Defined Benefit (Pension) · DOL Form 5500 · 2023

Cw Funding LLC Pension Plan

Data updated 2026-08-11

$732K
Total assets
3
Participants
21st
Percentile by assets
$244,099
Avg per participant
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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.

  • 21st percentile by assets (of 127,072 plans)
  • #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.

$732K
total plan assets (2023 EOY)
3
covered participants
21st
percentile by assets (of 127,072 plans)
$244,099
avg assets per participant

Where Cw Funding LLC Pension Plan and Trust sits by total 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 $2,010,000,000 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

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 →

State
New York
Industry
Real Estate

Cw Funding LLC across 3 plan years on file

Across the 3 plan years Cw Funding LLC has on file (2022-2024), sponsor-wide plan assets have moved from $1M to $1M, a gain of 13.6%, while reported participants moved from 6 to 6 (+0.0%). Peak year by sponsor assets: 2024 ($1M); trough: 2022 ($1M).

Cw Funding LLC multi-year asset trail

$1.05M$1.1M$1.15M$1.2M$1.25M$1.3M 202220232024 $1.1M $1.25M ▲ +13.6%
Total plan assets by year, all Cw Funding LLC plans on file
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 ($B) Participants Cw Funding LLC Pensi…, Total assets ($B): 0.000732296 · Participants: 3Cw Funding LLC Pensi…IBM Personal Pension…, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension…Consolidated Edison …, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison …1199seiu Health Care…, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care…Pfizer Consolidated …, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated …Pepsico Employees Re…, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Re…
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 →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Cw Funding LLC Pension Plan and Trust by total assets, not by location.

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).

Next read for Cw Funding LLC Pension Plan and Trust

Multi-year trail

Ways to act on Cw Funding LLC Pension Plan and Trust's numbers.

  • By total assets, Cw Funding LLC Pension Plan and Trust ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • Cw Funding LLC's sponsor-wide assets have grown 13.6% since 2022 across 3 plan years on file. More Real Estate plans

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.