ESOP · DOL Form 5500 · 2023

Tcw Holdings, Inc. ESOP

Data updated 2026-08-25

$72M
Total assets Below avg plan size
436
Participants Below avg headcount
89th
Percentile by assets National rank
$164,293
Avg per participant Above avg balance/head
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Official DOL plan name: Tcw Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Tcw Holdings, Inc. · Tennessee · Transportation & Warehousing

$72M in assets, 436 participants

Tcw Holdings, Inc.'s Tcw Holdings, Inc. Employee Stock Ownership Plan reported $72M in total assets and 436 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,916 in Transportation & Warehousing (3,362 peers)

Coverage in Tennessee

Tcw Holdings, Inc. Employee Stock Ownership Plan covers 436 participants in Tennessee, about 39% of the average Tennessee filer (state average ~1,126 per filing). Assets: $72M.

#2,916
in Transportation & Warehousing (3,362 peers)
+0.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Tcw Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Tcw Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$71,631,679 Top 11% higher than 89% 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

Tcw Holdings, Inc. Employee Stock Ownership 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. Tcw Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (436 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tcw Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $30M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Tcw Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 405 in the plan year 2022 filing to 436 in the plan year 2023 filing.
  • Tcw Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $72M in the plan year 2022 filing to $72M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 472451949 · Tcw Holdings, Inc. PY 2023 · ESOP

Tcw Holdings, Inc. Employee Stock Ownership Plan · $72M · 436 · 89th

  • EIN $72M
  • RANK 436
  • PHOTO 89th
  • IND ESOP
  • EOY near Dustrol, Inc. Employees' Stock Ownership Plan
  • 5500 ind #2916

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 What is an ESOP? → · Plans in Tennessee →

Tcw Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Cornerstone Government Affairs, Inc. Employee Stock Ownership PlanCornerstone Government Affai…$72MDustrol, Inc. Employees' Stock Ownership PlanDustrol, Inc. Employees' Sto…$72MTcw Holdings, Inc. Employee Stock Ownership PlanTcw Holdings, Inc. Employee …$72MFilmrise, Inc. Employee Stock Ownership PlanFilmrise, Inc. Employee Stoc…$72MMorley Builders, Inc. Employee Stock Ownership PlanMorley Builders, Inc. Employ…$72M
End-of-year total assets ($M) among Tcw Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN472451949
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tcw Holdings, Inc.)

Sponsor-wide plan assets over time

All Tcw Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 3.1890380313199107% vs 2022
2024 filing year
$71M$72M$73M$74M$75M 202220232024 $71.5M $73.8M ▲ +3.2%
Year Plans Participants Total Assets
2022 1 405 $72M
2023 1 436 $72M
2024 1 502 $74M

Nearby ESOP Plans in Tennessee

Peer ESOP plans, same state, same plan type, ranked by total assets.

Tcw Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400500 Total assets ($M) Participants Tcw Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 71.631679 · Participants: 436Tcw Holdings, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Tcw Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Tcw Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Tcw Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Dustrol, Inc. Employees' Stock Ownership Plan in KS ($72M); by covered participants it is Big Sandy Furniture, Inc. Employee Stock Ownership Plan in OH (436 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (436 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 Tcw Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Tcw Holdings, Inc. Employee Stock Ownership Plan held essentially flat - up 0.2% during 2023, from $72M to $72M. Reported net income was $3M.
How have Tcw Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tcw Holdings, Inc.'s sponsor-wide assets grew 3.2%, from $72M to $74M.
Where does Tcw Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Tcw Holdings, Inc. Employee Stock Ownership Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Tcw Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dustrol, Inc. Employees' Stock Ownership Plan in KS ($72M, 261 participants).
Which ESOP plans cover a similar participant headcount to Tcw Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Big Sandy Furniture, Inc. Employee Stock Ownership Plan in OH (436 participants, $116M 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 472451949.

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.