Other · DOL Form 5500 · 2023

Jawonio, Inc. Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
468
Participants Below avg headcount
64th
Percentile by assets National rank
$28,152
Avg per participant Low balance/head
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Official DOL plan name: Jawonio, Inc. 403(b)Thrift Plan · Sponsored by Jawonio, Inc. · New York · Other Services

$13M in assets, 468 participants

Jawonio, Inc.'s Jawonio, Inc. 403(b)Thrift Plan reported $13M in total assets and 468 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #6,297 in Other Services (7,857 peers)

Jawonio, Inc. multi-year trail

Jawonio, Inc.'s plans moved +30.2% in assets from 2022 to 2024; this filing shows Jawonio, Inc. 403(b)Thrift Plan at $13M / 468 participants.

#6,297
in Other Services (7,857 peers)
+11.6%
assets growth YoY

Jawonio, Inc. 403(b)Thrift Plan's mid-pack asset rank among Other Services and all filers

Jawonio, Inc. 403(b)Thrift Plan vs every filed plan by assets

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

$13,175,352 Top 36% higher than 64% 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

Jawonio, Inc. 403(b)Thrift 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. Jawonio, Inc. 403(b)Thrift Plan sits mid-pack in the medium band (468 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jawonio, Inc. 403(b)Thrift Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Jawonio, Inc. 403(b)Thrift Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Jawonio, Inc. 403(b)Thrift Plan reported participants fell from 501 in the plan year 2022 filing to 468 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 131761660 · Jawonio, Inc. PY 2023 · Other

Jawonio, Inc. 403(b)Thrift Plan · $13M · 468 · 64th

  • BOY $13M
  • SCH 468
  • EBSA 64th
  • PART Other
  • TYPE near University of Maryland Charles Regional Medical Center Retirement Savings Plan
  • NET ind #6297

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 Other Services retirement plans → · Plans in New York →

Jawonio, Inc. 403(b)Thrift Plan in the asset neighbourhood

Pomerene Hospital 403(b) Match PlanPomerene Hospital 403(b) Mat…$13MManchester Bidwell Corporation 403(b) PlanManchester Bidwell Corporati…$13MJawonio, Inc. 403(b)Thrift PlanJawonio, Inc. 403(b)Thrift P…$13MUniversity of Maryland Charles Regional Medical Center Retirement Savings PlanUniversity of Maryland Charl…$13MEaster Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement PlanEaster Seals Ucp North Carol…$13M
End-of-year total assets ($M) among Jawonio, Inc. 403(b)Thrift Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Jawonio, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jawonio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 30.225685188379988% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.8M $15.4M ▲ +30.3%
Year Plans Participants Total Assets
2022 2 661 $12M
2023 1 468 $13M
2024 1 397 $15M

Jawonio, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN131761660
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Jawonio, Inc. 403(b)Thrift Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Jawonio, Inc. 403(b)Thrift Plan, Total assets ($B): 0.013175352 · Participants: 468Jawonio, Inc. 403(b)Thrift PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Jawonio, Inc. 403(b)Thrift Plan vs. nearby Other plans in New York, assets vs. participants
Compare Jawonio, Inc. 403(b)Thrift Plan side-by-side with 3 peers →

Jawonio, Inc. 403(b)Thrift Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is University of Maryland Charles Regional Medical Center Retirement Savings Plan in MD ($13M); by covered participants it is Judson 403(b) Plan in OH (468 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (468 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 Jawonio, Inc. 403(b)Thrift Plan assets move in 2023? ▼
Jawonio, Inc. 403(b)Thrift Plan grew at a solid clip - up 11.6% during 2023, from $12M to $13M. Reported net income was $1M.
How have Jawonio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jawonio, Inc.'s sponsor-wide assets grew 30.2%, from $12M to $15M.
Which Other plans are similar in size to Jawonio, Inc. 403(b)Thrift Plan? ▼
Among Other plans in other states, the closest by assets is University of Maryland Charles Regional Medical Center Retirement Savings Plan in MD ($13M, 157 participants).
Which Other plans cover a similar participant headcount to Jawonio, Inc. 403(b)Thrift Plan? ▼
Among Other plans in other states, the closest by covered participants is Judson 403(b) Plan in OH (468 participants, $10M 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 131761660.

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.