401(k) · DOL Form 5500 · 2024

Rwa Wealth Partners, LLC 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
133
Participants Small participant base
85th
Percentile by assets National rank
$394,099
Avg per participant High balance/head
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Official DOL plan name: Rwa Wealth Partners, LLC 401(k) Plan · Sponsored by Rwa Wealth Partners, LLC · Massachusetts · Finance & Insurance

$52M in assets, 133 participants

Rwa Wealth Partners, LLC's Rwa Wealth Partners, LLC 401(k) Plan reported $52M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,523 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Rwa Wealth Partners, LLC 401(k) Plan covers 133 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $52M.

#6,523
in Finance & Insurance (8,549 peers)
+20.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Rwa Wealth Partners, LLC 401(k) Plan's outsized position by total assets

Rwa Wealth Partners, LLC 401(k) Plan vs every filed plan by assets

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

$52,415,191 Top 15% higher than 85% 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

Rwa Wealth Partners, LLC 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. Rwa Wealth Partners, LLC 401(k) Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rwa Wealth Partners, LLC 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Rwa Wealth Partners, LLC 401(k) Plan reported participants rose from 102 in the plan year 2023 filing to 133 in the plan year 2024 filing.
  • Rwa Wealth Partners, LLC 401(k) Plan end-of-year assets rose from $44M in the plan year 2023 filing to $52M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 274946566 · Rwa Wealth Partners, LLC PY 2024 · 401(k)

Rwa Wealth Partners, LLC 401(k) Plan · $52M · 133 · 85th

  • BOY $52M
  • SCH 133
  • EBSA 85th
  • PART 401(k)
  • TYPE near Western Equipment, LLC Retirement Savings Plan
  • NET ind #6523

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Rwa Wealth Partners, LLC 401(k) Plan in the asset neighbourhood

Rwa Wealth Partners, LLC 401(k) PlanRwa Wealth Partners, LLC 401…$52MUnited Electric Supply Co., Inc. 401(k) PlanUnited Electric Supply Co., …$52MMission Support and Test Services LLC (Msts) Represented Employee 401(k) PlanMission Support and Test Ser…$52MWestern Equipment, LLC Retirement Savings PlanWestern Equipment, LLC Retir…$52MRevision Energy Inc. Employee Stock Ownership 401(k) PlanRevision Energy Inc. Employe…$52M
End-of-year total assets ($M) among Rwa Wealth Partners, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$52M
Net Income$6M
Employer EIN274946566
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rwa Wealth Partners, LLC)

Sponsor-wide plan assets over time

All Rwa Wealth Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 62.551827064713905% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $32.3M $52.4M ▲ +62.5%
Year Plans Participants Total Assets
2022 1 89 $32M
2023 1 102 $44M
2024 1 133 $52M

Nearby 401(k) Plans in Massachusetts

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

Rwa Wealth Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Rwa Wealth Partners, LLC 401(k) Plan, Total assets ($B): 0.052415191 · Participants: 133Rwa Wealth Partners, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Rwa Wealth Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Rwa Wealth Partners, LLC 401(k) Plan side-by-side with 3 peers →

Rwa Wealth Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Western Equipment, LLC Retirement Savings Plan in OK ($52M); by covered participants it is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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

How did Rwa Wealth Partners, LLC 401(k) Plan assets move in 2024? ▼
Rwa Wealth Partners, LLC 401(k) Plan grew sharply - up 20.4% during 2024, from $44M to $52M. Reported net income was $6M.
How have Rwa Wealth Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rwa Wealth Partners, LLC's sponsor-wide assets grew 62.6%, from $32M to $52M.
Where does Rwa Wealth Partners, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Rwa Wealth Partners, LLC 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Rwa Wealth Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Western Equipment, LLC Retirement Savings Plan in OK ($52M, 704 participants).
Which 401(k) plans cover a similar participant headcount to Rwa Wealth Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 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 274946566.

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.