401(k) · DOL Form 5500 · 2023

Gwr 401(k) Plan 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
167
Participants Small participant base
39th
Percentile by assets National rank
$21,895
Avg per participant Low balance/head
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Official DOL plan name: Gwr Equities, LLC · Sponsored by Gwr 401(k) Plan · Texas · Real Estate

$4M in assets, 167 participants

Gwr 401(k) Plan's Gwr Equities, LLC reported $4M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,769 in Real Estate (4,727 peers)

Coverage in Texas

Gwr Equities, LLC covers 167 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#2,769
in Real Estate (4,727 peers)
+22.0%
assets growth YoY

Gwr Equities, LLC's mid-pack asset rank among Real Estate and all filers

Gwr Equities, LLC vs every filed plan by assets

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

$3,656,454 39th percentile higher than 39% 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

Gwr Equities, LLC 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. Gwr Equities, LLC sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gwr Equities, LLC reported net income rose from -$294K in the plan year 2022 filing to $660K in the plan year 2023 filing.
  • Gwr Equities, LLC end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Gwr Equities, LLC reported participants rose from 154 in the plan year 2022 filing to 167 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 462130760 · Gwr 401(k) Plan PY 2023 · 401(k)

Gwr Equities, LLC · $4M · 167 · 39th

  • SCH $4M
  • SCH 167
  • SCH 39th
  • SCH 401(k)
  • SCH near Ryan, Christie, Quinn & Horn 401(k) Profit Sharing Plan
  • SCH ind #2769

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 →

Gwr Equities, LLC in the asset neighbourhood

Gwr Equities, LLC$4MRyan, Christie, Quinn & Horn 401(k) Profit Sharing PlanRyan, Christie, Quinn & Horn…$4MThrifty Iron Works, Inc. 401(k) Profit Sharing PlanThrifty Iron Works, Inc. 401…$4MBraille Works International Inc. 401(k) PlanBraille Works International …$4MMillard Holdings 401(k) Plan$4M
End-of-year total assets ($M) among Gwr Equities, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$660K
Employer EIN462130760
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gwr 401(k) Plan)

Sponsor-wide plan assets over time

All Gwr 401(k) Plan plans reported in each filing year

Latest sponsor-wide plan assets
$4M 37.25220131999103% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3M $4.11M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 154 $3M
2023 1 167 $4M
2024 1 8 $4M

Nearby 401(k) Plans in Texas

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

Gwr Equities, LLC vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Gwr Equities, LLC, Total assets ($B): 0.003656454 · Participants: 167Gwr Equities, LLCAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Gwr Equities, LLC vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Gwr Equities, LLC side-by-side with 3 peers →

Gwr Equities, LLC's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Ryan, Christie, Quinn & Horn 401(k) Profit Sharing Plan in CA ($4M); by covered participants it is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Gwr Equities, LLC assets move in 2023? ▼
Gwr Equities, LLC grew sharply - up 22.0% during 2023, from $3M to $4M. Reported net income was $660K.
How have Gwr 401(k) Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gwr 401(k) Plan's sponsor-wide assets grew 37.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Gwr Equities, LLC? ▼
Among 401(k) plans in other states, the closest by assets is Ryan, Christie, Quinn & Horn 401(k) Profit Sharing Plan in CA ($4M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Gwr Equities, LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants, $8M 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 462130760.

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.