401(k) · DOL Form 5500 · 2023

Mwd Management, LLC 401(k) Plan

Data updated 2026-08-11

$40M
Total assets
672
Participants
83rd
Percentile by assets
$58,878
Avg per participant
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Official DOL plan name: Mwd Management, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Mwd Management, LLC · Tennessee · Healthcare & Social Assistance

$40M in assets, 672 participants

Mwd Management, LLC's Mwd Management, LLC 401(k) Profit Sharing Plan and Trust reported $40M in total assets and 672 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 127,072 plans)
  • #15,108 in Healthcare & Social Assistance (17,684 peers)

Where Mwd Management, LLC 401(k) Profit Sharing Plan and Trust sits by assets

Mwd Management, LLC 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $40M for 672 participants (~$58,878/participant), up 29.1% in 2023.

$40M
total plan assets (2023 EOY)
672
covered participants
83rd
percentile by assets (of 127,072 plans)
$58,878
avg assets per participant

Where Mwd Management, LLC 401(k) Profit Sharing Plan and Trust sits by total assets

Mwd Management, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$39,565,945 Top 17% higher than 83% 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

  • Mwd Management, LLC 401(k) Profit Sharing Plan and Trust reported net income rose from $728K in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Mwd Management, LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 479 in the plan year 2022 filing to 672 in the plan year 2023 filing.
  • Mwd Management, LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $31M in the plan year 2022 filing to $40M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Tennessee
Industry
Healthcare & Social Assistance

Mwd Management, LLC 401(k) Profit Sharing Plan and Trust vs the 2023 asset distribution

By assets, Mwd Management, LLC 401(k) Profit Sharing Plan and Trust outranks 83% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$39M
Net Income$9M
Employer EIN813740124
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mwd Management, LLC)

$20M$30M$40M$50M 202220232024 $30.7M $47.6M ▲ +55.3%
Total plan assets by year, all Mwd Management, LLC plans on file
Year Plans Participants Total Assets
2022 1 479 $31M
2023 1 672 $40M
2024 1 720 $48M

Nearby 401(k) Plans in Tennessee

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

Mwd Management, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Mwd Management, LLC …, Total assets ($B): 0.039565945 · Participants: 672Mwd Management, LLC …Fedex Corporation Re…, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Re…Hca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corp…, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corp…International Paper …, Total assets ($B): 4.621886139 · Participants: 12153International Paper …Chs/Community Health…, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health…
Mwd Management, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Mwd Management, LLC 401(k) Profit Sharin… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Mwd Management, LLC 401(k) Profit Sharing Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Mwd Management, LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Mwd Management, LLC 401(k) Profit Sharing Plan and Trust grew sharply - up 29.1% during 2023, from $31M to $40M. Reported net income was $9M.
How have Mwd Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mwd Management, LLC's sponsor-wide assets grew 55.3%, from $31M to $48M.
Where does Mwd Management, LLC 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Mwd Management, LLC 401(k) Profit Sharing Plan and Trust ranks in the 83rd 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 Mwd Management, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Majestic Steel USA, Inc. 401(k) Profit Sharing Plan & Trust in OH ($40M, 443 participants).

Next read for Mwd Management, LLC 401(k) Profit Sharin…

Scale reading

Ways to act on Mwd Management, LLC 401(k) Profit Sharing Plan and Trust's numbers.

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 813740124.

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.