Other · DOL Form 5500 · 2023

Cw Group, Inc. Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
2,126
Participants Near avg headcount
71st
Percentile by assets National rank
$8,726
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Cw Group, Inc. · Sponsored by Cw Group, Inc. · Connecticut · Healthcare & Social Assistance

$19M in assets, 2,126 participants

Cw Group, Inc.'s 403(b) Thrift Plan for Cw Group, Inc. reported $19M in total assets and 2,126 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,410 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

403(b) Thrift Plan for Cw Group, Inc. covers 2,126 participants in Connecticut, 3.0x the typical Connecticut plan (state average ~718 per filing). Assets: $19M.

#13,410
in Healthcare & Social Assistance (17,684 peers)
+13.1%
assets growth YoY

403(b) Thrift Plan for Cw Group, Inc.'s outsized position by total assets

403(b) Thrift Plan for Cw Group, Inc. vs every filed plan by assets

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

$18,550,785 Top 29% higher than 71% 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

403(b) Thrift Plan for Cw Group, Inc.'s large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Cw Group, Inc. lands in the large band (2,126 participants).

Form 5500 schedule snapshot

Filing strip 222784283 · Cw Group, Inc. PY 2023 · Other

403(b) Thrift Plan for Cw Group, Inc. · $19M · 2,126 · 71st

  • EBSA $19M
  • PART 2,126
  • TYPE 71st
  • NET Other
  • BOOK near United Association of Plumbers and Pipefitters Local 693 Annuity Fund
  • VS-ST ind #13410

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 Connecticut →

403(b) Thrift Plan for Cw Group, Inc. in the asset neighbourhood

Employee Benefit Plan of Spectrum Health Systems, Inc.Employee Benefit Plan of Spe…$19M403(b) Thrift Plan for Cw Group, Inc.403(b) Thrift Plan for Cw Gr…$19MUnited Association of Plumbers and Pipefitters Local 693 Annuity FundUnited Association of Plumbe…$19MNorth Hudson Community Action Corporation Tax Deferred AnnuityNorth Hudson Community Actio…$19MHopewest 403(b) Plan$19M
End-of-year total assets ($M) among 403(b) Thrift Plan for Cw Group, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

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

Sponsor Plan History (Cw Group, Inc.)

Sponsor-wide plan assets over time

All Cw Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 11.560173868652997% vs 2023
2024 filing year
$18M$19M$20M$21M 20232024 $18.6M $20.7M ▲ +11.6%
Year Plans Participants Total Assets
2023 1 2,126 $19M
2024 1 2,183 $21M

Nearby Other Plans in Connecticut

Peer Other plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan for Cw Group, Inc. vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -202468 Total assets ($B) Participants 403(b) Thrift Plan for Cw Group, Inc., Total assets ($B): 0.018550785 · Participants: 2126403(b) Thrift Plan for Cw Group, Inc.Yale University Retirement Account Plan, Total assets ($B): 7.406887292 · Participants: 12259Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.999824405 · Participants: 22121Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.840086772 · Participants: 18754Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.705011479 · Participants: 2287Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.642937869 · Participants: 5192Hartford Healthcare 403(b)Plan
403(b) Thrift Plan for Cw Group, Inc. vs. nearby Other plans in Connecticut, assets vs. participants
Compare 403(b) Thrift Plan for Cw Group, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Cw Group, Inc.'s out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is United Association of Plumbers and Pipefitters Local 693 Annuity Fund in VT ($19M); by covered participants it is Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan in NJ (2,128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,126 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 403(b) Thrift Plan for Cw Group, Inc. assets move in 2023? ▼
403(b) Thrift Plan for Cw Group, Inc. grew at a solid clip - up 13.1% during 2023, from $16M to $19M. Reported net income was $2M.
How have Cw Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Cw Group, Inc.'s sponsor-wide assets grew 11.6%, from $19M to $21M.
Which Other plans are similar in size to 403(b) Thrift Plan for Cw Group, Inc.? ▼
Among Other plans in other states, the closest by assets is United Association of Plumbers and Pipefitters Local 693 Annuity Fund in VT ($19M, 260 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Cw Group, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan in NJ (2,128 participants, $381M 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 222784283.

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.