401(k) · DOL Form 5500 · 2024
Pw Companies, LLC 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 101
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $93,460
- Avg per participant Below avg balance/head
Official DOL plan name: Retirement Income Security Plan-Pw Companies, LLC · Sponsored by Pw Companies, LLC · Utah · Retail Trade
$9M in assets, 101 participants
Pw Companies, LLC's Retirement Income Security Plan-Pw Companies, LLC reported $9M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #5,231 in Retail Trade (8,048 peers)
Coverage in Utah
Retirement Income Security Plan-Pw Companies, LLC covers 101 participants in Utah, about 17% of the average Utah filer (state average ~592 per filing). Assets: $9M.
- #5,231
- in Retail Trade (8,048 peers)
- +20.6%
- assets growth YoY
Retirement Income Security Plan-Pw Companies, LLC's mid-pack asset rank among Retail Trade and all filers
Retirement Income Security Plan-Pw Companies, LLC vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,439,503 Top 45% higher than 55% 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
Retirement Income Security Plan-Pw Companies, LLC 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. Retirement Income Security Plan-Pw Companies, LLC sits mid-pack in the medium band (101 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Income Security Plan-Pw Companies, LLC end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Retirement Income Security Plan-Pw Companies, LLC reported participants fell from 112 in the plan year 2023 filing to 101 in the plan year 2024 filing.
- Retirement Income Security Plan-Pw Companies, LLC reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 461611716 · Pw Companies, LLC PY 2024 · 401(k)
Retirement Income Security Plan-Pw Companies, LLC · $9M · 101 · 55th
- PCT $9M
- PCT 101
- PCT 55th
- PCT 401(k)
- PCT near Fuqua & Partners Architects, PC 401(k) Profit Sharing Plan
- PCT ind #5231
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 Retail Trade retirement plans → · Plans in Utah →
Retirement Income Security Plan-Pw Companies, LLC in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 461611716 |
| Plan Effective Date | 2017-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pw Companies, LLC)
Sponsor-wide plan assets over time
All Pw Companies, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 54.85470451707396% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 100 | $6M |
| 2023 | 1 | 112 | $8M |
| 2024 | 1 | 101 | $9M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Retirement Income Security Plan-Pw Companies, LLC's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Fuqua & Partners Architects, PC 401(k) Profit Sharing Plan in AL ($9M); by covered participants it is Phh 401(k) Plan in TX (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.
- Phh 401(k) Plan (TX) 101 · 0 off
- Mnl 401(k) Plan (MN) 101 · 0 off
- Sunshine Acres Retirement Plan (AZ) 101 · 0 off
- Earthcore Industries, LLC 401(k) Plan (FL) 101 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.