Plan Ledger DOL Form 5500 · updated monthly

Tcw Holdings, Inc.ESOP

TCW HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · NASHVILLE, TN · plan year 2024

Employer contribution per participant · 2024
$9,428

Tcw Holdings, Inc.'s 2024 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 $22,800,800 across 527 participant accounts, with employer contributions averaging $9,428 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 505th-largest of 1,496 plans among Tennessee employers on file, and the 671st of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$22,800,800
Participants with balances527
Active participants431
Employer contributions$4,063,398
Employee contributions—
Employer contribution per active participant$9,428
Average account balance$43,265
Benefits paid to participants$536,356
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.8M · 527 accts · $4.1M emplr
2023$17.6M · 514 accts · $4.1M emplr
2022$14.5M · 438 accts · $4.1M emplr
Employer contributions to the Tcw Holdings, Inc. plan · 2024
Employer contribution per active participant$9,428
Median for plans this size$2,416
2024$9,428 per active participant
2023$8,857 per active participant
2022$9,276 per active participant

Tcw Holdings, Inc.'s 2024 employer contribution ran above the $2,416 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
Similar plansTransportation & Warehousing · Tennessee
V Alexander & Co., Inc. TN$36.0M · 0.42%
Paladin Capital, Inc. TN$26.6M · 0.53%
Cryoport, Inc. TN$22.3M · 0.31%
Vrc Companies, LLC TN$21.7M · 0.50%
Tcw Admin, Inc. TN$19.5M · 0.82%
Danny Herman Trucking, Inc. TN$19.3M · 0.46%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 472451949 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.