401(k) · DOL Form 5500 · 2024

Rw Investment Management, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
18
Participants Small participant base
51st
Percentile by assets National rank
$449,169
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rw Investment Management 401(k) Plan · Sponsored by Rw Investment Management, LLC · Idaho · Finance & Insurance

$8M in assets, 18 participants

Rw Investment Management, LLC's Rw Investment Management 401(k) Plan reported $8M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,036 in Finance & Insurance (8,549 peers)

Rw Investment Management, LLC multi-year trail

Rw Investment Management, LLC's plans moved +60.4% in assets from 2022 to 2024; this filing shows Rw Investment Management 401(k) Plan at $8M / 18 participants.

#3,036
in Finance & Insurance (8,549 peers)
+22.4%
assets growth YoY

Rw Investment Management 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Rw Investment Management 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,085,050 Top 49% higher than 51% of 123,620 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 2024

Rw Investment Management 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rw Investment Management 401(k) Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rw Investment Management 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Rw Investment Management 401(k) Plan reported participants rose from 15 in the plan year 2023 filing to 18 in the plan year 2024 filing.
  • Rw Investment Management 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 471056022 · Rw Investment Management, LLC PY 2024 · 401(k)

Rw Investment Management 401(k) Plan · $8M · 18 · 51st

  • BOY $8M
  • SCH 18
  • EBSA 51st
  • PART 401(k)
  • TYPE near Yeamans Hall Club 401 (K) Plan
  • NET ind #3036

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 Finance & Insurance retirement plans → · Plans in Idaho →

Rw Investment Management 401(k) Plan in the asset neighbourhood

Rw Investment Management 401(k) PlanRw Investment Management 401…$8MYeamans Hall Club 401 (K) PlanYeamans Hall Club 401 (K) Pl…$8MPhase3 Media, LLC 401(k) Plan$8MSt. Croix Retirement Savings PlanSt. Croix Retirement Savings…$8MPease & Sons, Inc. Capital Accumulation Plan & TrustPease & Sons, Inc. Capital A…$8M
End-of-year total assets ($M) among Rw Investment Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rw Investment Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Rw Investment Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 60.40728317969909% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $5.04M $8.09M ▲ +60.5%
Year Plans Participants Total Assets
2022 1 15 $5M
2023 1 15 $7M
2024 1 18 $8M

Rw Investment Management, LLC filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN471056022
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Rw Investment Management 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Rw Investment Management 401(k) Plan, Total assets ($B): 0.00808505 · Participants: 18Rw Investment Management 401(k) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.744829372 · Participants: 8598Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.548581207 · Participants: 6632Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.560177552 · Participants: 9012Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.889896808 · Participants: 2119Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.740356793 · Participants: 3902Boise Cascade Company Savings Plan
Rw Investment Management 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Rw Investment Management 401(k) Plan side-by-side with 3 peers →

Rw Investment Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Yeamans Hall Club 401 (K) Plan in SC ($8M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rw Investment Management 401(k) Plan assets move in 2024? ▼
Rw Investment Management 401(k) Plan grew sharply - up 22.4% during 2024, from $7M to $8M. Reported net income was $1M.
How have Rw Investment Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rw Investment Management, LLC's sponsor-wide assets grew 60.4%, from $5M to $8M.
Which 401(k) plans are similar in size to Rw Investment Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yeamans Hall Club 401 (K) Plan in SC ($8M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Rw Investment Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 471056022.

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.