401(k)
2023 plan-year 401(k) DOL Form 5500

Communications Workers of America Savings and Retirement Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by The Board of Trustees of the Communications Workers of America - · District of Columbia · Information & Media

What the 2023 filing shows

Communications Workers of America Savings and Retirement Trust holds $401M for 9,925 participants — about $40,355 per participant, up 17.0% over the 2023 plan year.

$401M
total plan assets (2023 EOY)
9,925
covered participants
$40,355
avg assets per participant
+17.0%
assets growth YoY
Total Assets (2023)
$401M
Participants
9,925
Industry
Information & Media

What the Filing Says About Communications Workers of America Savings and Retirement Trust

Communications Workers of America Savings and Retirement Trust is a 401(k) retirement plan sponsored by The Board of Trustees of the Communications Workers of America -, headquartered in District of Columbia. As of the 2023 Form 5500 filing, the plan reports $401M in total end-of-year assets and covers 9,925 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 521137722, and the plan has been effective since 1976-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $342M at the beginning of 2023 to $401M at year-end — a gain of 17.0%. Net assets (after liabilities) closed the year at $400M, with reported net income of $58M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$342M
Total Assets (End of Year)$401M
Net Assets (End of Year)$400M
Net Income$58M
Plan Type401(k)
Employer EIN521137722
Plan Effective Date1976-01-01
Filing StatusFILING 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.

Frequently Asked Questions

How much money is in the Communications Workers of America Savings and Retirement Trust?
As of the 2023 Form 5500 filing, Communications Workers of America Savings and Retirement Trust holds $401M in total assets with 9,925 participants. It is sponsored by The Board of Trustees of the Communications Workers of America -.
What type of plan is Communications Workers of America Savings and Retirement Trust?
Communications Workers of America Savings and Retirement Trust is a 401(k) plan. It has been effective since 1976-01-01. The plan is filed with the U.S. Department of Labor under EIN 521137722.
Who sponsors the Communications Workers of America Savings and Retirement Trust?
Communications Workers of America Savings and Retirement Trust is sponsored by The Board of Trustees of the Communications Workers of America -, located in District of Columbia. The sponsor's EIN is 521137722 and the plan operates in the Information & Media industry.
How did Communications Workers of America Savings and Retirement Trust perform in 2023?
Communications Workers of America Savings and Retirement Trust grew by 17.0% during 2023, moving from $342M to $401M in total assets. Net income was $58M.
Where can I find official filings for Communications Workers of America Savings and Retirement Trust?
Official Form 5500 filings for Communications Workers of America Savings and Retirement Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 521137722 or plan name at efast.dol.gov.
How does Communications Workers of America Savings and Retirement Trust compare to other plans?
You can compare Communications Workers of America Savings and Retirement Trust against other 401(k) plans on the plan type page, or view plans in District of Columbia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 521137722.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.