401(k) · DOL Form 5500 · 2023

A.W. Holdings LLC D/B/a Benchmark Human Services 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
1,886
Participants Near avg headcount
79th
Percentile by assets National rank
$15,935
Avg per participant Low balance/head
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Official DOL plan name: Aws 401(k) Profit Sharing Plan · Sponsored by A.W. Holdings LLC D/B/a Benchmark Human Services · Indiana · Healthcare & Social Assistance

$30M in assets, 1,886 participants

A.W. Holdings LLC D/B/a Benchmark Human Services's Aws 401(k) Profit Sharing Plan reported $30M in total assets and 1,886 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,563 in Healthcare & Social Assistance (17,684 peers)

Coverage in Indiana

Aws 401(k) Profit Sharing Plan covers 1,886 participants in Indiana, 3.5x the typical Indiana plan (state average ~541 per filing). Assets: $30M.

#14,563
in Healthcare & Social Assistance (17,684 peers)
+18.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Aws 401(k) Profit Sharing Plan's outsized position by total assets

Aws 401(k) Profit Sharing Plan vs every filed plan by assets

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

$30,054,278 Top 21% higher than 79% 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

Aws 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aws 401(k) Profit Sharing Plan lands in the large band (1,886 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aws 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Aws 401(k) Profit Sharing Plan end-of-year assets rose from $25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Aws 401(k) Profit Sharing Plan reported participants fell from 2,006 in the plan year 2022 filing to 1,886 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 208906852 · A.W. Holdings LLC D/B/a Benchmark Human Services PY 2023 · 401(k)

Aws 401(k) Profit Sharing Plan · $30M · 1,886 · 79th

  • BOY $30M
  • SCH 1,886
  • EBSA 79th
  • PART 401(k)
  • TYPE near Morris Rothenberg & Son, Inc. Profit Sharing Plan
  • NET ind #14563

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 Healthcare & Social Assistance retirement plans → · Plans in Indiana →

Aws 401(k) Profit Sharing Plan in the asset neighbourhood

Abc of Iowa Retirement Savings PlanAbc of Iowa Retirement Savin…$30MCarolina Digestive Health Associates, P.a. Profit Sharing & 401(k) PlanCarolina Digestive Health As…$30MDukane Ias, LLC Savings & Investment PlanDukane Ias, LLC Savings & In…$30MAws 401(k) Profit Sharing PlanAws 401(k) Profit Sharing Pl…$30MMorris Rothenberg & Son, Inc. Profit Sharing PlanMorris Rothenberg & Son, Inc…$30M
End-of-year total assets ($M) among Aws 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$30M
Net Income$5M
Employer EIN208906852
Plan Effective Date2007-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A.W. Holdings LLC D/B/a Benchmark Human Services)

Sponsor-wide plan assets over time

All A.W. Holdings LLC D/B/a Benchmark Human Services plans reported in each filing year

Latest sponsor-wide plan assets
$35M 39.354657018369934% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.4M $35.4M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 2,006 $25M
2023 1 1,886 $30M
2024 1 3,128 $35M

Nearby 401(k) Plans in Indiana

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

Aws 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Aws 401(k) Profit Sharing Plan, Total assets ($B): 0.030054278 · Participants: 1886Aws 401(k) Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Aws 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Aws 401(k) Profit Sharing Plan side-by-side with 3 peers →

Aws 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Morris Rothenberg & Son, Inc. Profit Sharing Plan in NY ($30M); by covered participants it is Ki 401(k) Savings Plan in WI (1,886 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,886 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 Aws 401(k) Profit Sharing Plan assets move in 2023? ▼
Aws 401(k) Profit Sharing Plan grew sharply - up 18.5% during 2023, from $25M to $30M. Reported net income was $5M.
How have A.W. Holdings LLC D/B/a Benchmark Human Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A.W. Holdings LLC D/B/a Benchmark Human Services's sponsor-wide assets grew 39.4%, from $25M to $35M.
Where does Aws 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Aws 401(k) Profit Sharing Plan ranks in the 79th 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 Aws 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Morris Rothenberg & Son, Inc. Profit Sharing Plan in NY ($30M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Aws 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ki 401(k) Savings Plan in WI (1,886 participants, $269M 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 208906852.

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.