ESOP · DOL Form 5500 · 2023
Tcw Holdings, Inc. ESOP
Data updated 2026-08-11
- $72M
- Total assets
- 436
- Participants
- 89th
- Percentile by assets
- $164,293
- Avg per participant
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.
- 89th percentile by assets (of 127,072 plans)
- #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.
- $72M
- total plan assets (2023 EOY)
- 436
- covered participants
- 89th
- percentile by assets (of 127,072 plans)
- $164,293
- avg assets per participant
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.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Tcw Holdings, Inc. Employee Stock Ownership Plan reports 436 participants - about 39% of that state average ($72M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 472451949 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tcw Holdings, Inc.)
| 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
- Barr Brands International Amended and Restated Employee Stock Ownership Plan $427M · 401
- Zander Group Holdings, Inc. Employee Stock Ownership Plan $221M · 190
- National Health Corp Leveraged Employee Stock Ownership Plan $144M · 1,470
- 3ls, Inc. Employee Stock Ownership Plan $134M · 424
- Smith Seckman Reid, Inc. Employee Stock Ownership Plan $99M · 483
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Tcw Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Tcw Holdings, Inc. Employee Stock Owners…
Filing takeaways
Ways to act on Tcw Holdings, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Tcw Holdings, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Tennessee. Compare plans
- Tcw Holdings, Inc.'s sponsor-wide assets have grown 3.2% since 2022 across 3 plan years on file. More Transportation & Warehousing plans