ESOP · DOL Form 5500 · 2024

Tcw Holdings, Inc. ESOP

Data updated 2026-07-24

$74M
Total assets: 502
Participants: 88th
Percentile by assets: $147,014
Avg per participant

Official DOL plan name: Tcw Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Tcw Holdings, Inc. · Tennessee · Transportation & Warehousing

$74M in assets, 502 participants

Tcw Holdings, Inc.'s Tcw Holdings, Inc. Employee Stock Ownership Plan reported $74M in total assets and 502 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

88th percentile by assets (of 116,472 plans)

Coverage in Tennessee

Tcw Holdings, Inc. Employee Stock Ownership Plan covers 502 participants in Tennessee, about 45% of the average Tennessee filer (state average ~1,122 per filing). Assets: $74M.

$74M
total plan assets (2024 EOY): 502
covered participants: 88th
percentile by assets (of 116,472 plans): $147,014
avg assets per participant

Tcw Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Tcw Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 436 in the plan year 2023 filing to 502 in the plan year 2024 filing.
Tcw Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $72M in the plan year 2023 filing to $74M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Tennessee

Industry

Transportation & Warehousing

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,122 participants across 2,228 plans. Tcw Holdings, Inc. Employee Stock Ownership Plan reports 502 participants - about 45% of that state average ($74M EOY assets).

Tennessee filing particulars

Total Assets (Beginning of Year)	$72M
Net Assets (End of Year)	$23M
Net Income	$5M
Employer EIN	472451949
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Tcw Holdings, Inc.)

Total plan assets by year, all Tcw Holdings, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	405	$72M
2023	1	436	$72M
2024	1	502	$74M

Nearby ESOP Plans in Tennessee

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

Tcw Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants

Barr Brands International Amended and Restated Employee Stock Ownership Plan $470M · 403
Zander Group Holdings, Inc. Employee Stock Ownership Plan $247M · 201
National Health Corp Leveraged Employee Stock Ownership Plan $168M · 1,385
3ls, Inc. Employee Stock Ownership Plan $143M · 515
Smith Seckman Reid, Inc. Employee Stock Ownership Plan $116M · 507

Compare Tcw Holdings, Inc. Employee Stock Owners… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Tcw Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

Action Sales Employee Stock Ownership Plan (CA) $74M · 147
Cisco-Eagle, Inc. Employees' Stock Ownership Plan (TX) $74M · 120
Minnesota Elevator, Inc. Employee Stock Ownership Plan (MN) $74M · 162
The Brewer Company Employee Stock Ownership Plan (OH) $74M · 39

Frequently Asked Questions

How did Tcw Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Tcw Holdings, Inc. Employee Stock Ownership Plan edged up modestly - up 3.0% during 2024, from $72M to $74M. Reported net income was $5M.

How have Tcw Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Tcw Holdings, Inc.'s sponsor-wide assets grew 3.2%, from $72M to $74M.

Where does Tcw Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Tcw Holdings, Inc. Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Tcw Holdings, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Action Sales Employee Stock Ownership Plan in CA ($74M, 147 participants).

Next read for Tcw Holdings, Inc. Employee Stock Owners…

Filing takeaways

Ways to act on Tcw Holdings, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Tcw Holdings, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Tennessee. Compare plans
Tcw Holdings, Inc.'s sponsor-wide assets have grown 3.2% since 2022 across 3 plan years on file. More Transportation & Warehousing plans

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 472451949.

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.