401(k) · DOL Form 5500 · 2023
Cwd, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 34th
- Percentile by assets National rank
Official DOL plan name: Cwd, LLC · Sponsored by Cwd, LLC · California · Wholesale Trade
$3M in assets, N/A participants
Cwd, LLC's Cwd, LLC reported $3M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.
- #1,473 in Wholesale Trade (6,309 peers)
What the 2023 filing shows
Cwd, LLC holds $3M for N/A participants, in the lower half of filed plans by assets.
- #1,473
- in Wholesale Trade (6,309 peers)
- -5.5%
- assets change YoY
The plan reported a net loss of $158K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cwd, LLC's mid-pack asset rank among Wholesale Trade and all filers
Cwd, LLC vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,723,134 34th percentile higher than 34% 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
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cwd, LLC reported net income rose from -$1M in the plan year 2022 filing to -$158K in the plan year 2023 filing.
- Cwd, LLC end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 912015832 · Cwd, LLC PY 2023 · 401(k)
Cwd, LLC · $3M · N/A · 34th
- IND $3M
- IND N/A
- IND 34th
- IND 401(k)
- IND near Das Communications Ltd. Employee Benefit Plan
- IND ind #1473
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 California →
Cwd, LLC in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$158K |
| Employer EIN | 912015832 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cwd, LLC)
Sponsor-wide plan assets over time
All Cwd, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $3M |
| 2023 | 1 | N/A | $3M |
| 2024 | 1 | N/A | N/A |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Cwd, LLC's closest out-of-state 401(k) peers by assets
Outside California, the nearest 401(k) by end-of-year assets is Das Communications Ltd. Employee Benefit Plan in NY at $3M (this filing: $3M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.