401(k) · DOL Form 5500 · 2024

Cw Funding LLC 401(k) Plan

Data updated 2026-08-25

$513K
Total assets Small plan by assets
3
Participants Small participant base
18th
Percentile by assets National rank
$170,923
Avg per participant Above avg balance/head
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Official DOL plan name: Cw Funding LLC Retirement Plan · Sponsored by Cw Funding LLC · New York · Real Estate

$513K in assets, 3 participants

Cw Funding LLC's Cw Funding LLC Retirement Plan reported $513K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,409 in Real Estate (4,605 peers)

Cw Funding LLC multi-year trail

Cw Funding LLC's plans moved +13.6% in assets from 2022 to 2024; this filing shows Cw Funding LLC Retirement Plan at $513K / 3 participants.

#1,409
in Real Estate (4,605 peers)
+2.6%
assets growth YoY

Cw Funding LLC Retirement Plan among the smaller filed plans by assets

Cw Funding LLC Retirement Plan vs every filed plan by assets

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

$512,769 18th percentile higher than 18% 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

Cw Funding LLC Retirement 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 Funding LLC Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cw Funding LLC Retirement Plan reported net income fell from $36K in the plan year 2023 filing to $13K in the plan year 2024 filing.
  • Cw Funding LLC Retirement Plan end-of-year assets rose from $500K in the plan year 2023 filing to $513K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 465735983 · Cw Funding LLC PY 2024 · 401(k)

Cw Funding LLC Retirement Plan · $513K · 3 · 18th

  • BOOK $513K
  • VS-ST 3
  • BOY 18th
  • SCH 401(k)
  • EBSA near Network Enterprises, Inc. 401(k) Plan
  • PART ind #1409

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 Real Estate retirement plans → · Plans in New York →

Cw Funding LLC Retirement Plan in the asset neighbourhood

Cw Funding LLC Retirement PlanCw Funding LLC Retirement Pl…$513KNetwork Enterprises, Inc. 401(k) PlanNetwork Enterprises, Inc. 40…$513KTrodonfre, Inc. 401(k) Profit Sharing PlanTrodonfre, Inc. 401(k) Profi…$513KCarolina Cove Capital Retirement PlanCarolina Cove Capital Retire…$513KFive Islands Enterprises, Inc. 401(k) Profit Sharing PlanFive Islands Enterprises, In…$512K
End-of-year total assets ($M) among Cw Funding LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Cw Funding LLC multi-year asset trail

Sponsor-wide plan assets over time

All Cw Funding LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 13.559997592106487% vs 2022
2024 filing year
$1.05M$1.1M$1.15M$1.2M$1.25M$1.3M 202220232024 $1.1M $1.25M ▲ +13.6%
Year Plans Participants Total Assets
2022 2 6 $1M
2023 2 6 $1M
2024 2 6 $1M

Cw Funding LLC filing trail (2024)

Total Assets (Beginning of Year)$500K
Net Assets (End of Year)$513K
Net Income$13K
Employer EIN465735983
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Cw Funding LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Cw Funding LLC Retirement Plan, Total assets ($B): 0.000512769 · Participants: 3Cw Funding LLC Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Cw Funding LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Cw Funding LLC Retirement Plan side-by-side with 3 peers →

Cw Funding LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Network Enterprises, Inc. 401(k) Plan in HI ($513K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Cw Funding LLC Retirement Plan assets move in 2024? ▼
Cw Funding LLC Retirement Plan edged up modestly - up 2.6% during 2024, from $500K to $513K. Reported net income was $13K.
How have Cw Funding LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cw Funding LLC's sponsor-wide assets grew 13.6%, from $1M to $1M.
Where does Cw Funding LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Cw Funding LLC Retirement Plan ranks in the 18th 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 401(k) plans are similar in size to Cw Funding LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Network Enterprises, Inc. 401(k) Plan in HI ($513K, 45 participants).
Which 401(k) plans cover a similar participant headcount to Cw Funding LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, 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 465735983.

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.