401(k) · DOL Form 5500 · 2024

Mal Warwick & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: 61
Participants Small participant base: 64th
Percentile by assets National rank: $240,006
Avg per participant Above avg balance/head

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Official DOL plan name: Mwa 401(k) & ESOP · Sponsored by Mal Warwick & Associates, Inc. · California · Administrative & Support Services

$15M in assets, 61 participants

Mal Warwick & Associates, Inc.'s Mwa 401(k) & ESOP reported $15M in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

#3,513 in Administrative & Support Services (4,368 peers)

Mal Warwick & Associates, Inc. multi-year trail

Mal Warwick & Associates, Inc.'s plans moved +11.2% in assets from 2022 to 2024; this filing shows Mwa 401(k) & ESOP at $15M / 61 participants.

#3,513
in Administrative & Support Services (4,368 peers): +14.7%
assets growth YoY

Mwa 401(k) & ESOP's mid-pack asset rank among Administrative & Support Services and all filers

Mwa 401(k) & ESOP vs every filed plan by assets

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

$14,640,354 Top 36% higher than 64% 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

Mwa 401(k) & ESOP among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mwa 401(k) & ESOP is a small filing (61 participants) on this national headcount ladder.

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%)

Mwa 401(k) & ESOP reported net income rose from -$411K in the plan year 2023 filing to $2M in the plan year 2024 filing.
Mwa 401(k) & ESOP end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Mwa 401(k) & ESOP reported participants fell from 65 in the plan year 2023 filing to 61 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942914158 · Mal Warwick & Associates, Inc. PY 2024 · 401(k)

Mwa 401(k) & ESOP · $15M · 61 · 64th

5500 $15M
ASSETS 61
PCT 64th
EIN 401(k)
RANK near Wick Buildings, Inc. Savings Plan
PHOTO ind #3513

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 Administrative & Support Services retirement plans → · Plans in California →

End-of-year total assets ($M) among Mwa 401(k) & ESOP and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mal Warwick & Associates, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $15M 11.166217039045506% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	56	$13M
2023	1	65	$13M
2024	1	61	$15M

Mal Warwick & Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$15M
Net Income	$2M
Employer EIN	942914158
Plan Effective Date	2001-03-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Mwa 401(k) & ESOP vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Mwa 401(k) & ESOP side-by-side with 3 peers →

Mwa 401(k) & ESOP's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Wick Buildings, Inc. Savings Plan in WI ($15M); by covered participants it is Dynamic Design Solutions 401(k) Plan in NC (61 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Wick Buildings, Inc. Savings Plan (WI) $15M · 137
T Bank, N.a. Employee Savings Plan (TX) $15M · 157
Allego Inc 401(k) Profit Sharing Plan and Trust (MA) $15M · 132
Ki Mobility 401(k) Plan (WI) $15M · 404

Similar participant headcount

Nearest other-state filings by covered participants (61 participants); asset peers above are excluded.

Dynamic Design Solutions 401(k) Plan (NC) 61 · 0 off
Open Sky Wilderness 401(k) Plan (CO) 61 · 0 off
Kentland Bank Employees' Savings & Profit Sharing Plan (IN) 61 · 0 off
Banner County Ban Corporation Employee Stock Ownership Plan & Trust (NE) 61 · 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 Mwa 401(k) & ESOP assets move in 2024? ▼

Mwa 401(k) & ESOP grew at a solid clip - up 14.7% during 2024, from $13M to $15M. Reported net income was $2M.

How have Mal Warwick & Associates, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Mal Warwick & Associates, Inc.'s sponsor-wide assets grew 11.2%, from $13M to $15M.

Which 401(k) plans are similar in size to Mwa 401(k) & ESOP? ▼

Among 401(k) plans in other states, the closest by assets is Wick Buildings, Inc. Savings Plan in WI ($15M, 137 participants).

Which 401(k) plans cover a similar participant headcount to Mwa 401(k) & ESOP? ▼

Among 401(k) plans in other states, the closest by covered participants is Dynamic Design Solutions 401(k) Plan in NC (61 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 942914158.