401(k) · DOL Form 5500 · 2023

D & W Jewelry Co. 401(k) Plan

Data updated 2026-08-25

$608K
Total assets Small plan by assets
4
Participants Small participant base
20th
Percentile by assets National rank
$151,932
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: D & W Jewelry Co. 401(k) Profit Sharing Plan · Sponsored by D & W Jewelry Co. · New York · Retail Trade

$608K in assets, 4 participants

D & W Jewelry Co.'s D & W Jewelry Co. 401(k) Profit Sharing Plan reported $608K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,593 in Retail Trade (8,414 peers)

2023 asset change

D & W Jewelry Co. 401(k) Profit Sharing Plan surged 53.9% in 2023 ($395K → $608K) for 4 participants.

#2,593
in Retail Trade (8,414 peers)
+53.9%
assets growth YoY

D & W Jewelry Co. 401(k) Profit Sharing Plan among the smaller filed plans by assets

D & W Jewelry Co. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$607,727 20th percentile higher than 20% 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

D & W Jewelry Co. 401(k) Profit Sharing 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. D & W Jewelry Co. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • D & W Jewelry Co. 401(k) Profit Sharing Plan reported net income rose from $51K in the plan year 2022 filing to $213K in the plan year 2023 filing.
  • D & W Jewelry Co. 401(k) Profit Sharing Plan end-of-year assets rose from $395K in the plan year 2022 filing to $608K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133237859 · D & W Jewelry Co. PY 2023 · 401(k)

D & W Jewelry Co. 401(k) Profit Sharing Plan · $608K · 4 · 20th

  • RANK $608K
  • RANK 4
  • RANK 20th
  • RANK 401(k)
  • RANK near Ssi Foods 401(k) and Retirement Plan
  • RANK ind #2593

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 Retail Trade retirement plans → · Plans in New York →

D & W Jewelry Co. 401(k) Profit Sharing Plan in the asset neighbourhood

D & W Jewelry Co. 401(k) Profit Sharing PlanD & W Jewelry Co. 401(k) Pro…$608KSsi Foods 401(k) and Retirement PlanSsi Foods 401(k) and Retirem…$608KPeninsula Investments, Inc 401(k) Profit Sharing Plan & TrustPeninsula Investments, Inc 4…$608KSmall Gate Inc. 401(k) Plan$608KSugar Tap Holdings, Inc 401 (K) PlanSugar Tap Holdings, Inc 401 …$608K
End-of-year total assets ($M) among D & W Jewelry Co. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

D & W Jewelry Co. years around the 2023 move

Sponsor-wide plan assets over time

All D & W Jewelry Co. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 3.0494945269987657% vs 2022
2024 filing year
$2.6M$2.7M$2.8M$2.9M$3M 202220232024 $2.96M $2.87M ▼ -3.0%
Year Plans Participants Total Assets
2022 2 6 $3M
2023 2 6 $3M
2024 2 6 $3M

2023 asset-move particulars

Total Assets (Beginning of Year)$395K
Net Assets (End of Year)$608K
Net Income$213K
Employer EIN133237859
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

D & W Jewelry Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants D & W Jewelry Co. 401(k) Profit Sharing Plan, Total assets ($B): 0.000607727 · Participants: 4D & W Jewelry Co. 401(k) Profit Sharing 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
D & W Jewelry Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare D & W Jewelry Co. 401(k) Profit Sharing Plan side-by-side with 3 peers →

D & W Jewelry Co. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ssi Foods 401(k) and Retirement Plan in ID ($608K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($608K here).

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 D & W Jewelry Co. 401(k) Profit Sharing Plan assets move in 2023? ▼
D & W Jewelry Co. 401(k) Profit Sharing Plan surged - up 53.9% during 2023, from $395K to $608K. Reported net income was $213K.
How have D & W Jewelry Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), D & W Jewelry Co.'s sponsor-wide assets declined 3.0%, from $3M to $3M.
Where does D & W Jewelry Co. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
D & W Jewelry Co. 401(k) Profit Sharing Plan ranks in the 20th 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 D & W Jewelry Co. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ssi Foods 401(k) and Retirement Plan in ID ($608K, 122 participants).
Which 401(k) plans cover a similar participant headcount to D & W Jewelry Co. 401(k) Profit Sharing 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 133237859.

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.