401(k) · DOL Form 5500 · 2024

Cwag LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
23
Participants Small participant base
29th
Percentile by assets National rank
$86,759
Avg per participant Below avg balance/head
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Official DOL plan name: Cwag LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Cwag LLC · Wisconsin · Finance & Insurance

$2M in assets, 23 participants

Cwag LLC's Cwag LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,579 in Finance & Insurance (8,549 peers)

Cwag LLC multi-year trail

Cwag LLC's plans moved +57.4% in assets from 2022 to 2024; this filing shows Cwag LLC 401(k) Profit Sharing Plan & Trust at $2M / 23 participants.

#1,579
in Finance & Insurance (8,549 peers)
+17.3%
assets growth YoY

Cwag LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Cwag LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,995,449 29th percentile higher than 29% 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

Cwag LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cwag LLC 401(k) Profit Sharing Plan & Trust is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cwag LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $433K in the plan year 2023 filing to $295K in the plan year 2024 filing.
  • Cwag LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Cwag LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 26 in the plan year 2023 filing to 23 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 821153102 · Cwag LLC PY 2024 · 401(k)

Cwag LLC 401(k) Profit Sharing Plan & Trust · $2M · 23 · 29th

  • RANK $2M
  • PHOTO 23
  • IND 29th
  • EOY 401(k)
  • 5500 near Morgan Rio Capital Management, LLC Incentive Savings Plan and Trust
  • ASSETS ind #1579

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 Wisconsin →

Cwag LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Cwag LLC 401(k) Profit Sharing Plan & TrustCwag LLC 401(k) Profit Shari…$2MMorgan Rio Capital Management, LLC Incentive Savings Plan and TrustMorgan Rio Capital Managemen…$2MCongress Services Corporation 401(k) Savings PlanCongress Services Corporatio…$2MFading West Development 401(k) PlanFading West Development 401(…$2MKith Retail LLC 401(k) Profit Sharing Plan and TrustKith Retail LLC 401(k) Profi…$2M
End-of-year total assets ($M) among Cwag LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Cwag LLC multi-year asset trail

Sponsor-wide plan assets over time

All Cwag LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 57.37227716525497% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.27M $2M ▲ +57.5%
Year Plans Participants Total Assets
2022 1 19 $1M
2023 1 26 $2M
2024 1 23 $2M

Cwag LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$295K
Employer EIN821153102
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Cwag LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Cwag LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001995449 · Participants: 23Cwag LLC 401(k) Profit Sharing Plan & TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Cwag LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Cwag LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Cwag LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Morgan Rio Capital Management, LLC Incentive Savings Plan and Trust in NY ($2M); by covered participants it is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Cwag LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Cwag LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 17.3% during 2024, from $2M to $2M. Reported net income was $295K.
How have Cwag LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cwag LLC's sponsor-wide assets grew 57.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Cwag LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Morgan Rio Capital Management, LLC Incentive Savings Plan and Trust in NY ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Cwag LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants, $5M 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 821153102.

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.