401(k) · DOL Form 5500 · 2024
The Board of Trustees of the Communications Workers of America - 401(k) Plan
Data updated 2026-08-25
- $453M
- Total assets Above avg plan size
- 10,438
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $43,429
- Avg per participant Low balance/head
Official DOL plan name: Communications Workers of America Savings and Retirement Trust · Sponsored by The Board of Trustees of the Communications Workers of America - · District of Columbia · Information & Media
$453M in assets, 10,438 participants
The Board of Trustees of the Communications Workers of America -'s Communications Workers of America Savings and Retirement Trust reported $453M in total assets and 10,438 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #2,678 in Information & Media (2,822 peers)
Coverage in District of Columbia
Communications Workers of America Savings and Retirement Trust covers 10,438 participants in District of Columbia, 7.2x the typical District of Columbia plan (state average ~1,456 per filing). Assets: $453M.
- #2,678
- in Information & Media (2,822 peers)
- +13.2%
- assets growth YoY
- 4.5×
- vs typical plan assets (national mean)
Communications Workers of America Savings and Retirement Trust's outsized position by total assets
Communications Workers of America Savings and Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$453,312,141 Top 3% higher than 97% 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
Communications Workers of America Savings and Retirement Trust's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Communications Workers of America Savings and Retirement Trust is a mega filing (10,438 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Communications Workers of America Savings and Retirement Trust end-of-year assets rose from $401M in the plan year 2023 filing to $453M in the plan year 2024 filing.
- Communications Workers of America Savings and Retirement Trust reported net income fell from $58M in the plan year 2023 filing to $53M in the plan year 2024 filing.
- Communications Workers of America Savings and Retirement Trust reported participants rose from 9,925 in the plan year 2023 filing to 10,438 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 521137722 · The Board of Trustees of the Communications Workers of America - PY 2024 · 401(k)
Communications Workers of America Savings and Retirement Trust · $453M · 10,438 · 97th
- BOY $453M
- BOY 10,438
- BOY 97th
- BOY 401(k)
- BOY near Mosaic Health System 401(k) Retirement Plan
- BOY ind #2678
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 Information & Media retirement plans → · Plans in District of Columbia →
Communications Workers of America Savings and Retirement Trust in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $401M |
|---|---|
| Net Assets (End of Year) | $453M |
| Net Income | $53M |
| Employer EIN | 521137722 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Board of Trustees of the Communications Workers of America -)
Sponsor-wide plan assets over time
All The Board of Trustees of the Communications Workers of America - plans reported in each filing year
- Latest sponsor-wide plan assets
- $453M 32.375248671107684% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,380 | $342M |
| 2023 | 1 | 9,925 | $401M |
| 2024 | 1 | 10,438 | $453M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $6.5B · 23,090
- Geico 401(k) Savings Plan $6.2B · 30,641
- Federal National Mortgage Association Retirement Savings Plan for Employees $4.6B · 8,108
- Finra Savings Plus Plan $2.5B · 4,201
- Hogan Lovells US LLP Retirement Savings Plan $1.9B · 1,973
Scale composition for Communications Workers of America Savings and Retirement Trust
Communications Workers of America Savings and Retirement Trust reports $453M in end-of-year assets across 10,438 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $43,429 per participant (31% of the national average assets-per-participant) . Net income for plan year 2024 was $53M.
This plan identity (EIN 521137722, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $342M to $453M (+32.4%) while covered participants moved from 9,380 to 10,438 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,380 | $342M | Open filing |
| 2023 | 9,925 | $401M | Open filing |
| 2024 · index core | 10,438 | $453M | This page |
Communications Workers of America Savings and Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Mosaic Health System 401(k) Retirement Plan in MO ($453M); by covered participants it is Burns & Mcdonnell, Inc. 401(k) Savings Plan in MO (10,431 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($453M here).
- Mosaic Health System 401(k) Retirement Plan (MO) $453M · 4,614
- Fanuc America Corporation Savings Plan (MI) $453M · 1,578
- Encore Group (USA) LLC Retirement Savings Plan (IL) $453M · 9,014
- Epam Systems, Inc. 401(k) Plan (PA) $454M · 3,037
Similar participant headcount
Nearest other-state filings by covered participants (10,438 participants); asset peers above are excluded.
- Burns & Mcdonnell, Inc. 401(k) Savings Plan (MO) 10,431 · 7 off
- Bronx Center Healthcare Systems 401(k) Plan (NY) 10,415 · 23 off
- Americold Logistics Employee Savings and Investment Plan (GA) 10,413 · 25 off
- Parsons Corporation Retirement Savings Plan (VA) 10,395 · 43 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.