Defined Benefit (Pension) · DOL Form 5500 · 2022

Jetter Wealth Management Pension Plan

Data updated 2026-08-11

$428K
Total assets
2
Participants
17th
Percentile by assets
$214,103
Avg per participant
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Official DOL plan name: Jetter Wealth Management Cash Balance Plan · Sponsored by Jetter Wealth Management · New Jersey · Finance & Insurance

$428K in assets, 2 participants

Jetter Wealth Management's Jetter Wealth Management Cash Balance Plan reported $428K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 17th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 17th percentile by assets (of 139,126 plans)
  • #996 in Finance & Insurance (9,261 peers)

2022 asset change

Jetter Wealth Management Cash Balance Plan grew sharply 26.7% in 2022 ($338K → $428K) for 2 participants.

$428K
total plan assets (2022 EOY)
2
covered participants
17th
percentile by assets (of 139,126 plans)
$214,103
avg assets per participant

Where Jetter Wealth Management Cash Balance Plan sits by total assets

Jetter Wealth Management Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$428,206 17th percentile higher than 17% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
New Jersey
Industry
Finance & Insurance

2022 asset move for Jetter Wealth Management Cash Balance Plan

Year over year, total assets grew sharply from $338K at the start of 2022 to $428K at year-end (up 26.7%). Net assets closed at $428K; reported net income $90K.

2022 asset-move particulars

Total Assets (Beginning of Year)$338K
Net Assets (End of Year)$428K
Net Income$90K
Employer EIN261495090
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Jetter Wealth Management Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Jetter Wealth Manage…, Total assets ($B): 0.000428206 · Participants: 2Jetter Wealth Manage…Retirement Plan of J…, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of J…JPMorgan Chase Retir…, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retir…Nokia Retirement Inc…, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Inc…The Prudential Merge…, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merge…Verizon Pension Plan…, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan…
Jetter Wealth Management Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Jetter Wealth Management Cash Balance Pl… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Jetter Wealth Management Cash Balance Plan by total assets, not by location.

Frequently Asked Questions

How did Jetter Wealth Management Cash Balance Plan assets move in 2022? ▼
Jetter Wealth Management Cash Balance Plan grew sharply - up 26.7% during 2022, from $338K to $428K. Reported net income was $90K.
Where does Jetter Wealth Management Cash Balance Plan rank by assets among Form 5500 filers? ▼
Jetter Wealth Management Cash Balance Plan ranks in the 17th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Jetter Wealth Management Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Hourly Paid Employees of the Gary, in Plant of Amg Resources in PA ($428K, 2 participants).

Next read for Jetter Wealth Management Cash Balance Pl…

2022 change

Ways to act on Jetter Wealth Management Cash Balance Plan's numbers.

  • By total assets, Jetter Wealth Management Cash Balance Plan ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Jersey. Compare plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261495090.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.