Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

403(B) THRIFT PLAN FOR CW GROUP, INC.

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

CW GROUP, INC.

This Profit Sharing plan holds $19M in total assets and serves 2,126 participants as of 2023. It is sponsored by CW GROUP, INC. in Connecticut. The plan reported positive net income of $2M for the year.

Total Assets (2023)
$19M
Participants
2,126
State
Industry
Healthcare & Social Assistance

What the Filing Says About 403(B) THRIFT PLAN FOR CW GROUP, INC.

403(B) THRIFT PLAN FOR CW GROUP, INC. is a Profit Sharing retirement plan sponsored by CW GROUP, INC., headquartered in Connecticut. As of the 2023 Form 5500 filing, the plan reports $19M in total end-of-year assets and covers 2,126 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 222784283, and the plan has been effective since 1993-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $16M at the beginning of 2023 to $19M at year-end — a gain of 13.1%. Net assets (after liabilities) closed the year at $19M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$16M
Total Assets (End of Year)$19M
Net Assets (End of Year)$19M
Net Income$2M
Plan TypeProfit Sharing
Employer EIN222784283
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the 403(B) THRIFT PLAN FOR CW GROUP, INC.?
As of the 2023 Form 5500 filing, 403(B) THRIFT PLAN FOR CW GROUP, INC. holds $19M in total assets with 2,126 participants. It is sponsored by CW GROUP, INC..
What type of plan is 403(B) THRIFT PLAN FOR CW GROUP, INC.?
403(B) THRIFT PLAN FOR CW GROUP, INC. is a Profit Sharing plan. It has been effective since 1993-07-01. The plan is filed with the U.S. Department of Labor under EIN 222784283.
Who sponsors the 403(B) THRIFT PLAN FOR CW GROUP, INC.?
403(B) THRIFT PLAN FOR CW GROUP, INC. is sponsored by CW GROUP, INC., located in Connecticut. The sponsor's EIN is 222784283 and the plan operates in the Healthcare & Social Assistance industry.
How did 403(B) THRIFT PLAN FOR CW GROUP, INC. perform in 2023?
403(B) THRIFT PLAN FOR CW GROUP, INC. grew by 13.1% during 2023, moving from $16M to $19M in total assets. Net income was $2M.
Where can I find official filings for 403(B) THRIFT PLAN FOR CW GROUP, INC.?
Official Form 5500 filings for 403(B) THRIFT PLAN FOR CW GROUP, INC. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 222784283 or plan name at efast.dol.gov.
How does 403(B) THRIFT PLAN FOR CW GROUP, INC. compare to other plans?
You can compare 403(B) THRIFT PLAN FOR CW GROUP, INC. against other Profit Sharing plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 222784283.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.