401(k) · DOL Form 5500 · 2022

J.W. Speaker Corporation 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
505
Participants Below avg headcount
84th
Percentile by assets National rank
$65,784
Avg per participant Below avg balance/head
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Official DOL plan name: J.W. Speaker Corporation 401 (K) Plan · Sponsored by J.W. Speaker Corporation · Wisconsin · Manufacturing

$33M in assets, 505 participants

J.W. Speaker Corporation's J.W. Speaker Corporation 401 (K) Plan reported $33M in total assets and 505 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,874 in Manufacturing (20,602 peers)

Where J.W. Speaker Corporation 401 (K) Plan sits by assets

J.W. Speaker Corporation 401 (K) Plan sits in the top quartile of all filed plans by assets, $33M for 505 participants (~$65,784/participant), down 12.5% in 2022.

#15,874
in Manufacturing (20,602 peers)
-12.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J.W. Speaker Corporation 401 (K) Plan's outsized position by total assets

J.W. Speaker Corporation 401 (K) Plan vs every filed plan by assets

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

$33,220,915 Top 16% higher than 84% 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

J.W. Speaker Corporation 401 (K) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.W. Speaker Corporation 401 (K) Plan sits mid-pack in the medium band (505 participants).

Form 5500 schedule snapshot

Filing strip 390626040 · J.W. Speaker Corporation PY 2022 · 401(k)

J.W. Speaker Corporation 401 (K) Plan · $33M · 505 · 84th

  • NET $33M
  • NET 505
  • NET 84th
  • NET 401(k)
  • NET near The Doall Group Profit Sharing Plan
  • NET ind #15874

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 Manufacturing retirement plans → · Plans in Wisconsin →

J.W. Speaker Corporation 401 (K) Plan in the asset neighbourhood

J.W. Speaker Corporation 401 (K) PlanJ.W. Speaker Corporation 401…$33MThe Doall Group Profit Sharing PlanThe Doall Group Profit Shari…$33MNorthpoint Development, LLC 401(k) Safe Harbor PlanNorthpoint Development, LLC …$33MPlanters Bank Employee Stock Ownership and 401(k) Retirement Savings PlanPlanters Bank Employee Stock…$33MVenator Americas LLC 401(k) PlanVenator Americas LLC 401(k) …$33M
End-of-year total assets ($M) among J.W. Speaker Corporation 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$33M
Net Income-$5M
Employer EIN390626040
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.W. Speaker Corporation)

Sponsor-wide plan assets over time

All J.W. Speaker Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$49M 46.54637899046429% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $33.2M $48.7M ▲ +46.5%
Year Plans Participants Total Assets
2022 1 505 $33M
2023 1 556 $41M
2024 1 537 $49M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

J.W. Speaker Corporation 401 (K) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants J.W. Speaker Corporation 401 (K) Plan, Total assets ($B): 0.033220915 · Participants: 505J.W. Speaker Corporation 401 (K) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
J.W. Speaker Corporation 401 (K) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare J.W. Speaker Corporation 401 (K) Plan side-by-side with 3 peers →

J.W. Speaker Corporation 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Doall Group Profit Sharing Plan in IL ($33M); by covered participants it is Cst Industries, Inc. 401(k) Profit Sharing Plan in KS (505 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (505 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 J.W. Speaker Corporation 401 (K) Plan assets move in 2022? ▼
J.W. Speaker Corporation 401 (K) Plan pulled back noticeably - down 12.5% during 2022, from $38M to $33M. Reported net income was -$5M.
How have J.W. Speaker Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.W. Speaker Corporation's sponsor-wide assets grew 46.5%, from $33M to $49M.
Where does J.W. Speaker Corporation 401 (K) Plan rank by assets among Form 5500 filers? ▼
J.W. Speaker Corporation 401 (K) Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to J.W. Speaker Corporation 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Doall Group Profit Sharing Plan in IL ($33M, 450 participants).
Which 401(k) plans cover a similar participant headcount to J.W. Speaker Corporation 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cst Industries, Inc. 401(k) Profit Sharing Plan in KS (505 participants, $47M 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 390626040.

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.