401(k) · DOL Form 5500 · 2023

Cw Financial Services LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
104
Participants Small participant base
80th
Percentile by assets National rank
$316,382
Avg per participant High balance/head
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Official DOL plan name: Cw Financial Services LLC Investment Plan · Sponsored by Cw Financial Services LLC · District of Columbia · Healthcare & Social Assistance

$33M in assets, 104 participants

Cw Financial Services LLC's Cw Financial Services LLC Investment Plan reported $33M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,745 in Healthcare & Social Assistance (17,684 peers)

Coverage in District of Columbia

Cw Financial Services LLC Investment Plan covers 104 participants in District of Columbia, about 7% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $33M.

#14,745
in Healthcare & Social Assistance (17,684 peers)
+19.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cw Financial Services LLC Investment Plan's outsized position by total assets

Cw Financial Services LLC Investment Plan vs every filed plan by assets

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

$32,903,741 Top 20% higher than 80% 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

Cw Financial Services LLC Investment 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. Cw Financial Services LLC Investment Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cw Financial Services LLC Investment Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Cw Financial Services LLC Investment Plan end-of-year assets rose from $27M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Cw Financial Services LLC Investment Plan reported participants rose from 98 in the plan year 2022 filing to 104 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 030433413 · Cw Financial Services LLC PY 2023 · 401(k)

Cw Financial Services LLC Investment Plan · $33M · 104 · 80th

  • PART $33M
  • PART 104
  • PART 80th
  • PART 401(k)
  • PART near Gesa Credit Union 401(k) Plan and Trust
  • PART ind #14745

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 Healthcare & Social Assistance retirement plans → · Plans in District of Columbia →

Cw Financial Services LLC Investment Plan in the asset neighbourhood

Gesa Credit Union 401(k) Plan and TrustGesa Credit Union 401(k) Pla…$33MTbi Airport Management, Inc. Employee Savings PlanTbi Airport Management, Inc.…$33MCw Financial Services LLC Investment PlanCw Financial Services LLC In…$33MMeriwest Credit Union 401(k) PlanMeriwest Credit Union 401(k)…$33MCascade Designs, Inc. 401(k) Savings & Investment PlanCascade Designs, Inc. 401(k)…$33M
End-of-year total assets ($M) among Cw Financial Services LLC Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN030433413
Plan Effective Date2002-09-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Cw Financial Services LLC)

Sponsor-wide plan assets over time

All Cw Financial Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 25.599217840376443% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.5M $34.5M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 98 $27M
2023 1 104 $33M
2024 1 129 $34M

Nearby 401(k) Plans in District of Columbia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cw Financial Services LLC Investment Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Cw Financial Services LLC Investment Plan, Total assets ($B): 0.032903741 · Participants: 104Cw Financial Services LLC Investment PlanDanaher 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
Cw Financial Services LLC Investment Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Cw Financial Services LLC Investment Plan side-by-side with 3 peers →

Cw Financial Services LLC Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Gesa Credit Union 401(k) Plan and Trust in WA ($33M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Cw Financial Services LLC Investment Plan assets move in 2023? ▼
Cw Financial Services LLC Investment Plan grew sharply - up 19.8% during 2023, from $27M to $33M. Reported net income was $5M.
How have Cw Financial Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cw Financial Services LLC's sponsor-wide assets grew 25.6%, from $27M to $34M.
Where does Cw Financial Services LLC Investment Plan rank by assets among Form 5500 filers? ▼
Cw Financial Services LLC Investment Plan ranks in the 80th 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 401(k) plans are similar in size to Cw Financial Services LLC Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gesa Credit Union 401(k) Plan and Trust in WA ($33M, 622 participants).
Which 401(k) plans cover a similar participant headcount to Cw Financial Services LLC Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 participants, N/A 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 030433413.

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.