401(k) · DOL Form 5500 · 2023

Caldwell Watson Real Estate Group, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
136
Participants Small participant base
63rd
Percentile by assets National rank
$88,351
Avg per participant Below avg balance/head
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Official DOL plan name: Caldwell Companies 401(k) Profit Sharing Plan · Sponsored by Caldwell Watson Real Estate Group, Inc. · Texas · Real Estate

$12M in assets, 136 participants

Caldwell Watson Real Estate Group, Inc.'s Caldwell Companies 401(k) Profit Sharing Plan reported $12M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,752 in Real Estate (4,727 peers)

Coverage in Texas

Caldwell Companies 401(k) Profit Sharing Plan covers 136 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#3,752
in Real Estate (4,727 peers)
+16.6%
assets growth YoY

Caldwell Companies 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

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

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

$12,015,786 Top 37% higher than 63% 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

Caldwell Companies 401(k) Profit Sharing 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. Caldwell Companies 401(k) Profit Sharing Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caldwell Companies 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Caldwell Companies 401(k) Profit Sharing Plan reported participants rose from 109 in the plan year 2022 filing to 136 in the plan year 2023 filing.
  • Caldwell Companies 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 760312675 · Caldwell Watson Real Estate Group, Inc. PY 2023 · 401(k)

Caldwell Companies 401(k) Profit Sharing Plan · $12M · 136 · 63rd

  • BOOK $12M
  • VS-ST 136
  • BOY 63rd
  • SCH 401(k)
  • EBSA near 403(b) Thrift Plan for Employees of Goodwill Industries of Eastern North Carolina, Inc.
  • PART ind #3752

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 →

Caldwell Companies 401(k) Profit Sharing Plan in the asset neighbourhood

Caldwell Companies 401(k) Profit Sharing PlanCaldwell Companies 401(k) Pr…$12M403(b) Thrift Plan for Employees of Goodwill Industries of Eastern North Carolina, Inc.403(b) Thrift Plan for Emplo…$12ME & a Markets, Inc. 401(k) Profit Sharing PlanE & a Markets, Inc. 401(k) P…$12MPaul Capital Advisors LLC Savings and Investment PlanPaul Capital Advisors LLC Sa…$12MFranklin Heating Station Hourly Employees 401(k) PlanFranklin Heating Station Hou…$12M
End-of-year total assets ($M) among Caldwell Companies 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN760312675
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caldwell Watson Real Estate Group, Inc.)

Sponsor-wide plan assets over time

All Caldwell Watson Real Estate Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 56.433005454171735% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.3M $16.1M ▲ +56.5%
Year Plans Participants Total Assets
2022 1 109 $10M
2023 1 136 $12M
2024 1 160 $16M

Nearby 401(k) Plans in Texas

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

Caldwell Companies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Caldwell Companies 401(k) Profit Sharing Plan, Total assets ($B): 0.012015786 · Participants: 136Caldwell Companies 401(k) Profit Sharing PlanAT&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
Caldwell Companies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Caldwell Companies 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Goodwill Industries of Eastern North Carolina, Inc. in NC ($12M); by covered participants it is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Caldwell Companies 401(k) Profit Sharing Plan assets move in 2023? ▼
Caldwell Companies 401(k) Profit Sharing Plan grew sharply - up 16.6% during 2023, from $10M to $12M. Reported net income was $2M.
How have Caldwell Watson Real Estate Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caldwell Watson Real Estate Group, Inc.'s sponsor-wide assets grew 56.4%, from $10M to $16M.
Which 401(k) plans are similar in size to Caldwell Companies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Goodwill Industries of Eastern North Carolina, Inc. in NC ($12M, 255 participants).
Which 401(k) plans cover a similar participant headcount to Caldwell Companies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Testout Corporation Safe Harbor 401(k) Plan in UT (136 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 760312675.

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.