Other · DOL Form 5500 · 2024
T&w Enterprises Corporation Employee Stock Ownership Plan and Trust
Data updated 2026-05-15
- $3M
- Total assets
- 103
- Participants
- 35th
- Percentile by assets
- $31,845
- Avg per participant
Sponsored by T&w Enterprises Corporation · Kentucky · Healthcare & Social Assistance
What the 2024 filing shows
T&w Enterprises Corporation Employee Stock Ownership Plan and Trust holds $3M for 103 participants - about $31,845 per participant, in the lower half of filed plans by assets.
- $3M
- total plan assets (2024 EOY)
- 103
- covered participants
- 35th
- percentile by assets (of 116,472 plans)
- $31,845
- avg assets per participant
Other · DOL Form 5500 · 2024
What the Filing Says About T&w Enterprises Corporation Employee Stock Ownership Plan and Trust
T&w Enterprises Corporation Employee Stock Ownership Plan and Trust is an Other retirement plan sponsored by T&w Enterprises Corporation, headquartered in Kentucky. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 103 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 811962438, and the plan has been effective since 2024-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2024 to $3M at year-end. Net assets (after liabilities) closed the year at $3M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank T&w Enterprises Corporation Employee Stock Ownership Plan and Trust against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Total Assets (End of Year) | $3M |
| Net Assets (End of Year) | $3M |
| Net Income | $3M |
| Plan Type | Other |
| Employer EIN | 811962438 |
| Plan Effective Date | 2024-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare, Inc. Retirement Plan $169M · 2,349
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan $123M · 834
- Commonwealth Rolled Products, Inc. Hourly Employees Pension Plan $117M · 809
- H & R Agri-Power Employee Stock Ownership Plan $111M · 522
- Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan $109M · 726
Frequently Asked Questions
How much money is in the T&w Enterprises Corporation Employee Stock Ownership Plan and Trust? ▼
What type of plan is T&w Enterprises Corporation Employee Stock Ownership Plan and Trust? ▼
Who sponsors the T&w Enterprises Corporation Employee Stock Ownership Plan and Trust? ▼
How did T&w Enterprises Corporation Employee Stock Ownership Plan and Trust perform in 2024? ▼
What this filing means
Ways to act on T&w Enterprises Corporation Employee Stock Ownership Plan and Trust's numbers.
- By total assets, T&w Enterprises Corporation Employee Stock Ownership Plan and Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Kentucky. Compare plans
- An Other plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 811962438.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.