ESOP · DOL Form 5500 · 2022

Jwd Group, Inc. ESOP

Data updated 2026-08-25

$48M
Total assets Below avg plan size
226
Participants Below avg headcount
88th
Percentile by assets National rank
$212,986
Avg per participant Above avg balance/head
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Official DOL plan name: Jwd Group, Inc Employee Stock Ownership Plan · Sponsored by Jwd Group, Inc. · New York · Construction

$48M in assets, 226 participants

Jwd Group, Inc.'s Jwd Group, Inc Employee Stock Ownership Plan reported $48M in total assets and 226 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #8,542 in Construction (9,927 peers)

Coverage in New York

Jwd Group, Inc Employee Stock Ownership Plan covers 226 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $48M.

#8,542
in Construction (9,927 peers)
-2.7%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $940K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jwd Group, Inc Employee Stock Ownership Plan's outsized position by total assets

Jwd Group, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$48,134,913 Top 12% higher than 88% 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

Jwd Group, Inc Employee Stock Ownership 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. Jwd Group, Inc Employee Stock Ownership Plan sits mid-pack in the medium band (226 participants).

Plan-year Form 5500 strip

Filing strip 161237691 · Jwd Group, Inc. PY 2022 · ESOP

Jwd Group, Inc Employee Stock Ownership Plan · $48M · 226 · 88th

  • EBSA $48M
  • PART 226
  • TYPE 88th
  • NET ESOP
  • BOOK near Biozyme Incorporated Employee Stock Ownership Plan
  • VS-ST ind #8542

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 What is an ESOP? → · Plans in New York →

Jwd Group, Inc Employee Stock Ownership Plan in the asset neighbourhood

Das Employee Stock Ownership PlanDas Employee Stock Ownership…$48MGodshall's Quality Meats Employee Stock Ownership PlanGodshall's Quality Meats Emp…$48MGerald H. Phipps, Inc. Employees' Stock Ownership PlanGerald H. Phipps, Inc. Emplo…$48MBiozyme Incorporated Employee Stock Ownership PlanBiozyme Incorporated Employe…$48MJwd Group, Inc Employee Stock Ownership PlanJwd Group, Inc Employee Stoc…$48M
End-of-year total assets ($M) among Jwd Group, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$39M
Net Income-$940K
Employer EIN161237691
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jwd Group, Inc.)

Sponsor-wide plan assets over time

All Jwd Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$93M 26.82790058779157% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $73.1M $92.7M ▲ +26.8%
Year Plans Participants Total Assets
2022 2 464 $73M
2023 2 441 $82M
2024 2 459 $93M

Nearby ESOP Plans in New York

Peer ESOP plans, same state, same plan type, ranked by total assets.

Jwd Group, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 02004006008001000 Total assets ($M) Participants Jwd Group, Inc Employee Stock Ownership Plan, Total assets ($M): 48.134913 · Participants: 226Jwd Group, Inc Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Jwd Group, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Jwd Group, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Jwd Group, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Biozyme Incorporated Employee Stock Ownership Plan in MO ($48M); by covered participants it is Enroute Computer Solutions ESOP in NJ (226 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (226 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 Jwd Group, Inc Employee Stock Ownership Plan assets move in 2022? ▼
Jwd Group, Inc Employee Stock Ownership Plan edged down modestly - down 2.7% during 2022, from $49M to $48M. Reported net income was -$940K.
How have Jwd Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jwd Group, Inc.'s sponsor-wide assets grew 26.8%, from $73M to $93M.
Where does Jwd Group, Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Jwd Group, Inc Employee Stock Ownership Plan ranks in the 88th 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 ESOP plans are similar in size to Jwd Group, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Biozyme Incorporated Employee Stock Ownership Plan in MO ($48M, 69 participants).
Which ESOP plans cover a similar participant headcount to Jwd Group, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Enroute Computer Solutions ESOP in NJ (226 participants, $20M 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 161237691.

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.