401(k) · DOL Form 5500 · 2024

M & W Distribution Services, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
99
Participants Small participant base
52nd
Percentile by assets National rank
$83,792
Avg per participant Below avg balance/head
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Official DOL plan name: M & W Distribution Services, Inc. Tax-Favored Savings Trust · Sponsored by M & W Distribution Services, Inc. · Georgia · Transportation & Warehousing

$8M in assets, 99 participants

M & W Distribution Services, Inc.'s M & W Distribution Services, Inc. Tax-Favored Savings Trust reported $8M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #1,755 in Transportation & Warehousing (3,299 peers)

M & W Distribution Services, Inc. multi-year trail

M & W Distribution Services, Inc.'s plans moved +26.3% in assets from 2022 to 2024; this filing shows M & W Distribution Services, Inc. Tax-Favored Savings Trust at $8M / 99 participants.

#1,755
in Transportation & Warehousing (3,299 peers)
+22.7%
assets growth YoY

M & W Distribution Services, Inc. Tax-Favored Savings Trust's mid-pack asset rank among Transportation & Warehousing and all filers

M & W Distribution Services, Inc. Tax-Favored Savings Trust vs every filed plan by assets

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

$8,295,407 Top 48% higher than 52% 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

M & W Distribution Services, Inc. Tax-Favored Savings Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. M & W Distribution Services, Inc. Tax-Favored Savings Trust is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • M & W Distribution Services, Inc. Tax-Favored Savings Trust reported net income rose from $193K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • M & W Distribution Services, Inc. Tax-Favored Savings Trust end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • M & W Distribution Services, Inc. Tax-Favored Savings Trust reported participants rose from 82 in the plan year 2023 filing to 99 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 581164068 · M & W Distribution Services, Inc. PY 2024 · 401(k)

M & W Distribution Services, Inc. Tax-Favored Savings Trust · $8M · 99 · 52nd

  • IND $8M
  • EOY 99
  • 5500 52nd
  • ASSETS 401(k)
  • PCT near Rms Energy Co. LLC 401(k) Retirement Plan
  • EIN ind #1755

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 Transportation & Warehousing retirement plans → · Plans in Georgia →

M & W Distribution Services, Inc. Tax-Favored Savings Trust in the asset neighbourhood

M & W Distribution Services, Inc. Tax-Favored Savings TrustM & W Distribution Services,…$8MRms Energy Co. LLC 401(k) Retirement PlanRms Energy Co. LLC 401(k) Re…$8MLewis Reed & Allen P.C. Profit Sharing/401(k) PlanLewis Reed & Allen P.C. Prof…$8MPipeliners' Retirement Plan$8MIndustrial Ventilation, Inc. 401(k) Retirement PlanIndustrial Ventilation, Inc.…$8M
End-of-year total assets ($M) among M & W Distribution Services, Inc. Tax-Favored Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

M & W Distribution Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All M & W Distribution Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 26.317274543483293% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.57M $8.3M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 87 $7M
2023 1 82 $7M
2024 1 99 $8M

M & W Distribution Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN581164068
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

M & W Distribution Services, Inc. Tax-Favored Savings Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants M & W Distribution Services, Inc. Tax-Favored Savings Trust, Total assets ($B): 0.008295407 · Participants: 99M & W Distribution Services, Inc. Tax-Favored Savings TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
M & W Distribution Services, Inc. Tax-Favored Savings Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare M & W Distribution Services, Inc. Tax-Favored Savings Trust side-by-side with 3 peers →

M & W Distribution Services, Inc. Tax-Favored Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Rms Energy Co. LLC 401(k) Retirement Plan in MN ($8M); by covered participants it is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 M & W Distribution Services, Inc. Tax-Favored Savings Trust assets move in 2024? ▼
M & W Distribution Services, Inc. Tax-Favored Savings Trust grew sharply - up 22.7% during 2024, from $7M to $8M. Reported net income was $2M.
How have M & W Distribution Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M & W Distribution Services, Inc.'s sponsor-wide assets grew 26.3%, from $7M to $8M.
Which 401(k) plans are similar in size to M & W Distribution Services, Inc. Tax-Favored Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rms Energy Co. LLC 401(k) Retirement Plan in MN ($8M, 202 participants).
Which 401(k) plans cover a similar participant headcount to M & W Distribution Services, Inc. Tax-Favored Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 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 581164068.

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.