PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CSW INDUSTRIALS, INC.
Sponsor portfolioTH

CSW INDUSTRIALS, INC.

EIN 47-2266942-consumer goods-Latest filing 2025
Plans
3
Retirement
2
$208.3M assets
Welfare
1
$4.6M premiums
Participants
3,688
5420 LYNDON B. JOHNSON FREEWAY, SUITE 500 - DALLAS, TX 75240214-884-3811cswindustrials.comLinkedIn1001-5000 employeesconsumer goods
Plans on this EIN
3 filings
#002ESOP-$131.1M - 1,329 part#003401k-$77.2M - 1,278 part#501Mixed-$4.6M - 2,461 lives

Retirement portfolio analytics

2 plans aggregated / $208.3M assets / 2,607 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • EMPLOYEE STOCK OWNERSHIP (#002)63%
  • INC. EMPLOYEE Savings (#003)37%
Total $208.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)1,329
  • INC. EMPLOYEE Savings (#003)1,278
Total 2,607Click row to drill in

Benefits portfolio analytics

1 plan / $4.6M premiums / 2,461 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.5M
  • Health$3.6M
  • Dental$3.6M
  • Prescription drug$3.6M
  • Life$676K
  • Long-term disability$676K
  • +1 more
Total $4.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY83%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA15%
  • EYEMED VISION CARE1%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $4.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • CSW INDUSTRIALS, INC.49%
  • MARSH & MCLENNAN AGENCY LLC47%
  • THE NIA GROUP4%
Total $134K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$131.1M
Participants1,329
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CSW INDUSTRIALS, INC. EMPLOYEE SAVINGS PLAN

401k

Assets$77.2M
Participants1,278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CSW INDUSTRIALS, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$4.6M
Covered lives2,461
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$131.1M1,3292025
003CSW INDUSTRIALS, INC. EMPLOYEE SAVINGS PLAN401k$77.2M1,2782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CSW INDUSTRIALS, INC. HEALTH AND WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$4.6M2,4612025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica