401(k) · DOL Form 5500 · 2023

The Board of Trustees of the Communications Workers of America - 401(k) Plan

Data updated 2026-08-25

$401M
Total assets Above avg plan size
9,925
Participants Very large workforce
97th
Percentile by assets National rank
$40,355
Avg per participant Low balance/head
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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.

  • #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.

#2,666
in Information & Media (2,818 peers)
+17.0%
assets growth YoY
4.0×
vs typical plan assets (national mean)

Communications Workers of America Savings and Retirement Trust's outsized position by total assets

Communications Workers of America Savings and Retirement Trust vs every filed plan by assets

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

$400,519,607 Top 3% higher than 97% 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

Communications Workers of America Savings and Retirement Trust's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Communications Workers of America Savings and Retirement Trust lands in the large band (9,925 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 521137722 · The Board of Trustees of the Communications Workers of America - PY 2023 · 401(k)

Communications Workers of America Savings and Retirement Trust · $401M · 9,925 · 97th

  • PCT $401M
  • PCT 9,925
  • PCT 97th
  • PCT 401(k)
  • PCT near Ben E. Keith Company Retirement Savings Plan
  • PCT ind #2666

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 Information & Media retirement plans → · Plans in District of Columbia →

Communications Workers of America Savings and Retirement Trust in the asset neighbourhood

Penn Mutual Retirement & Savings PlanPenn Mutual Retirement & Sav…$401MBen E. Keith Company Retirement Savings PlanBen E. Keith Company Retirem…$401MCommunications Workers of America Savings and Retirement TrustCommunications Workers of Am…$401MHeico Holding, Inc. 401(k) PlanHeico Holding, Inc. 401(k) P…$400MCoty Retirement Savings Plan$400M
End-of-year total assets ($M) among Communications Workers of America Savings and Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

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

Sponsor Plan History (The Board of Trustees of the Communications Workers of America -)

Sponsor-wide plan assets over time

All The Board of Trustees of the Communications Workers of America - plans reported in each filing year

Latest sponsor-wide plan assets
$453M 32.375248671107684% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $342M $453M ▲ +32.4%
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 Scatter plot of 6 data points. 01000020000300004000050000 02468 Total assets ($B) Participants Communications Workers of America Savings and Retirement Trust, Total assets ($B): 0.400519607 · Participants: 9925Communications Workers of America Savings and Retirement TrustDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Communications Workers of America Savings and Retirement Trust vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Communications Workers of America Savings and Retirement Trust side-by-side with 3 peers →

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

Outside District of Columbia, the nearest 401(k) by assets is Ben E. Keith Company Retirement Savings Plan in TX ($401M); by covered participants it is Gerber Collision & Glass 401(k) Plan in IL (9,922 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($401M here).

Similar participant headcount

Nearest other-state filings by covered participants (9,925 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 Communications Workers of America Savings and Retirement Trust assets move in 2023? ▼
Communications Workers of America Savings and Retirement Trust grew sharply - up 17.0% during 2023, from $342M to $401M. Reported net income was $58M.
How have The Board of Trustees of the Communications Workers of America - plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Board of Trustees of the Communications Workers of America -'s sponsor-wide assets grew 32.4%, from $342M to $453M.
Where does Communications Workers of America Savings and Retirement Trust rank by assets among Form 5500 filers? ▼
Communications Workers of America Savings and Retirement Trust ranks in the 97th 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 Communications Workers of America Savings and Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ben E. Keith Company Retirement Savings Plan in TX ($401M, 6,240 participants).
Which 401(k) plans cover a similar participant headcount to Communications Workers of America Savings and Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Gerber Collision & Glass 401(k) Plan in IL (9,922 participants, $159M 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 521137722.

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.