401(k) · DOL Form 5500 · 2024

W3 Luxury Living 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 168
Participants Small participant base: 46th
Percentile by assets National rank: $36,650
Avg per participant Low balance/head

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Official DOL plan name: W3 Luxury Living 401(k) Plan · Sponsored by W3 Luxury Living · Texas · Real Estate

$6M in assets, 168 participants

W3 Luxury Living's W3 Luxury Living 401(k) Plan reported $6M in total assets and 168 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

#3,017 in Real Estate (4,605 peers)

Coverage in Texas

W3 Luxury Living 401(k) Plan covers 168 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#3,017
in Real Estate (4,605 peers): +18.4%
assets growth YoY

W3 Luxury Living 401(k) Plan's mid-pack asset rank among Real Estate and all filers

W3 Luxury Living 401(k) Plan vs every filed plan by assets

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

$6,157,223 46th percentile higher than 46% 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

W3 Luxury Living 401(k) 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. W3 Luxury Living 401(k) Plan sits mid-pack in the medium band (168 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

W3 Luxury Living 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
W3 Luxury Living 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $957K in the plan year 2024 filing.
W3 Luxury Living 401(k) Plan reported participants rose from 163 in the plan year 2023 filing to 168 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 752856319 · W3 Luxury Living PY 2024 · 401(k)

W3 Luxury Living 401(k) Plan · $6M · 168 · 46th

VS-ST $6M
VS-ST 168
VS-ST 46th
VS-ST 401(k)
VS-ST near Protection Strategies, Inc. 401(k) Plan
VS-ST ind #3017

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 Real Estate retirement plans → · Plans in Texas →

End-of-year total assets ($M) among W3 Luxury Living 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$957K
Employer EIN	752856319
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (W3 Luxury Living)

Latest sponsor-wide plan assets: $6M 48.66795248399529% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	176	$4M
2023	1	163	$5M
2024	1	168	$6M

Nearby 401(k) Plans in Texas

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

W3 Luxury Living 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare W3 Luxury Living 401(k) Plan side-by-side with 3 peers →

W3 Luxury Living 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Protection Strategies, Inc. 401(k) Plan in TN ($6M); by covered participants it is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Protection Strategies, Inc. 401(k) Plan (TN) $6M · 270
Wathen Castanos Homes 401(k) Plan (CA) $6M · 19
Total Dynamic Solutions, LLC 401(k) Plan (MN) $6M · 89
Contexture Inc. 401(k) Plan (MA) $6M · 92

Similar participant headcount

Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.

Illinois Retina Associates, S.C. 401(k) Plan (IL) 168 · 0 off
Metalworks, Inc. 401(k) Profit Sharing Plan & Trust (NE) 168 · 0 off
The Tobin Group 401(k) Plan (MI) 168 · 0 off
The Hollister Group Inc Retirement Plan (MA) 168 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did W3 Luxury Living 401(k) Plan assets move in 2024? ▼

W3 Luxury Living 401(k) Plan grew sharply - up 18.4% during 2024, from $5M to $6M. Reported net income was $957K.

How have W3 Luxury Living plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), W3 Luxury Living's sponsor-wide assets grew 48.7%, from $4M to $6M.

Which 401(k) plans are similar in size to W3 Luxury Living 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Protection Strategies, Inc. 401(k) Plan in TN ($6M, 270 participants).

Which 401(k) plans cover a similar participant headcount to W3 Luxury Living 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants, N/A 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 752856319.