How big is MWI, Inc.'s plan?

MWI, Inc.'s plan reported $640K in assets and 10 participants for 2024.

Original filing (PDF)20250729134042NAL0001654803001

MWI, Inc.

Name: MWI, Inc. — MWI, Inc. Cash Balance Plan, Form 5500 (2024)
Creator: MWI, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MWI, Inc. Cash Balance Plan

Defined-benefit pension plan · MWI, Inc.'s MWI, Inc. Cash Balance Plan held $640K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$640K

Net assets (EOY)

$640K

People on this filing

JANA BACA signed MWI, Inc.'s 2024 Form 5500 as plan administrator.

JANA BACA — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

MWI, Inc.'s EIN is 26-0422094.

EIN 26-0422094

Plan number 002

Plan year 2024

ACK ID 20250729134042NAL0001654803001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MWI, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MWI, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MWI, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

MWI, INC.

EIN

all filings

Address

P.O. BOX 30670 · ALBUQUERQUE, NM · 87190

Phone

(505) 507-1271

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

1A · Pay-related DB formula

1D · Floor-offset DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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