401(k) · DOL Form 5500 · 2024
Capitalworks, LLC Dba Cw Industrial Partners, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $369,881
- Avg per participant High balance/head
Official DOL plan name: Cw Industrial Partners, LLC 401(k) Plan · Sponsored by Capitalworks, LLC Dba Cw Industrial Partners, LLC · Ohio · Finance & Insurance
$4M in assets, 10 participants
Capitalworks, LLC Dba Cw Industrial Partners, LLC's Cw Industrial Partners, LLC 401(k) Plan reported $4M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #2,095 in Finance & Insurance (8,549 peers)
Capitalworks, LLC Dba Cw Industrial Partners, LLC multi-year trail
Capitalworks, LLC Dba Cw Industrial Partners, LLC's plans moved +12.6% in assets from 2022 to 2024; this filing shows Cw Industrial Partners, LLC 401(k) Plan at $4M / 10 participants.
- #2,095
- in Finance & Insurance (8,549 peers)
- +1.2%
- assets growth YoY
Cw Industrial Partners, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Cw Industrial Partners, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,698,813 37th percentile higher than 37% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cw Industrial Partners, LLC 401(k) 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. Cw Industrial Partners, LLC 401(k) Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cw Industrial Partners, LLC 401(k) Plan reported net income fell from $368K in the plan year 2023 filing to $45K in the plan year 2024 filing.
- Cw Industrial Partners, LLC 401(k) Plan reported participants rose from 8 in the plan year 2023 filing to 10 in the plan year 2024 filing.
- Cw Industrial Partners, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 341886468 · Capitalworks, LLC Dba Cw Industrial Partners, LLC PY 2024 · 401(k)
Cw Industrial Partners, LLC 401(k) Plan · $4M · 10 · 37th
- BOOK $4M
- BOOK 10
- BOOK 37th
- BOOK 401(k)
- BOOK near Spectrumvoip, Inc. 401(k) Plan
- BOOK ind #2095
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 Ohio →
Cw Industrial Partners, LLC 401(k) Plan in the asset neighbourhood
Capitalworks, LLC Dba Cw Industrial Partners, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Capitalworks, LLC Dba Cw Industrial Partners, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 12.57912362811035% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $3M |
| 2023 | 1 | 8 | $4M |
| 2024 | 1 | 10 | $4M |
Capitalworks, LLC Dba Cw Industrial Partners, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $45K |
| Employer EIN | 341886468 |
| Plan Effective Date | 2005-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Cw Industrial Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Spectrumvoip, Inc. 401(k) Plan in TX ($4M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Hero Home Services 401(k) Plan (MN) 10 · 0 off
- Integrated Retirement Partners Pooled Employer Plan (MA) 10 · 0 off
- Draper & Mcginley, PA Retirement Plan (MD) 10 · 0 off
- For Dogs of Nw Fla Inc 401(k) Plan (FL) 10 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.