401(k) · DOL Form 5500 · 2024

Gwr 401(k) Plan 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 8
Participants Small participant base: 39th
Percentile by assets National rank: $514,075
Avg per participant High balance/head

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Official DOL plan name: Gwr Equities, LLC · Sponsored by Gwr 401(k) Plan · Texas · Real Estate

$4M in assets, 8 participants

Gwr 401(k) Plan's Gwr Equities, LLC reported $4M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

#2,694 in Real Estate (4,605 peers)

Gwr 401(k) Plan multi-year trail

Gwr 401(k) Plan's plans moved +37.3% in assets from 2022 to 2024; this filing shows Gwr Equities, LLC at $4M / 8 participants.

#2,694
in Real Estate (4,605 peers): +12.5%
assets growth YoY

Gwr Equities, LLC's mid-pack asset rank among Real Estate and all filers

Gwr Equities, LLC vs every filed plan by assets

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

$4,112,603 39th percentile higher than 39% 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

Gwr Equities, LLC among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gwr Equities, LLC is a micro filing (8 participants), the leftmost band.

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%)

Gwr Equities, LLC reported participants fell from 167 in the plan year 2023 filing to 8 in the plan year 2024 filing.
Gwr Equities, LLC reported net income fell from $660K in the plan year 2023 filing to $456K in the plan year 2024 filing.
Gwr Equities, LLC end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 462130760 · Gwr 401(k) Plan PY 2024 · 401(k)

Gwr Equities, LLC · $4M · 8 · 39th

TYPE $4M
NET 8
BOOK 39th
VS-ST 401(k)
BOY near Hipgnosis Songs Group, LLC
SCH ind #2694

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 Gwr Equities, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Gwr 401(k) Plan multi-year asset trail

Latest sponsor-wide plan assets: $4M 37.25220131999103% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	154	$3M
2023	1	167	$4M
2024	1	8	$4M

Gwr 401(k) Plan filing trail (2024)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	$456K
Employer EIN	462130760
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Gwr Equities, LLC 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 Gwr Equities, LLC side-by-side with 3 peers →

Gwr Equities, LLC's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Hipgnosis Songs Group, LLC in CA ($4M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Hipgnosis Songs Group, LLC (CA) $4M · 34
Business Forecast Systems, Inc. 401(k) Plan (MA) $4M · 11
Argentum 401(k) Plan (VA) $4M · 26
Sensis, Inc. 401(k) Plan (CA) $4M · 114

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

The Raymond Company Pension Services, LLC 401(k) Plan (AZ) 8 · 0 off
Ph Financial Services Inc 401(k) Profit Sharing Plan (CA) 8 · 0 off
Turnbach, Warren, Rice, Frederick & Smith, P.C. 401(k) Retirement Plan (AL) 8 · 0 off
Logan, Inc. 401(k) Plan (MD) 8 · 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 Gwr Equities, LLC assets move in 2024? ▼

Gwr Equities, LLC grew at a solid clip - up 12.5% during 2024, from $4M to $4M. Reported net income was $456K.

How have Gwr 401(k) Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Gwr 401(k) Plan's sponsor-wide assets grew 37.3%, from $3M to $4M.

Which 401(k) plans are similar in size to Gwr Equities, LLC? ▼

Among 401(k) plans in other states, the closest by assets is Hipgnosis Songs Group, LLC in CA ($4M, 34 participants).

Which 401(k) plans cover a similar participant headcount to Gwr Equities, LLC? ▼

Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K 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 462130760.