401(k) · DOL Form 5500 · 2023

Jwd Group, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
231
Participants Below avg headcount
79th
Percentile by assets National rank
$129,818
Avg per participant Near avg balance/head
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Official DOL plan name: Jwd Group, Inc. 401(k) Plan · Sponsored by Jwd Group, Inc. · New York · Construction

$30M in assets, 231 participants

Jwd Group, Inc.'s Jwd Group, Inc. 401(k) Plan reported $30M in total assets and 231 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,008 in Construction (9,030 peers)

Coverage in New York

Jwd Group, Inc. 401(k) Plan covers 231 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $30M.

#7,008
in Construction (9,030 peers)
+20.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Jwd Group, Inc. 401(k) Plan's outsized position by total assets

Jwd Group, Inc. 401(k) Plan vs every filed plan by assets

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

$29,988,018 Top 21% higher than 79% 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

Jwd Group, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jwd Group, Inc. 401(k) Plan sits mid-pack in the medium band (231 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jwd Group, Inc. 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Jwd Group, Inc. 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Jwd Group, Inc. 401(k) Plan reported participants fell from 238 in the plan year 2022 filing to 231 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 161237691 · Jwd Group, Inc. PY 2023 · 401(k)

Jwd Group, Inc. 401(k) Plan · $30M · 231 · 79th

  • SCH $30M
  • SCH 231
  • SCH 79th
  • SCH 401(k)
  • SCH near Software Engineering Professionals, Inc. Profit Sharing Plan
  • SCH ind #7008

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 Construction retirement plans → · Plans in New York →

Jwd Group, Inc. 401(k) Plan in the asset neighbourhood

Jwd Group, Inc. 401(k) Plan$30MSoftware Engineering Professionals, Inc. Profit Sharing PlanSoftware Engineering Profess…$30MNnn Reit, Inc. Retirement PlanNnn Reit, Inc. Retirement Pl…$30MLee Management Company 401(k) Profit SharingLee Management Company 401(k…$30MUtica Enterprises, Inc. 401(k) PlanUtica Enterprises, Inc. 401(…$30M
End-of-year total assets ($M) among Jwd Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$30M
Net Income$5M
Employer EIN161237691
Plan Effective Date1981-04-01
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 401(k) Plans in New York

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

Jwd Group, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Jwd Group, Inc. 401(k) Plan, Total assets ($B): 0.029988018 · Participants: 231Jwd Group, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Jwd Group, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jwd Group, Inc. 401(k) Plan side-by-side with 3 peers →

Jwd Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Software Engineering Professionals, Inc. Profit Sharing Plan in IN ($30M); by covered participants it is Duferco Steel LLC Savings Plan in TX (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Jwd Group, Inc. 401(k) Plan assets move in 2023? ▼
Jwd Group, Inc. 401(k) Plan grew sharply - up 20.3% during 2023, from $25M to $30M. Reported net income was $5M.
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. 401(k) Plan rank by assets among Form 5500 filers? ▼
Jwd Group, Inc. 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jwd Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Software Engineering Professionals, Inc. Profit Sharing Plan in IN ($30M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Jwd Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Duferco Steel LLC Savings Plan in TX (231 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 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.