401(k) · DOL Form 5500 · 2024

Caldwell Watson Real Estate Group, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
160
Participants Small participant base
66th
Percentile by assets National rank
$100,747
Avg per participant Below avg balance/head
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Official DOL plan name: Caldwell Companies 401(k) Profit Sharing Plan · Sponsored by Caldwell Watson Real Estate Group, Inc. · Texas · Real Estate

$16M in assets, 160 participants

Caldwell Watson Real Estate Group, Inc.'s Caldwell Companies 401(k) Profit Sharing Plan reported $16M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,748 in Real Estate (4,605 peers)

Coverage in Texas

Caldwell Companies 401(k) Profit Sharing Plan covers 160 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $16M.

#3,748
in Real Estate (4,605 peers)
+34.2%
assets growth YoY

Caldwell Companies 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Caldwell Companies 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,119,492 Top 34% higher than 66% 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

Caldwell Companies 401(k) Profit Sharing 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. Caldwell Companies 401(k) Profit Sharing Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caldwell Companies 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Caldwell Companies 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Caldwell Companies 401(k) Profit Sharing Plan reported participants rose from 136 in the plan year 2023 filing to 160 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 760312675 · Caldwell Watson Real Estate Group, Inc. PY 2024 · 401(k)

Caldwell Companies 401(k) Profit Sharing Plan · $16M · 160 · 66th

  • SCH $16M
  • SCH 160
  • SCH 66th
  • SCH 401(k)
  • SCH near Dale Carnegie & Associates, Inc. Savings and Investment Plan
  • SCH ind #3748

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 Texas →

Caldwell Companies 401(k) Profit Sharing Plan in the asset neighbourhood

Caldwell Companies 401(k) Profit Sharing PlanCaldwell Companies 401(k) Pr…$16MDale Carnegie & Associates, Inc. Savings and Investment PlanDale Carnegie & Associates, …$16MNational Van Lines Inc. 401(k) PlanNational Van Lines Inc. 401(…$16MArc Home 401(k) Plan$16MPlanned Parenthood Ncsnj Retirement PlanPlanned Parenthood Ncsnj Ret…$16M
End-of-year total assets ($M) among Caldwell Companies 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN760312675
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caldwell Watson Real Estate Group, Inc.)

Sponsor-wide plan assets over time

All Caldwell Watson Real Estate Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 56.433005454171735% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.3M $16.1M ▲ +56.5%
Year Plans Participants Total Assets
2022 1 109 $10M
2023 1 136 $12M
2024 1 160 $16M

Nearby 401(k) Plans in Texas

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

Caldwell Companies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Caldwell Companies 401(k) Profit Sharing Plan, Total assets ($B): 0.016119492 · Participants: 160Caldwell Companies 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Caldwell Companies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Caldwell Companies 401(k) Profit Sharing Plan side-by-side with 3 peers →

Caldwell Companies 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Dale Carnegie & Associates, Inc. Savings and Investment Plan in NY ($16M); by covered participants it is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Caldwell Companies 401(k) Profit Sharing Plan assets move in 2024? ▼
Caldwell Companies 401(k) Profit Sharing Plan surged - up 34.2% during 2024, from $12M to $16M. Reported net income was $4M.
How have Caldwell Watson Real Estate Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caldwell Watson Real Estate Group, Inc.'s sponsor-wide assets grew 56.4%, from $10M to $16M.
Which 401(k) plans are similar in size to Caldwell Companies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dale Carnegie & Associates, Inc. Savings and Investment Plan in NY ($16M, 70 participants).
Which 401(k) plans cover a similar participant headcount to Caldwell Companies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 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 760312675.

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.