Department of Labor filing

CSW, INC.

CSW, INC. 401(K) PROFIT SHARING PLAN · For the plan year ended Sep 30, 2025

Public filing 2024 · received Feb 4, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

19filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$1,222

Reported employer contributions per active participant.

Higher than about 27% of comparable plans

#People in the filing

111

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$738 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 0% of comparable plans

↗Investment performance

Not available

Plan assets changed -7.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202419out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions27th percentileTypical peer $1,943 · based on 715 comparable plans

Lower reported administrative expense0th percentileTypical peer $160 · based on 736 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Sep 30, 2025, CSW, INC. reported $135,623 in employer contributions across the plan and 111 active participants. That works out to $1,222 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy84%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 1.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 91.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context19/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $135,623
Participant contributions: $593,778
Other contributions: $599
Employer share of reported contributions: 18.6%
Beginning assets: $16,030,378
Ending assets: $14,780,690
Ending net assets: $14,780,690
Ending liabilities: $0
Total income: $2,417,047
Total expenses: $3,666,735
Administrative expenses: $106,948
Participant loans: $201,195

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,242

2023

$1,371

2024

$1,222

Plan-paid administrative expenses per participant

2022

$385

2023

$414

2024

$738

Active participants

2022

117

2023

116

2024

111

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,222	111	14.8M	20260204182735NAL0002053059001
2023	$1,371	116	16M	20250320111811NAL0003429763001
2022	$1,242	117	13M	20240312111522NAL0044451232001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.4%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 042226585-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 1, 1989
Industry: Industry group 339
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

Current plan terms

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Filing ACK_ID20260204182735NAL0002053059001

Data sourceDOL Form 5500 bulk data ↗

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