401(k) · DOL Form 5500 · 2024

Bwi Holding Company 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$656,153
Avg per participant High balance/head
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Official DOL plan name: Bwi Holding Company 401(k) Plan · Sponsored by Bwi Holding Company · Wisconsin · Real Estate

$1M in assets, 2 participants

Bwi Holding Company's Bwi Holding Company 401(k) Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,991 in Real Estate (4,605 peers)

Bwi Holding Company multi-year trail

Bwi Holding Company's plans moved +100.6% in assets from 2022 to 2024; this filing shows Bwi Holding Company 401(k) Plan at $1M / 2 participants.

#1,991
in Real Estate (4,605 peers)
-4.1%
assets change YoY

The plan reported a net loss of $56K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bwi Holding Company 401(k) Plan among the smaller filed plans by assets

Bwi Holding Company 401(k) Plan vs every filed plan by assets

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

$1,312,306 25th percentile higher than 25% 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

Bwi Holding Company 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bwi Holding Company 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bwi Holding Company 401(k) Plan reported net income fell from $714K in the plan year 2023 filing to -$56K in the plan year 2024 filing.
  • Bwi Holding Company 401(k) Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 852412254 · Bwi Holding Company PY 2024 · 401(k)

Bwi Holding Company 401(k) Plan · $1M · 2 · 25th

  • PCT $1M
  • PCT 2
  • PCT 25th
  • PCT 401(k)
  • PCT near Petra Capital Partners, LLC 401(k) Plan
  • PCT ind #1991

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 Wisconsin →

Bwi Holding Company 401(k) Plan in the asset neighbourhood

Bwi Holding Company 401(k) PlanBwi Holding Company 401(k) P…$1MPetra Capital Partners, LLC 401(k) PlanPetra Capital Partners, LLC …$1MEnco Systems Inc 401(k) Plan$1MThree Forks Ranch Corp. 401(k) PlanThree Forks Ranch Corp. 401(…$1MLeading Edge Aviation Inc 401(k) Profit Sharing Plan & TrustLeading Edge Aviation Inc 40…$1M
End-of-year total assets ($M) among Bwi Holding Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bwi Holding Company multi-year asset trail

Sponsor-wide plan assets over time

All Bwi Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$1M 100.58847985717519% vs 2022
2024 filing year
$0.5M$1M$1.5M 202220232024 $0.65M $1.31M ▲ +101.5%
Year Plans Participants Total Assets
2022 1 2 $654K
2023 1 2 $1M
2024 1 2 $1M

Bwi Holding Company filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$56K
Employer EIN852412254
Plan Effective Date2020-08-07
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Bwi Holding Company 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Bwi Holding Company 401(k) Plan, Total assets ($B): 0.001312306 · Participants: 2Bwi Holding Company 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Bwi Holding Company 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bwi Holding Company 401(k) Plan side-by-side with 3 peers →

Bwi Holding Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Petra Capital Partners, LLC 401(k) Plan in TN ($1M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Bwi Holding Company 401(k) Plan assets move in 2024? ▼
Bwi Holding Company 401(k) Plan edged down modestly - down 4.1% during 2024, from $1M to $1M. Reported net income was -$56K.
How have Bwi Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bwi Holding Company's sponsor-wide assets grew 100.6%, from $654K to $1M.
Where does Bwi Holding Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Bwi Holding Company 401(k) Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Bwi Holding Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Petra Capital Partners, LLC 401(k) Plan in TN ($1M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Bwi Holding Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 852412254.

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.