Defined Benefit (Pension) · DOL Form 5500 · 2023

A&w Management Holdings, LLC Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
104
Participants Small participant base
64th
Percentile by assets National rank
$124,633
Avg per participant Near avg balance/head
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Official DOL plan name: A&w Energy Cash Balance Plan · Sponsored by A&w Management Holdings, LLC · Texas · Retail Trade

$13M in assets, 104 participants

A&w Management Holdings, LLC's A&w Energy Cash Balance Plan reported $13M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #6,296 in Retail Trade (8,414 peers)

Coverage in Texas

A&w Energy Cash Balance Plan covers 104 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $13M.

#6,296
in Retail Trade (8,414 peers)
+9.8%
assets growth YoY

A&w Energy Cash Balance Plan's mid-pack asset rank among Retail Trade and all filers

A&w Energy Cash Balance Plan vs every filed plan by assets

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

$12,961,872 Top 36% higher than 64% 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

A&w Energy Cash Balance 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. A&w Energy Cash Balance Plan sits mid-pack in the medium band (104 participants).

EBSA filing schedule strip

Filing strip 832795772 · A&w Management Holdings, LLC PY 2023 · Defined Benefit (Pension)

A&w Energy Cash Balance Plan · $13M · 104 · 64th

  • PART $13M
  • PART 104
  • PART 64th
  • PART Defined Benefit (Pension)
  • PART near Nebraska Boiler Union Pension Plan
  • PART ind #6296

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 Retail Trade retirement plans → · Plans in Texas →

A&w Energy Cash Balance Plan in the asset neighbourhood

A&w Energy Cash Balance Plan$13MNebraska Boiler Union Pension PlanNebraska Boiler Union Pensio…$13MHealth Services Retirement Plan Kingsbrook Jewish Medical CenterHealth Services Retirement P…$13MCity National Bank Defined Benefit Pension PlanCity National Bank Defined B…$13MEuramax International Retirement Income PlanEuramax International Retire…$13M
End-of-year total assets ($M) among A&w Energy Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN832795772
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A&w Management Holdings, LLC)

Sponsor-wide plan assets over time

All A&w Management Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 413.27276183511293% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $4.13M $21.2M ▲ +413.3%
Year Plans Participants Total Assets
2022 1 106 $4M
2023 2 233 $19M
2024 2 261 $21M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

A&w Energy Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants A&w Energy Cash Balance Plan, Total assets ($B): 0.012961872 · Participants: 104A&w Energy Cash Balance PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
A&w Energy Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare A&w Energy Cash Balance Plan side-by-side with 3 peers →

A&w Energy Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Nebraska Boiler Union Pension Plan in GA ($13M); by covered participants it is Bvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly Employees in PA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 A&w Energy Cash Balance Plan assets move in 2023? ▼
A&w Energy Cash Balance Plan grew at a solid clip - up 9.8% during 2023, from $12M to $13M. Reported net income was $1M.
How have A&w Management Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A&w Management Holdings, LLC's sponsor-wide assets grew 413.3%, from $4M to $21M.
Which Defined Benefit (Pension) plans are similar in size to A&w Energy Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nebraska Boiler Union Pension Plan in GA ($13M, 55 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to A&w Energy Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly Employees in PA (104 participants, $16M 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 832795772.

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.