estate (4,727 peers)
+19.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Cws Savings Plan (401(k))'s outsized position by total assets

Cws Savings Plan (401(k)) vs every filed plan by assets

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

$42,425,074 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

Cws Savings Plan (401(k)) 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. Cws Savings Plan (401(k)) sits mid-pack in the medium band (840 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cws Savings Plan (401(k)) reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Cws Savings Plan (401(k)) end-of-year assets rose from $35M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Cws Savings Plan (401(k)) reported participants rose from 708 in the plan year 2022 filing to 840 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330787121 · Cws Capital Partners LLC PY 2023 · 401(k)

Cws Savings Plan (401(k)) · $42M · 840 · 84th

  • EOY $42M
  • 5500 840
  • ASSETS 84th
  • PCT 401(k)
  • EIN near Messerli & Kramer, P.a. Savings & Retirement Plan
  • RANK ind #4416

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 Real Estate retirement plans → · Plans in Texas →

Cws Savings Plan (401(k)) in the asset neighbourhood

Cws Savings Plan (401(k))$42MMesserli & Kramer, P.a. Savings & Retirement PlanMesserli & Kramer, P.a. Savi…$42MThumbtack, Inc 401(k) Plan$42MApex Analytix 401(k) Profit Sharing PlanApex Analytix 401(k) Profit …$42MConcordance Healthcare Solutions 401(k) Retirement PlanConcordance Healthcare Solut…$42M
End-of-year total assets ($M) among Cws Savings Plan (401(k)) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$42M
Net Income$7M
Employer EIN330787121
Plan Effective Date1987-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cws Capital Partners LLC)

Sponsor-wide plan assets over time

All Cws Capital Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$49M 38.06583889466542% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $35.4M $48.9M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 708 $35M
2023 1 840 $42M
2024 1 777 $49M

Nearby 401(k) Plans in Texas

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

Cws Savings Plan (401(k)) vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Cws Savings Plan (401(k)), Total assets ($B): 0.042425074 · Participants: 840Cws Savings Plan (401(k))AT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Cws Savings Plan (401(k)) vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Cws Savings Plan (401(k)) side-by-side with 3 peers →

Cws Savings Plan (401(k))'s out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Messerli & Kramer, P.a. Savings & Retirement Plan in MN ($42M); by covered participants it is Dpi Specialty Foods 401(k) Retirement Savings Plan in CA (840 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (840 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 Cws Savings Plan (401(k)) assets move in 2023? ▼
Cws Savings Plan (401(k)) grew sharply - up 19.7% during 2023, from $35M to $42M. Reported net income was $7M.
How have Cws Capital Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cws Capital Partners LLC's sponsor-wide assets grew 38.1%, from $35M to $49M.
Where does Cws Savings Plan (401(k)) rank by assets among Form 5500 filers? ▼
Cws Savings Plan (401(k)) 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 Cws Savings Plan (401(k))? ▼
Among 401(k) plans in other states, the closest by assets is Messerli & Kramer, P.a. Savings & Retirement Plan in MN ($42M, 266 participants).
Which 401(k) plans cover a similar participant headcount to Cws Savings Plan (401(k))? ▼
Among 401(k) plans in other states, the closest by covered participants is Dpi Specialty Foods 401(k) Retirement Savings Plan in CA (840 participants, $74M 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 330787121.

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.