Defined Benefit (Pension) · DOL Form 5500 · 2023

Cw Funding LLC Pension Plan

Data updated 2026-08-25

$732K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$244,099
Avg per participant Above avg balance/head
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Official DOL plan name: Cw Funding LLC Pension Plan and Trust · Sponsored by Cw Funding LLC · New York · Real Estate

$732K in assets, 3 participants

Cw Funding LLC's Cw Funding LLC Pension Plan and Trust reported $732K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,735 in Real Estate (4,727 peers)

Cw Funding LLC multi-year trail

Cw Funding LLC's plans moved +13.6% in assets from 2022 to 2024; this filing shows Cw Funding LLC Pension Plan and Trust at $732K / 3 participants.

#1,735
in Real Estate (4,727 peers)
+15.7%
assets growth YoY

Cw Funding LLC Pension Plan and Trust among the smaller filed plans by assets

Cw Funding LLC Pension Plan and Trust vs every filed plan by assets

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

$732,296 21st percentile higher than 21% 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 Funding LLC Pension Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cw Funding LLC Pension Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cw Funding LLC Pension Plan and Trust end-of-year assets rose from $633K in the plan year 2022 filing to $732K in the plan year 2023 filing.
  • Cw Funding LLC Pension Plan and Trust reported net income rose from $87K in the plan year 2022 filing to $99K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 465735983 · Cw Funding LLC PY 2023 · Defined Benefit (Pension)

Cw Funding LLC Pension Plan and Trust · $732K · 3 · 21st

  • RANK $732K
  • PHOTO 3
  • IND 21st
  • EOY Defined Benefit (Pension)
  • 5500 near Hung Thai Dental Corporation Defined Benefit Plan
  • ASSETS ind #1735

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 Real Estate retirement plans → · Plans in New York →

Cw Funding LLC Pension Plan and Trust in the asset neighbourhood

Cw Funding LLC Pension Plan and TrustCw Funding LLC Pension Plan …$732KHung Thai Dental Corporation Defined Benefit PlanHung Thai Dental Corporation…$733KMacarthur Company Union Factory Pension PlanMacarthur Company Union Fact…$734KMid Valley Dental Care - Northridge Cash Balance Pension PlanMid Valley Dental Care - Nor…$730KVasquez Dental Corporation Cash Balance PlanVasquez Dental Corporation C…$727K
End-of-year total assets ($M) among Cw Funding LLC Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Cw Funding LLC multi-year asset trail

Sponsor-wide plan assets over time

All Cw Funding LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 13.559997592106487% vs 2022
2024 filing year
$1.05M$1.1M$1.15M$1.2M$1.25M$1.3M 202220232024 $1.1M $1.25M ▲ +13.6%
Year Plans Participants Total Assets
2022 2 6 $1M
2023 2 6 $1M
2024 2 6 $1M

Cw Funding LLC filing trail (2023)

Total Assets (Beginning of Year)$633K
Net Assets (End of Year)$732K
Net Income$99K
Employer EIN465735983
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Cw Funding LLC Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Cw Funding LLC Pension Plan and Trust, Total assets ($B): 0.000732296 · Participants: 3Cw Funding LLC Pension Plan and TrustIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Cw Funding LLC Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Cw Funding LLC Pension Plan and Trust side-by-side with 3 peers →

Cw Funding LLC Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Hung Thai Dental Corporation Defined Benefit Plan in CA ($733K); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Funding LLC Pension Plan and Trust assets move in 2023? ▼
Cw Funding LLC Pension Plan and Trust grew sharply - up 15.7% during 2023, from $633K to $732K. Reported net income was $99K.
How have Cw Funding LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cw Funding LLC's sponsor-wide assets grew 13.6%, from $1M to $1M.
Where does Cw Funding LLC Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Cw Funding LLC Pension Plan and Trust ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Cw Funding LLC Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hung Thai Dental Corporation Defined Benefit Plan in CA ($733K, 18 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cw Funding LLC Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 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 465735983.

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.