Defined Benefit (Pension) · DOL Form 5500 · 2022

Jetter Wealth Management Pension Plan

Data updated 2026-08-25

$428K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$214,103
Avg per participant Above avg balance/head
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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.

  • #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.

#996
in Finance & Insurance (9,261 peers)
+26.7%
assets growth YoY

Jetter Wealth Management Cash Balance Plan among the smaller filed plans by 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 $2,050,000,000 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

Jetter Wealth Management Cash Balance Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jetter Wealth Management Cash Balance Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 261495090 · Jetter Wealth Management PY 2022 · Defined Benefit (Pension)

Jetter Wealth Management Cash Balance Plan · $428K · 2 · 17th

  • SCH $428K
  • SCH 2
  • SCH 17th
  • SCH Defined Benefit (Pension)
  • SCH near Pension Plan for Hourly Paid Employees of the Gary, in Plant of Amg Resources
  • SCH ind #996

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New Jersey →

Jetter Wealth Management Cash Balance Plan in the asset neighbourhood

Jetter Wealth Management Cash Balance PlanJetter Wealth Management Cas…$428KPension Plan for Hourly Paid Employees of the Gary, in Plant of Amg ResourcesPension Plan for Hourly Paid…$428KAmerican Soybean Association Retirement PlanAmerican Soybean Association…$426KC Brook Ventures Inc Retirement Plan and TrustC Brook Ventures Inc Retirem…$425KPacesetter Productions Inc Defined Benefit Pension PlanPacesetter Productions Inc D…$424K
End-of-year total assets ($M) among Jetter Wealth Management Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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 ($B) Participants Jetter Wealth Management Cash Balance Plan, Total assets ($B): 0.000428206 · Participants: 2Jetter Wealth Management Cash Balance PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan for Associates
Jetter Wealth Management Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Jetter Wealth Management Cash Balance Plan side-by-side with 3 peers →

Jetter Wealth Management Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Pension Plan for Hourly Paid Employees of the Gary, in Plant of Amg Resources in PA ($428K); by covered participants it is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jetter Wealth Management Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants, N/A in assets).

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.