401(k) · DOL Form 5500 · 2023

Iwm, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
31
Participants Small participant base
42nd
Percentile by assets National rank
$146,683
Avg per participant Above avg balance/head
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Official DOL plan name: Iwm, Inc. 401(k) Plan · Sponsored by Iwm, Inc. · Idaho · Wholesale Trade

$5M in assets, 31 participants

Iwm, Inc.'s Iwm, Inc. 401(k) Plan reported $5M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #1,999 in Wholesale Trade (6,309 peers)

Iwm, Inc. multi-year trail

Iwm, Inc.'s plans moved +233.7% in assets from 2022 to 2024; this filing shows Iwm, Inc. 401(k) Plan at $5M / 31 participants.

#1,999
in Wholesale Trade (6,309 peers)
+12.0%
assets growth YoY

Iwm, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Iwm, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,547,172 42nd percentile higher than 42% of 127,068 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 2023

Iwm, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iwm, Inc. 401(k) Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iwm, Inc. 401(k) Plan reported net income rose from -$362K in the plan year 2022 filing to $489K in the plan year 2023 filing.
  • Iwm, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 473526983 · Iwm, Inc. PY 2023 · 401(k)

Iwm, Inc. 401(k) Plan · $5M · 31 · 42nd

  • PCT $5M
  • EIN 31
  • RANK 42nd
  • PHOTO 401(k)
  • IND near Cc Engage 401(k) Plan
  • EOY ind #1999

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 Wholesale Trade retirement plans → · Plans in Idaho →

Iwm, Inc. 401(k) Plan in the asset neighbourhood

Iwm, Inc. 401(k) Plan$5MCc Engage 401(k) Plan$5MGreenwich Hospitality 401(k) Retirement PlanGreenwich Hospitality 401(k)…$5MLandmark Automotive Group, LLC Salary Deferral 401(k) PlanLandmark Automotive Group, L…$5MNew Pioneer Cooperative Society Salary Reduction Profit Sharing PlanNew Pioneer Cooperative Soci…$5M
End-of-year total assets ($M) among Iwm, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iwm, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Iwm, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 233.6558985047058% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $4.06M $13.5M ▲ +233.5%
Year Plans Participants Total Assets
2022 1 31 $4M
2023 1 31 $5M
2024 1 36 $14M

Iwm, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$489K
Employer EIN473526983
Plan Effective Date2015-03-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Iwm, Inc. 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Iwm, Inc. 401(k) Plan, Total assets ($B): 0.004547172 · Participants: 31Iwm, Inc. 401(k) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.248376347 · Participants: 9865Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.322477073 · Participants: 6419Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.387440309 · Participants: 8746Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.794478746 · Participants: 2089Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.655532616 · Participants: 3476Boise Cascade Company Savings Plan
Iwm, Inc. 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Iwm, Inc. 401(k) Plan side-by-side with 3 peers →

Iwm, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Cc Engage 401(k) Plan in NC ($5M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Iwm, Inc. 401(k) Plan assets move in 2023? ▼
Iwm, Inc. 401(k) Plan grew at a solid clip - up 12.0% during 2023, from $4M to $5M. Reported net income was $489K.
How have Iwm, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iwm, Inc.'s sponsor-wide assets grew 233.7%, from $4M to $14M.
Which 401(k) plans are similar in size to Iwm, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cc Engage 401(k) Plan in NC ($5M, 234 participants).
Which 401(k) plans cover a similar participant headcount to Iwm, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 473526983.

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.