401(k) · DOL Form 5500 · 2023

Kwd Enterprise, Inc. 401(k) Plan

Data updated 2026-08-25

$226K
Total assets Small plan by assets
49
Participants Small participant base
12th
Percentile by assets National rank
$4,621
Avg per participant Low balance/head
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Official DOL plan name: Kwd Enterprise, Inc. 401(k) Plan · Sponsored by Kwd Enterprise, Inc. · Arizona · Healthcare & Social Assistance

$226K in assets, 49 participants

Kwd Enterprise, Inc.'s Kwd Enterprise, Inc. 401(k) Plan reported $226K in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,428 in Healthcare & Social Assistance (17,684 peers)

Kwd Enterprise, Inc. multi-year trail

Kwd Enterprise, Inc.'s plans moved +37.5% in assets from 2022 to 2024; this filing shows Kwd Enterprise, Inc. 401(k) Plan at $226K / 49 participants.

#1,428
in Healthcare & Social Assistance (17,684 peers)
+8.6%
assets growth YoY

Kwd Enterprise, Inc. 401(k) Plan among the smaller filed plans by assets

Kwd Enterprise, Inc. 401(k) Plan vs every filed plan by assets

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

$226,424 12th percentile higher than 12% 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

Kwd Enterprise, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kwd Enterprise, Inc. 401(k) Plan is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kwd Enterprise, Inc. 401(k) Plan reported participants rose from 34 in the plan year 2022 filing to 49 in the plan year 2023 filing.
  • Kwd Enterprise, Inc. 401(k) Plan end-of-year assets fell from $326K in the plan year 2022 filing to $226K in the plan year 2023 filing.
  • Kwd Enterprise, Inc. 401(k) Plan reported net income rose from $16K in the plan year 2022 filing to $18K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 813489835 · Kwd Enterprise, Inc. PY 2023 · 401(k)

Kwd Enterprise, Inc. 401(k) Plan · $226K · 49 · 12th

  • EOY $226K
  • 5500 49
  • ASSETS 12th
  • PCT 401(k)
  • EIN near American Real Estate 1 401(k) Profit Sharing Plan & Trust
  • RANK ind #1428

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 Arizona →

Kwd Enterprise, Inc. 401(k) Plan in the asset neighbourhood

Kwd Enterprise, Inc. 401(k) PlanKwd Enterprise, Inc. 401(k) …$226KAmerican Real Estate 1 401(k) Profit Sharing Plan & TrustAmerican Real Estate 1 401(k…$226KT.E. Price & Company, Inc. 401(k) Profit Sharing PlanT.E. Price & Company, Inc. 4…$226K9w Halo Opco L.P. Retirement Savings Plan F/K/a Angelica Corporation Retirement Savings Plan9w Halo Opco L.P. Retirement…$226KEvangelia Wold Incorporated Retirement PlanEvangelia Wold Incorporated …$227K
End-of-year total assets ($M) among Kwd Enterprise, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kwd Enterprise, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kwd Enterprise, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$448K 37.50659549665624% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.33M $0.45M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 34 $326K
2023 4 166 $1M
2024 1 39 $448K

Kwd Enterprise, Inc. filing trail (2023)

Total Assets (Beginning of Year)$208K
Net Assets (End of Year)$226K
Net Income$18K
Employer EIN813489835
Plan Effective Date2016-08-04
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Kwd Enterprise, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Kwd Enterprise, Inc. 401(k) Plan, Total assets ($B): 0.000226424 · Participants: 49Kwd Enterprise, Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Kwd Enterprise, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Kwd Enterprise, Inc. 401(k) Plan side-by-side with 3 peers →

Kwd Enterprise, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is American Real Estate 1 401(k) Profit Sharing Plan & Trust in FL ($226K); by covered participants it is Marvin & Co. PC Savings and Thrift Plan in NY (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Kwd Enterprise, Inc. 401(k) Plan assets move in 2023? ▼
Kwd Enterprise, Inc. 401(k) Plan grew at a solid clip - up 8.6% during 2023, from $208K to $226K. Reported net income was $18K.
How have Kwd Enterprise, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kwd Enterprise, Inc.'s sponsor-wide assets grew 37.5%, from $326K to $448K.
Where does Kwd Enterprise, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Kwd Enterprise, Inc. 401(k) Plan ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Kwd Enterprise, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Real Estate 1 401(k) Profit Sharing Plan & Trust in FL ($226K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Kwd Enterprise, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marvin & Co. PC Savings and Thrift Plan in NY (49 participants, N/A 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 813489835.

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.