401(k) · DOL Form 5500 · 2024

Commericial West Brokerage, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
3
Participants Small participant base
58th
Percentile by assets National rank
$3.7M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Commercial West Brokerage, Inc. 401(k) Profit Sharing Plan · Sponsored by Commericial West Brokerage, Inc. · California · Real Estate

$11M in assets, 3 participants

Commericial West Brokerage, Inc.'s Commercial West Brokerage, Inc. 401(k) Profit Sharing Plan reported $11M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,460 in Real Estate (4,605 peers)

Commericial West Brokerage, Inc. multi-year trail

Commericial West Brokerage, Inc.'s plans moved +90.0% in assets from 2022 to 2024; this filing shows Commercial West Brokerage, Inc. 401(k) Profit Sharing Plan at $11M / 3 participants.

#3,460
in Real Estate (4,605 peers)
+24.7%
assets growth YoY

Commercial West Brokerage, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Commercial West Brokerage, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,961,351 Top 42% higher than 58% 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

Commercial West Brokerage, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Commercial West Brokerage, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Commercial West Brokerage, Inc. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Commercial West Brokerage, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330695575 · Commericial West Brokerage, Inc. PY 2024 · 401(k)

Commercial West Brokerage, Inc. 401(k) Profit Sharing Plan · $11M · 3 · 58th

  • EIN $11M
  • RANK 3
  • PHOTO 58th
  • IND 401(k)
  • EOY near Guntin & Gust, PLC 401(k) Plan
  • 5500 ind #3460

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 California →

Commercial West Brokerage, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Commercial West Brokerage, Inc. 401(k) Profit Sharing PlanCommercial West Brokerage, I…$11MGuntin & Gust, PLC 401(k) PlanGuntin & Gust, PLC 401(k) Pl…$11MBessemer Securities Corporation 401(k) and Profit-Sharing PlanBessemer Securities Corporat…$11MRose Casual Dining 401(k) Retirement Savings PlanRose Casual Dining 401(k) Re…$11MElectronics Research, Inc. Profit Sharing PlanElectronics Research, Inc. P…$11M
End-of-year total assets ($M) among Commercial West Brokerage, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Commericial West Brokerage, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Commericial West Brokerage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 90.02714487506562% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.77M $11M ▲ +89.9%
Year Plans Participants Total Assets
2022 1 3 $6M
2023 1 3 $9M
2024 1 3 $11M

Commericial West Brokerage, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN330695575
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Commercial West Brokerage, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Commercial West Brokerage, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.010961351 · Participants: 3Commercial West Brokerage, Inc. 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Commercial West Brokerage, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Commercial West Brokerage, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Commercial West Brokerage, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Guntin & Gust, PLC 401(k) Plan in FL ($11M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Commercial West Brokerage, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Commercial West Brokerage, Inc. 401(k) Profit Sharing Plan grew sharply - up 24.7% during 2024, from $9M to $11M. Reported net income was $2M.
How have Commericial West Brokerage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Commericial West Brokerage, Inc.'s sponsor-wide assets grew 90.0%, from $6M to $11M.
Which 401(k) plans are similar in size to Commercial West Brokerage, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Guntin & Gust, PLC 401(k) Plan in FL ($11M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Commercial West Brokerage, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 330695575.

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.