ESOP · DOL Form 5500 · 2024

Rwd Investment Trust Fastsigns ESOP

Data updated 2026-08-25

$264K
Total assets Small plan by assets
1
Participants Small participant base
13th
Percentile by assets National rank
$263,602
Avg per participant High balance/head
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Official DOL plan name: Rwd Investment Trust · Sponsored by Rwd Investment Trust Fastsigns · North Carolina · Manufacturing

$264K in assets, 1 participants

Rwd Investment Trust Fastsigns's Rwd Investment Trust reported $264K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #831 in Manufacturing (17,777 peers)

2024 asset change

Rwd Investment Trust pulled back noticeably 13.4% in 2024 ($304K → $264K) for 1 participant.

#831
in Manufacturing (17,777 peers)
-13.4%
assets change YoY

The plan reported a net loss of $41K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rwd Investment Trust among the smaller filed plans by assets

Rwd Investment Trust vs every filed plan by assets

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

$263,602 13th percentile higher than 13% 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

Rwd Investment Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rwd Investment Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rwd Investment Trust reported net income fell from $62K in the plan year 2023 filing to -$41K in the plan year 2024 filing.
  • Rwd Investment Trust end-of-year assets fell from $304K in the plan year 2023 filing to $264K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 260834988 · Rwd Investment Trust Fastsigns PY 2024 · ESOP

Rwd Investment Trust · $264K · 1 · 13th

  • VS-ST $264K
  • VS-ST 1
  • VS-ST 13th
  • VS-ST ESOP
  • VS-ST near Ljt & Associates, Inc. Profit Sharing Plan
  • VS-ST ind #831

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 What is an ESOP? → · Plans in North Carolina →

Rwd Investment Trust in the asset neighbourhood

Master Mechanical, Inc. Employee Stock Ownership PlanMaster Mechanical, Inc. Empl…$265KMaster Mechanical, Inc. Employee Stock Ownership PlanMaster Mechanical, Inc. Empl…$265KRwd Investment Trust$264KLjt & Associates, Inc. Profit Sharing PlanLjt & Associates, Inc. Profi…$263KHatch & Kirk, Inc. Profit Sharing PlanHatch & Kirk, Inc. Profit Sh…$262K
End-of-year total assets ($M) among Rwd Investment Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Rwd Investment Trust Fastsigns years around the 2024 move

Sponsor-wide plan assets over time

All Rwd Investment Trust Fastsigns plans reported in each filing year

Latest sponsor-wide plan assets
$264K 8.902145802176374% vs 2022
2024 filing year
$0.22M$0.24M$0.26M$0.28M$0.3M$0.32M 202220232024 $0.24M $0.26M ▲ +8.3%
Year Plans Participants Total Assets
2022 1 1 $242K
2023 1 1 $304K
2024 1 1 $264K

2024 asset-move particulars

Total Assets (Beginning of Year)$304K
Net Assets (End of Year)$264K
Net Income-$41K
Employer EIN260834988
Plan Effective Date2007-09-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

Peer ESOP plans, same state, same plan type, ranked by total assets.

Rwd Investment Trust vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150200 Total assets ($M) Participants Rwd Investment Trust, Total assets ($M): 0.263602 · Participants: 1Rwd Investment TrustColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 184.02736 · Participants: 1396Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 153.55178 · Participants: 969Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.430717 · Participants: 1228Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 132.702062 · Participants: 279Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 123.497988 · Participants: 158State Utility Contractors, Inc. Employee Stock Ownership Plan
Rwd Investment Trust vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Rwd Investment Trust side-by-side with 3 peers →

Rwd Investment Trust's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Ljt & Associates, Inc. Profit Sharing Plan in CO ($263K); by covered participants it is Blazer Employee Stock Ownership Plan in CO (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Rwd Investment Trust assets move in 2024? ▼
Rwd Investment Trust pulled back noticeably - down 13.4% during 2024, from $304K to $264K. Reported net income was -$41K.
How have Rwd Investment Trust Fastsigns plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rwd Investment Trust Fastsigns's sponsor-wide assets grew 8.9%, from $242K to $264K.
Where does Rwd Investment Trust rank by assets among Form 5500 filers? ▼
Rwd Investment Trust ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Rwd Investment Trust? ▼
Among ESOP plans in other states, the closest by assets is Ljt & Associates, Inc. Profit Sharing Plan in CO ($263K, 212 participants).
Which ESOP plans cover a similar participant headcount to Rwd Investment Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Blazer Employee Stock Ownership Plan in CO (1 participant, 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 260834988.

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.