401(k) · DOL Form 5500 · 2024
Mwd Management, LLC 401(k) Plan
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 720
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $66,096
- Avg per participant Below avg balance/head
Official DOL plan name: Mwd Management, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Mwd Management, LLC · Tennessee · Healthcare & Social Assistance
$48M in assets, 720 participants
Mwd Management, LLC's Mwd Management, LLC 401(k) Profit Sharing Plan and Trust reported $48M in total assets and 720 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #14,530 in Healthcare & Social Assistance (16,916 peers)
Where Mwd Management, LLC 401(k) Profit Sharing Plan and Trust sits by assets
Mwd Management, LLC 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $48M for 720 participants (~$66,096/participant), up 20.3% in 2024.
- #14,530
- in Healthcare & Social Assistance (16,916 peers)
- +20.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Mwd Management, LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Mwd Management, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$47,588,926 Top 16% higher than 84% 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
Mwd Management, LLC 401(k) Profit Sharing Plan and Trust 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. Mwd Management, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (720 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mwd Management, LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $40M in the plan year 2023 filing to $48M in the plan year 2024 filing.
- Mwd Management, LLC 401(k) Profit Sharing Plan and Trust reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Mwd Management, LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 672 in the plan year 2023 filing to 720 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 813740124 · Mwd Management, LLC PY 2024 · 401(k)
Mwd Management, LLC 401(k) Profit Sharing Plan and Trust · $48M · 720 · 84th
- 5500 $48M
- ASSETS 720
- PCT 84th
- EIN 401(k)
- RANK near Arcadia Solutions Retirement Savings Plan
- PHOTO ind #14530
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 Tennessee →
Mwd Management, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $8M |
| Employer EIN | 813740124 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mwd Management, LLC)
Sponsor-wide plan assets over time
All Mwd Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 55.275902531778684% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 479 | $31M |
| 2023 | 1 | 672 | $40M |
| 2024 | 1 | 720 | $48M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Mwd Management, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Arcadia Solutions Retirement Savings Plan in MA ($48M); by covered participants it is Air Canada U.S. Tax Incentive Savings Plan in (720 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
- Arcadia Solutions Retirement Savings Plan (MA) $48M · 356
- Sila Services LLC 401(k) Plan (PA) $48M · 1,220
- Mel Stevenson and Associates, Inc. 401(k) Plan (KS) $48M · 415
- White Mountains Retirement Plan (NH) $48M · 62
Similar participant headcount
Nearest other-state filings by covered participants (720 participants); asset peers above are excluded.
- Air Canada U.S. Tax Incentive Savings Plan () 720 · 0 off
- Bard Manufacturing Company, Inc. Savings and Profit Sharing Plan (OH) 720 · 0 off
- Shutterstock, Inc. 401(k) Plan (NY) 720 · 0 off
- Tech-Etch, Inc. 401(k) Plan (MA) 720 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.