Defined Benefit (Pension) · DOL Form 5500 · 2024

A&w Management Holdings, LLC Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
120
Participants Small participant base
63rd
Percentile by assets National rank
$117,924
Avg per participant Below avg balance/head
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Official DOL plan name: A&w Energy Cash Balance Plan · Sponsored by A&w Management Holdings, LLC · Texas · Retail Trade

$14M in assets, 120 participants

A&w Management Holdings, LLC's A&w Energy Cash Balance Plan reported $14M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #5,968 in Retail Trade (8,048 peers)

Coverage in Texas

A&w Energy Cash Balance Plan covers 120 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $14M.

#5,968
in Retail Trade (8,048 peers)
+9.2%
assets growth YoY

A&w Energy Cash Balance Plan's mid-pack asset rank among Retail Trade and all filers

A&w Energy Cash Balance Plan vs every filed plan by assets

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

$14,150,933 Top 37% higher than 63% 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

A&w Energy Cash Balance 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. A&w Energy Cash Balance Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • A&w Energy Cash Balance Plan reported participants rose from 104 in the plan year 2023 filing to 120 in the plan year 2024 filing.
  • A&w Energy Cash Balance Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 832795772 · A&w Management Holdings, LLC PY 2024 · Defined Benefit (Pension)

A&w Energy Cash Balance Plan · $14M · 120 · 63rd

  • EIN $14M
  • RANK 120
  • PHOTO 63rd
  • IND Defined Benefit (Pension)
  • EOY near Silgan White Cap Basic Non-Contributory Hourly Pension Plan
  • 5500 ind #5968

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 Retail Trade retirement plans → · Plans in Texas →

A&w Energy Cash Balance Plan in the asset neighbourhood

Elwyn New Jersey Retirement PlanElwyn New Jersey Retirement …$14MA&w Energy Cash Balance Plan$14MSilgan White Cap Basic Non-Contributory Hourly Pension PlanSilgan White Cap Basic Non-C…$14MToledo Technologies Hourly Pension PlanToledo Technologies Hourly P…$14MInstrumentation Laboratory Retirement PlanInstrumentation Laboratory R…$14M
End-of-year total assets ($M) among A&w Energy Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN832795772
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A&w Management Holdings, LLC)

Sponsor-wide plan assets over time

All A&w Management Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 413.27276183511293% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $4.13M $21.2M ▲ +413.3%
Year Plans Participants Total Assets
2022 1 106 $4M
2023 2 233 $19M
2024 2 261 $21M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

A&w Energy Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants A&w Energy Cash Balance Plan, Total assets ($B): 0.014150933 · Participants: 120A&w Energy Cash Balance PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
A&w Energy Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare A&w Energy Cash Balance Plan side-by-side with 3 peers →

A&w Energy Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Silgan White Cap Basic Non-Contributory Hourly Pension Plan in CA ($14M); by covered participants it is Orthocarolina Cash Balance Pension Plan in NC (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 A&w Energy Cash Balance Plan assets move in 2024? ▼
A&w Energy Cash Balance Plan grew at a solid clip - up 9.2% during 2024, from $13M to $14M. Reported net income was $1M.
How have A&w Management Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A&w Management Holdings, LLC's sponsor-wide assets grew 413.3%, from $4M to $21M.
Which Defined Benefit (Pension) plans are similar in size to A&w Energy Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Silgan White Cap Basic Non-Contributory Hourly Pension Plan in CA ($14M, 100 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to A&w Energy Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Orthocarolina Cash Balance Pension Plan in NC (120 participants, $34M 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 832795772.

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.