ESOP · DOL Form 5500 · 2024

Rw Assets, Inc. ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
336
Participants Below avg headcount
71st
Percentile by assets National rank
$62,868
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Erw Employee Stock Ownership Plan · Sponsored by Rw Assets, Inc. · Texas · Construction

$21M in assets, 336 participants

Rw Assets, Inc.'s Erw Employee Stock Ownership Plan reported $21M in total assets and 336 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,338 in Construction (9,039 peers)

Coverage in Texas

Erw Employee Stock Ownership Plan covers 336 participants in Texas, about 49% of the average Texas filer (state average ~688 per filing). Assets: $21M.

#6,338
in Construction (9,039 peers)
-$96M
reported net income

The plan reported a net loss of $96M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Erw Employee Stock Ownership Plan's outsized position by total assets

Erw Employee Stock Ownership Plan vs every filed plan by assets

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

$21,123,560 Top 29% higher than 71% 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

Erw Employee Stock Ownership 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. Erw Employee Stock Ownership Plan sits mid-pack in the medium band (336 participants).

EBSA filing schedule strip

Filing strip 842705463 · Rw Assets, Inc. PY 2024 · ESOP

Erw Employee Stock Ownership Plan · $21M · 336 · 71st

  • PCT $21M
  • EIN 336
  • RANK 71st
  • PHOTO ESOP
  • IND near Gateside, Inc. Employee Stock Ownership Plan
  • EOY ind #6338

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 What is an ESOP? → · Plans in Texas →

Erw Employee Stock Ownership Plan in the asset neighbourhood

Airmark Inc. Employee Stock Ownership Plan and TrustAirmark Inc. Employee Stock …$21MSolution Design Group, Inc. Employee Stock Ownership Plan and TrustSolution Design Group, Inc. …$21MGateside, Inc. Employee Stock Ownership PlanGateside, Inc. Employee Stoc…$21MErw Employee Stock Ownership PlanErw Employee Stock Ownership…$21MThe T. H. Rogers Lumber Company Employee Stock Ownership PlanThe T. H. Rogers Lumber Comp…$21M
End-of-year total assets ($M) among Erw Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$96M
Net Income-$96M
Employer EIN842705463
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

Peer ESOP plans, same state, same plan type, ranked by total assets.

Erw Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Erw Employee Stock Ownership Plan, Total assets ($B): 0.02112356 · Participants: 336Erw Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Erw Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Erw Employee Stock Ownership Plan side-by-side with 3 peers →

Erw Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Gateside, Inc. Employee Stock Ownership Plan in HI ($21M); by covered participants it is Opportunity Bank of Montana Employee Stock Ownership Plan in MT (336 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (336 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

Which ESOP plans are similar in size to Erw Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gateside, Inc. Employee Stock Ownership Plan in HI ($21M, 35 participants).
Which ESOP plans cover a similar participant headcount to Erw Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Opportunity Bank of Montana Employee Stock Ownership Plan in MT (336 participants, $7M 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 842705463.

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.