401(k) · DOL Form 5500 · 2023
Bwi Companies, Inc. 401(k) Plan
Data updated 2026-08-25
- $64M
- Total assets Below avg plan size
- 609
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $104,403
- Avg per participant Below avg balance/head
Official DOL plan name: Bwi Companies, Inc. 401(k) Plan · Sponsored by Bwi Companies, Inc. · Texas · Wholesale Trade
$64M in assets, 609 participants
Bwi Companies, Inc.'s Bwi Companies, Inc. 401(k) Plan reported $64M in total assets and 609 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #5,639 in Wholesale Trade (6,309 peers)
Where Bwi Companies, Inc. 401(k) Plan sits by assets
Bwi Companies, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $64M for 609 participants (~$104,403/participant), up 14.5% in 2023.
- #5,639
- in Wholesale Trade (6,309 peers)
- +14.5%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Bwi Companies, Inc. 401(k) Plan's outsized position by total assets
Bwi Companies, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$63,581,555 Top 12% higher than 88% 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
Bwi Companies, Inc. 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. Bwi Companies, Inc. 401(k) Plan sits mid-pack in the medium band (609 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bwi Companies, Inc. 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Bwi Companies, Inc. 401(k) Plan end-of-year assets rose from $56M in the plan year 2022 filing to $64M in the plan year 2023 filing.
- Bwi Companies, Inc. 401(k) Plan reported participants rose from 601 in the plan year 2022 filing to 609 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 751789544 · Bwi Companies, Inc. PY 2023 · 401(k)
Bwi Companies, Inc. 401(k) Plan · $64M · 609 · 88th
- 5500 $64M
- 5500 609
- 5500 88th
- 5500 401(k)
- 5500 near Adnet Systems, Inc. 401(k) Plan
- 5500 ind #5639
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 Wholesale Trade retirement plans → · Plans in Texas →
Bwi Companies, Inc. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | $8M |
| Employer EIN | 751789544 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bwi Companies, Inc.)
Sponsor-wide plan assets over time
All Bwi Companies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 21.33917046306368% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 601 | $56M |
| 2023 | 1 | 609 | $64M |
| 2024 | 1 | 591 | $67M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Bwi Companies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Adnet Systems, Inc. 401(k) Plan in MD ($64M); by covered participants it is Wilson Trailer Company Retirement Plan for Production Employees in IA (609 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($64M here).
- Adnet Systems, Inc. 401(k) Plan (MD) $64M · 309
- Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan (NY) $64M · 322
- Jrs USA 401(k) Plan (MI) $64M · 813
- Euronet Worldwide, Inc. 401(k) Plan (KS) $64M · 325
Similar participant headcount
Nearest other-state filings by covered participants (609 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.