401(k) · DOL Form 5500 · 2024
Cw Financial Services LLC 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 129
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $267,384
- Avg per participant High balance/head
Official DOL plan name: Cw Financial Services LLC Investment Plan · Sponsored by Cw Financial Services LLC · District of Columbia · Healthcare & Social Assistance
$34M in assets, 129 participants
Cw Financial Services LLC's Cw Financial Services LLC Investment Plan reported $34M in total assets and 129 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #13,950 in Healthcare & Social Assistance (16,916 peers)
Coverage in District of Columbia
Cw Financial Services LLC Investment Plan covers 129 participants in District of Columbia, about 9% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $34M.
- #13,950
- in Healthcare & Social Assistance (16,916 peers)
- +4.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Cw Financial Services LLC Investment Plan's outsized position by total assets
Cw Financial Services LLC Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,492,591 Top 21% higher than 79% 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 Financial Services LLC Investment Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cw Financial Services LLC Investment Plan sits mid-pack in the medium band (129 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cw Financial Services LLC Investment Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Cw Financial Services LLC Investment Plan reported participants rose from 104 in the plan year 2023 filing to 129 in the plan year 2024 filing.
- Cw Financial Services LLC Investment Plan end-of-year assets rose from $33M in the plan year 2023 filing to $34M in the plan year 2024 filing.
DOL schedule card
Filing strip 030433413 · Cw Financial Services LLC PY 2024 · 401(k)
Cw Financial Services LLC Investment Plan · $34M · 129 · 79th
- PART $34M
- TYPE 129
- NET 79th
- BOOK 401(k)
- VS-ST near Ahresty Wilmington Corporation Retirement Savings Plan
- BOY ind #13950
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 Healthcare & Social Assistance retirement plans → · Plans in District of Columbia →
Cw Financial Services LLC Investment Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $2M |
| Employer EIN | 030433413 |
| Plan Effective Date | 2002-09-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cw Financial Services LLC)
Sponsor-wide plan assets over time
All Cw Financial Services LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 25.599217840376443% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $27M |
| 2023 | 1 | 104 | $33M |
| 2024 | 1 | 129 | $34M |
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
Cw Financial Services LLC Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Ahresty Wilmington Corporation Retirement Savings Plan in OH ($34M); by covered participants it is Howard's Appliances 401(k) Plan in CA (129 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.
- Howard's Appliances 401(k) Plan (CA) 129 · 0 off
- Wellframe 401(k) Plan (MA) 129 · 0 off
- Prkk, LLC Retirement Trust (NM) 129 · 0 off
- Lake Doctors Inc. 401(k) Profit Sharing Plan & Trust (FL) 129 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.