401(k) · DOL Form 5500 · 2023
The Board of Trustees of the Communications Workers of America - 401(k) Plan
Data updated 2026-08-11
- $401M
- Total assets
- 9,925
- Participants
- 97th
- Percentile by assets
- $40,355
- Avg per participant
Official DOL plan name: Communications Workers of America Savings and Retirement Trust · Sponsored by The Board of Trustees of the Communications Workers of America - · District of Columbia · Information & Media
$401M in assets, 9,925 participants
The Board of Trustees of the Communications Workers of America -'s Communications Workers of America Savings and Retirement Trust reported $401M in total assets and 9,925 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #2,666 in Information & Media (2,818 peers)
Coverage in District of Columbia
Communications Workers of America Savings and Retirement Trust covers 9,925 participants in District of Columbia, 6.8x the typical District of Columbia plan (state average ~1,456 per filing). Assets: $401M.
- $401M
- total plan assets (2023 EOY)
- 9,925
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $40,355
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Communications Workers of America Savings and Retirement Trust reported net income rose from -$77M in the plan year 2022 filing to $58M in the plan year 2023 filing.
- Communications Workers of America Savings and Retirement Trust end-of-year assets rose from $342M in the plan year 2022 filing to $401M in the plan year 2023 filing.
- Communications Workers of America Savings and Retirement Trust reported participants rose from 9,380 in the plan year 2022 filing to 9,925 in the plan year 2023 filing.
Participants vs District of Columbia filers
In District of Columbia, the average filing covers about 1,456 participants across 881 plans. Communications Workers of America Savings and Retirement Trust reports 9,925 participants - 6.8x that state average ($401M EOY assets).
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $342M |
|---|---|
| Net Assets (End of Year) | $400M |
| Net Income | $58M |
| Employer EIN | 521137722 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Board of Trustees of the Communications Workers of America -)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,380 | $342M |
| 2023 | 1 | 9,925 | $401M |
| 2024 | 1 | 10,438 | $453M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Communications Workers of America Savings and Retirement Trust vs. nearby 401(k) plans in District of Columbia, assets vs. participants
- Danaher Corporation & Subsidiaries Savings Plan $5.8B · 29,441
- Geico 401(k) Savings Plan $5.8B · 39,034
- Federal National Mortgage Association Retirement Savings Plan for Employees $3.9B · 8,044
- Finra Savings Plus Plan $2.2B · 3,958
- Hogan Lovells US LLP Retirement Savings Plan $1.6B · 1,870
Scale composition for Communications Workers of America Savings and Retirement Trust
Communications Workers of America Savings and Retirement Trust reports $401M in end-of-year assets across 9,925 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $40,355 per participant (29% of the national average assets-per-participant) . Net income for plan year 2023 was $58M.
This plan identity (EIN 521137722, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $342M to $453M (+32.4%) while covered participants moved from 9,380 to 10,438 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,380 | $342M | Open filing |
| 2023 | 9,925 | $401M | This page |
| 2024 · index core | 10,438 | $453M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Communications Workers of America Savings and Retirement Trust (401(k), $453M, 10,438 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Communications Workers of America Savings and Retirement Trust by total assets, not by location.
- Ben E. Keith Company Retirement Savings Plan (TX) $401M · 6,240
- Penn Mutual Retirement & Savings Plan (PA) $401M · 1,018
- Heico Holding, Inc. 401(k) Plan (IL) $400M · 5,967
- Coty Retirement Savings Plan (NY) $400M · 1,943
Frequently Asked Questions
How did Communications Workers of America Savings and Retirement Trust assets move in 2023? ▼
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Next read for Communications Workers of America Saving…
Filing takeaways
Ways to act on Communications Workers of America Savings and Retirement Trust's numbers.
- By total assets, Communications Workers of America Savings and Retirement Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in District of Columbia. Compare plans
- The Board of Trustees of the Communications Workers of America -'s sponsor-wide assets have grown 32.4% since 2022 across 3 plan years on file. More Information & Media plans