How many benefit plans does A&W Management Holdings, LLC report on Form 5500?

A&W Management Holdings, LLC (EIN 83-2795772) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for A&W Management Holdings, LLC?

The Employer Identification Number (EIN) reported for A&W Management Holdings, LLC is 83-2795772.

What is the latest Form 5500 filing year for A&W Management Holdings, LLC?

The latest loaded Form 5500 filing year for A&W Management Holdings, LLC is 2023.

A&W Management Holdings, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, A&W Management Holdings, LLC (EIN 83-2795772) is a plan sponsor located in Fort Worth, TX with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 83-2795772
Location: Fort Worth, TX
Loaded plans: 3
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for A&W Management Holdings, LLC

3 loaded plans hold $18.5M in reported assets.
The largest, A&W Energy Cash Balance Plan, holds 70% of this company's reported plan assets.
Plans cover 535 reported participants.
2 of 3 plans report full financial statements.
2 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$18.5MSummed across loaded plans$18,527,773

Total reported assets$18.5M$18,527,773

Total reported participants535

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$18.5M total assets

Net assets$18.5MLiabilities$0

Contributions & income

Employer contributions$968.3K

Participant contributions$310.2K

Total income / additions$3M

Expenses & distributions

Benefits paid / distributions$294.5K

Total expenses$405.9K

Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements2 / 3 (67%)

Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets70%A&W Energy Cash Balance Plan

Participants per plan178Average across loaded plans

Loaded plans3

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
A&W Energy Cash Balance Plan$13M
Plan #002 · 137 participants · 2023
2
A & W Energy 401(K) Plan$5.6M
Plan #001 · 233 participants · 2023
3
A&W Management Holdings, LLC Employee Welfare Benefits Plannot reported in the loaded dataset
Plan #501 · 165 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for A&W Management Holdings, LLC. Open one for its full reported snapshot.

2023
A&W Management Holdings, LLC Employee Welfare Benefits Plan174 participants · 2No schedules
View filing →
2023
A&W Management Holdings, LLC Employee Welfare Benefits Plan140 participants · 2No schedules
View filing →
2023
A&W Management Holdings, LLC Employee Welfare Benefits Plan165 participants · 2No schedules
View filing →
2023
A & W Energy 401(K) Plan233 participants · 2Sch HSch C
View filing →
2023
A&W Energy Cash Balance Plan137 participants · 2Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does A&W Management Holdings, LLC report on Form 5500?: A&W Management Holdings, LLC (EIN 83-2795772) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for A&W Management Holdings, LLC?: The Employer Identification Number (EIN) reported for A&W Management Holdings, LLC is 83-2795772.
What is the latest Form 5500 filing year for A&W Management Holdings, LLC?: The latest loaded Form 5500 filing year for A&W Management Holdings, LLC is 2023.