401(k) · DOL Form 5500 · 2023

Jtw & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$814K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$203,389
Avg per participant Above avg balance/head
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Official DOL plan name: Jtw & Associates, Inc. 401(k) Retirement Savings Plan · Sponsored by Jtw & Associates, Inc. · California · Finance & Insurance

$814K in assets, 4 participants

Jtw & Associates, Inc.'s Jtw & Associates, Inc. 401(k) Retirement Savings Plan reported $814K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,214 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Jtw & Associates, Inc. 401(k) Retirement Savings Plan holds $814K for 4 participants - about $203,389 per participant, among the smaller plans by assets on file.

#1,214
in Finance & Insurance (8,869 peers)
+1.9%
assets growth YoY

Jtw & Associates, Inc. 401(k) Retirement Savings Plan among the smaller filed plans by assets

Jtw & Associates, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$813,555 22nd percentile higher than 22% of 127,068 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 2023

Jtw & Associates, Inc. 401(k) Retirement Savings Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jtw & Associates, Inc. 401(k) Retirement Savings Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jtw & Associates, Inc. 401(k) Retirement Savings Plan reported net income rose from -$34K in the plan year 2022 filing to $15K in the plan year 2023 filing.
  • Jtw & Associates, Inc. 401(k) Retirement Savings Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Jtw & Associates, Inc. 401(k) Retirement Savings Plan end-of-year assets rose from $798K in the plan year 2022 filing to $814K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341979202 · Jtw & Associates, Inc. PY 2023 · 401(k)

Jtw & Associates, Inc. 401(k) Retirement Savings Plan · $814K · 4 · 22nd

  • PHOTO $814K
  • IND 4
  • EOY 22nd
  • 5500 401(k)
  • ASSETS near Southeast Lawn Care, Inc. - Pension Transfer Trust Plan
  • PCT ind #1214

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 California →

Jtw & Associates, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

Jtw & Associates, Inc. 401(k) Retirement Savings PlanJtw & Associates, Inc. 401(k…$814KSoutheast Lawn Care, Inc. - Pension Transfer Trust PlanSoutheast Lawn Care, Inc. - …$814KHcd International 401(k) Profit Sharing Plan & TrustHcd International 401(k) Pro…$813KSaky Homecare 401(k)$814KCelebration, Inc. Partner Investment PlanCelebration, Inc. Partner In…$813K
End-of-year total assets ($M) among Jtw & Associates, Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$798K
Net Assets (End of Year)$814K
Net Income$15K
Employer EIN341979202
Plan Effective Date2006-02-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Jtw & Associates, Inc.)

Sponsor-wide plan assets over time

All Jtw & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$814K 1.9212772434632601% vs 2022
2023 filing year
$0.8M$0.8M$0.81M$0.81M$0.82M 20222023 $0.8M $0.81M ▲ +1.3%
Year Plans Participants Total Assets
2022 1 3 $798K
2023 1 4 $814K

Nearby 401(k) Plans in California

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

Jtw & Associates, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jtw & Associates, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.000813555 · Participants: 4Jtw & Associates, Inc. 401(k) Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Jtw & Associates, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jtw & Associates, Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Jtw & Associates, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Southeast Lawn Care, Inc. - Pension Transfer Trust Plan in SC ($814K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jtw & Associates, Inc. 401(k) Retirement Savings Plan assets move in 2023? ▼
Jtw & Associates, Inc. 401(k) Retirement Savings Plan edged up modestly - up 1.9% during 2023, from $798K to $814K. Reported net income was $15K.
How have Jtw & Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jtw & Associates, Inc.'s sponsor-wide assets grew 1.9%, from $798K to $814K.
Where does Jtw & Associates, Inc. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Jtw & Associates, Inc. 401(k) Retirement Savings Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jtw & Associates, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southeast Lawn Care, Inc. - Pension Transfer Trust Plan in SC ($814K, 9 participants).
Which 401(k) plans cover a similar participant headcount to Jtw & Associates, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341979202.

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.