Profit Sharing · DOL Form 5500 · 2024

C & S Ware Investments Inc. Profit Sharing Plan

Data updated 2026-08-25

$221K
Total assets Small plan by assets: 2
Participants Small participant base: 11th
Percentile by assets National rank: $110,338
Avg per participant Below avg balance/head

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Official DOL plan name: C & S Ware Investments Inc. Retirement Plan · Sponsored by C & S Ware Investments Inc. · Texas · Other Services

$221K in assets, 2 participants

C & S Ware Investments Inc.'s C & S Ware Investments Inc. Retirement Plan reported $221K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

#1,836 in Other Services (7,719 peers)

C & S Ware Investments Inc. multi-year trail

C & S Ware Investments Inc.'s plans moved -13.1% in assets from 2022 to 2024; this filing shows C & S Ware Investments Inc. Retirement Plan at $221K / 2 participants.

#1,836
in Other Services (7,719 peers): -14.0%
assets change YoY

The plan reported a net loss of $36K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

C & S Ware Investments Inc. Retirement Plan among the smaller filed plans by assets

C & S Ware Investments Inc. Retirement Plan vs every filed plan by assets

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

$220,675 11th percentile higher than 11% 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

C & S Ware Investments Inc. Retirement 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. C & S Ware Investments Inc. Retirement Plan is a micro filing (2 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%)

C & S Ware Investments Inc. Retirement Plan reported net income fell from $3K in the plan year 2023 filing to -$36K in the plan year 2024 filing.
C & S Ware Investments Inc. Retirement Plan end-of-year assets fell from $257K in the plan year 2023 filing to $221K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 460938618 · C & S Ware Investments Inc. PY 2024 · Profit Sharing

C & S Ware Investments Inc. Retirement Plan · $221K · 2 · 11th

SCH $221K
EBSA 2
PART 11th
TYPE Profit Sharing
NET near Wol Ventures Inc. Retirement Plan
BOOK ind #1836

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 Other Services retirement plans → · Plans in Texas →

End-of-year total assets ($M) among C & S Ware Investments Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

C & S Ware Investments Inc. multi-year asset trail

Latest sponsor-wide plan assets: $221K 13.1450409921558% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$254K
2023	1	2	$257K
2024	1	2	$221K

C & S Ware Investments Inc. filing trail (2024)

Total Assets (Beginning of Year)	$257K
Net Assets (End of Year)	$221K
Net Income	-$36K
Employer EIN	460938618
Plan Effective Date	2012-09-07
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

C & S Ware Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

Baylor College of Medicine Retirement Plan $2.0B · 10,721
H-E-B Partner Stock Plan $1.6B · 103,962
The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069

Compare C & S Ware Investments Inc. Retirement Plan side-by-side with 3 peers →

C & S Ware Investments Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Wol Ventures Inc. Retirement Plan in MA ($221K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($221K here).

Wol Ventures Inc. Retirement Plan (MA) $221K · 1
Mcclain Services Incorporated Retirement Plan (PA) $221K · 6
Akano Holdings Inc. Retirement Plan (CT) $221K · 5
Ammaa Home Services, Inc. Profit Sharing Plan (NC) $220K · 1

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Johnson Goldberg & Brown, Ltd Profit Sharing Plan (IL) 2 · 0 off
Group H Capital Corporation Profit Sharing Plan and Trust (VA) 2 · 0 off
Stenorkat Corporation Profit Sharing Plan (MA) 2 · 0 off
Short Enterprises, Inc. Profit Sharing Plan and Trust (CO) 2 · 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 C & S Ware Investments Inc. Retirement Plan assets move in 2024? ▼

C & S Ware Investments Inc. Retirement Plan pulled back noticeably - down 14.0% during 2024, from $257K to $221K. Reported net income was -$36K.

How have C & S Ware Investments Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), C & S Ware Investments Inc.'s sponsor-wide assets declined 13.1%, from $254K to $221K.

Where does C & S Ware Investments Inc. Retirement Plan rank by assets among Form 5500 filers? ▼

C & S Ware Investments Inc. Retirement Plan ranks in the 11th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which Profit Sharing plans are similar in size to C & S Ware Investments Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Wol Ventures Inc. Retirement Plan in MA ($221K, 1 participant).

Which Profit Sharing plans cover a similar participant headcount to C & S Ware Investments Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 460938618.