401(k) · DOL Form 5500 · 2023

A&w Management Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 129
Participants Small participant base: 46th
Percentile by assets National rank: $43,147
Avg per participant Low balance/head

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Official DOL plan name: A & W Energy 401(k) Plan · Sponsored by A&w Management Holdings, LLC · Texas · Retail Trade

$6M in assets, 129 participants

A&w Management Holdings, LLC's A & W Energy 401(k) Plan reported $6M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

#4,784 in Retail Trade (8,414 peers)

Coverage in Texas

A & W Energy 401(k) Plan covers 129 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#4,784
in Retail Trade (8,414 peers): +34.8%
assets growth YoY

A & W Energy 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

A & W Energy 401(k) Plan vs every filed plan by assets

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

$5,565,901 46th percentile higher than 46% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

A & W Energy 401(k) 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. A & W Energy 401(k) Plan sits mid-pack in the medium band (129 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

A & W Energy 401(k) Plan reported net income rose from -$130K in the plan year 2022 filing to $1M in the plan year 2023 filing.
A & W Energy 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
A & W Energy 401(k) Plan reported participants rose from 106 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 832795772 · A&w Management Holdings, LLC PY 2023 · 401(k)

A & W Energy 401(k) Plan · $6M · 129 · 46th

RANK $6M
PHOTO 129
IND 46th
EOY 401(k)
5500 near Valley Eye Associates 401(k) Retirement Savings Plan
ASSETS ind #4784

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 Retail Trade retirement plans → · Plans in Texas →

End-of-year total assets ($M) among A & W Energy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$6M
Net Income	$1M
Employer EIN	832795772
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (A&w Management Holdings, LLC)

Latest sponsor-wide plan assets: $21M 413.27276183511293% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	106	$4M
2023	2	233	$19M
2024	2	261	$21M

Nearby 401(k) Plans in Texas

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

A & W Energy 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare A & W Energy 401(k) Plan side-by-side with 3 peers →

A & W Energy 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Valley Eye Associates 401(k) Retirement Savings Plan in WI ($6M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Valley Eye Associates 401(k) Retirement Savings Plan (WI) $6M · 153
Shoun Bach 401(k) Plan (VA) $6M · 14
Interactive Learning Systems, Inc. Retirement Savings Plan (GA) $6M · 188
Kaclik Building Group Inc Profit Sharing Plan (PA) $6M · 22

Similar participant headcount

Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.

Agmus Ventures Retirement Plan (FL) 129 · 0 off
Moulton Logistics Management (CA) 129 · 0 off
Southland Envelope Company, Inc. 401(k) Profit Sharing Plan (CA) 129 · 0 off
Pml, Inc. 401(k) Retirement Plan (TN) 129 · 0 off

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 A & W Energy 401(k) Plan assets move in 2023? ▼

A & W Energy 401(k) Plan surged - up 34.8% during 2023, from $4M to $6M. Reported net income was $1M.

How have A&w Management Holdings, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), A&w Management Holdings, LLC's sponsor-wide assets grew 413.3%, from $4M to $21M.

Which 401(k) plans are similar in size to A & W Energy 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Valley Eye Associates 401(k) Retirement Savings Plan in WI ($6M, 153 participants).

Which 401(k) plans cover a similar participant headcount to A & W Energy 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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 832795772.