Plan Ledger DOL Form 5500 · updated monthly

Cwu, Inc.401(k)

CWU, INC. PLAN-002 · TAMPA, FL · plan year 2023

Employer contribution per participant · 2023
$2,267

Cwu, Inc.'s 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $7,302,747 across 180 participant accounts, with employer contributions averaging $2,267 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (2,117th of 3,644), and 8,948th of 11,654 in professional & technical services. In 2023, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,302,747
Participants with balances180
Active participants186
Employer contributions$421,681
Employee contributions$746,522
Employer contribution per active participant$2,267
Average account balance$40,571
Benefits paid to participants$1,068,268
Plan auditUnmodified (clean) audit opinion
AuditorRIVERO, GORDIMER & COMPANY, P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $94K emplr
2023$7.3M · 180 accts · $422K emplr
2022$6.1M · 174 accts · $528K emplr
The Cwu, Inc. 401(k) match · 2023
Employer contribution per active participant$2,267
Median for plans this size$1,308
2023$2,267 per active participant
2022$3,002 per active participant

Cwu, Inc.'s 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 260091642 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.