401(k) · DOL Form 5500 · 2024

Frank W. Cawood & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
45
Participants Small participant base
55th
Percentile by assets National rank
$209,507
Avg per participant Above avg balance/head
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Official DOL plan name: Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan · Sponsored by Frank W. Cawood & Associates, Inc. · Georgia · Retail Trade

$9M in assets, 45 participants

Frank W. Cawood & Associates, Inc.'s Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan reported $9M in total assets and 45 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,229 in Retail Trade (8,048 peers)

2024 asset change

Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan pulled back noticeably 14.0% in 2024 ($11M → $9M) for 45 participants.

#5,229
in Retail Trade (8,048 peers)
-14.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$9,427,805 Top 45% higher than 55% 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

Frank W. Cawood & Associates, Inc. 401(k) Retirement 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. Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan reported net income fell from $552K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan end-of-year assets fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan reported participants fell from 48 in the plan year 2023 filing to 45 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 581496119 · Frank W. Cawood & Associates, Inc. PY 2024 · 401(k)

Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan · $9M · 45 · 55th

  • ASSETS $9M
  • PCT 45
  • EIN 55th
  • RANK 401(k)
  • PHOTO near Magnix USA, Inc. 401(k) Plan & Trust
  • IND ind #5229

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 Retail Trade retirement plans → · Plans in Georgia →

Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan in the asset neighbourhood

Frank W. Cawood & Associates, Inc. 401(k) Retirement PlanFrank W. Cawood & Associates…$9MMagnix USA, Inc. 401(k) Plan & TrustMagnix USA, Inc. 401(k) Plan…$9MCertco, Inc. Union Savings PlanCertco, Inc. Union Savings P…$9MFabian Oil Employee Stock Ownership 401(k) PlanFabian Oil Employee Stock Ow…$9MTaco Time 401(k) Retirement PlanTaco Time 401(k) Retirement …$9M
End-of-year total assets ($M) among Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Frank W. Cawood & Associates, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Frank W. Cawood & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 9.444714028406594% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M$11M$11.5M 202220232024 $10.4M $9.43M ▼ -9.4%
Year Plans Participants Total Assets
2022 1 54 $10M
2023 1 48 $11M
2024 1 45 $9M

2024 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN581496119
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan, Total assets ($B): 0.009427805 · Participants: 45Frank W. Cawood & Associates, Inc. 401(k) Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Magnix USA, Inc. 401(k) Plan & Trust in WA ($9M); by covered participants it is Coact, Inc. 401(k) Plan in MD (45 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan pulled back noticeably - down 14.0% during 2024, from $11M to $9M. Reported net income was -$2M.
How have Frank W. Cawood & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Frank W. Cawood & Associates, Inc.'s sponsor-wide assets declined 9.4%, from $10M to $9M.
Which 401(k) plans are similar in size to Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Magnix USA, Inc. 401(k) Plan & Trust in WA ($9M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coact, Inc. 401(k) Plan in MD (45 participants, $2M 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 581496119.

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.