401(k) · DOL Form 5500 · 2023

W3 Luxury Living 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 163
Participants Small participant base: 45th
Percentile by assets National rank: $31,902
Avg per participant Low balance/head

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Official DOL plan name: W3 Luxury Living 401(k) Plan · Sponsored by W3 Luxury Living · Texas · Real Estate

$5M in assets, 163 participants

W3 Luxury Living's W3 Luxury Living 401(k) Plan reported $5M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

#3,057 in Real Estate (4,727 peers)

Coverage in Texas

W3 Luxury Living 401(k) Plan covers 163 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#3,057
in Real Estate (4,727 peers): +25.6%
assets growth YoY

W3 Luxury Living 401(k) Plan's mid-pack asset rank among Real Estate and all filers

W3 Luxury Living 401(k) Plan vs every filed plan by assets

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

$5,200,052 45th percentile higher than 45% 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

W3 Luxury Living 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. W3 Luxury Living 401(k) Plan sits mid-pack in the medium band (163 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%)

W3 Luxury Living 401(k) Plan reported net income rose from -$841K in the plan year 2022 filing to $1M in the plan year 2023 filing.
W3 Luxury Living 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
W3 Luxury Living 401(k) Plan reported participants fell from 176 in the plan year 2022 filing to 163 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 752856319 · W3 Luxury Living PY 2023 · 401(k)

W3 Luxury Living 401(k) Plan · $5M · 163 · 45th

BOY $5M
BOY 163
BOY 45th
BOY 401(k)
BOY near Teg Federal Credit Union Capital Accumulation Plan
BOY ind #3057

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 Texas →

End-of-year total assets ($M) among W3 Luxury Living 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)	$5M
Net Income	$1M
Employer EIN	752856319
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (W3 Luxury Living)

Latest sponsor-wide plan assets: $6M 48.66795248399529% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	176	$4M
2023	1	163	$5M
2024	1	168	$6M

Nearby 401(k) Plans in Texas

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

W3 Luxury Living 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 W3 Luxury Living 401(k) Plan side-by-side with 3 peers →

W3 Luxury Living 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Teg Federal Credit Union Capital Accumulation Plan in NY ($5M); by covered participants it is Cleveland Hardware and Forging Co. Profit Sharing in WI (163 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Teg Federal Credit Union Capital Accumulation Plan (NY) $5M · 116
California Retirement Plans 401(k) Plan (CA) $5M · 6
T Hall Enterprises Retirement Plan (NE) $5M · 25
Family Foot & Ankle Associates of Maryland P.a. 401(k) Plan (MD) $5M · 17

Similar participant headcount

Nearest other-state filings by covered participants (163 participants); asset peers above are excluded.

Cleveland Hardware and Forging Co. Profit Sharing (WI) 163 · 0 off
Rumis Kitchen LLC 401(k) Profit Sharing Plan & Trust (GA) 163 · 0 off
Arkana Laboratories Retirement Plan (AR) 163 · 0 off
Gwbd 401(k) Retirement Plan (MO) 163 · 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 W3 Luxury Living 401(k) Plan assets move in 2023? ▼

W3 Luxury Living 401(k) Plan grew sharply - up 25.6% during 2023, from $4M to $5M. Reported net income was $1M.

How have W3 Luxury Living plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), W3 Luxury Living's sponsor-wide assets grew 48.7%, from $4M to $6M.

Which 401(k) plans are similar in size to W3 Luxury Living 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Teg Federal Credit Union Capital Accumulation Plan in NY ($5M, 116 participants).

Which 401(k) plans cover a similar participant headcount to W3 Luxury Living 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cleveland Hardware and Forging Co. Profit Sharing in WI (163 participants, $7M 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 752856319.