Defined Benefit (Pension) · DOL Form 5500 · 2022

D & W Jewelry Co. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
38th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: D & W Jewelry Co. Pension Plan · Sponsored by D & W Jewelry Co. · New York · Retail Trade

$3M in assets, 2 participants

D & W Jewelry Co.'s D & W Jewelry Co. Pension Plan reported $3M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #4,484 in Retail Trade (9,519 peers)

2022 asset change

D & W Jewelry Co. Pension Plan pulled back noticeably 8.1% in 2022 ($3M → $3M) for 2 participants.

#4,484
in Retail Trade (9,519 peers)
-8.1%
assets change YoY

The plan reported a net loss of $240K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

D & W Jewelry Co. Pension Plan's mid-pack asset rank among Retail Trade and all filers

D & W Jewelry Co. Pension Plan vs every filed plan by assets

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

$2,564,965 38th percentile higher than 38% 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

D & W Jewelry Co. Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. D & W Jewelry Co. Pension Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 133237859 · D & W Jewelry Co. PY 2022 · Defined Benefit (Pension)

D & W Jewelry Co. Pension Plan · $3M · 2 · 38th

  • BOOK $3M
  • BOOK 2
  • BOOK 38th
  • BOOK Defined Benefit (Pension)
  • BOOK near John Debney Productions, Inc. Defined Benefit Pension Plan
  • BOOK ind #4484

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. Pension Plan in the asset neighbourhood

Zhenghong Yuan Md Inc. Defined Benefit Pension PlanZhenghong Yuan Md Inc. Defin…$3MD & W Jewelry Co. Pension PlanD & W Jewelry Co. Pension Pl…$3MJohn Debney Productions, Inc. Defined Benefit Pension PlanJohn Debney Productions, Inc…$3MOperative Plasterers and Cement Masons Local 394 Pension Trust FundOperative Plasterers and Cem…$3MInternational Longshoremens Assn Local Union Union 1416 Retirement Income PlanInternational Longshoremens …$3M
End-of-year total assets ($M) among D & W Jewelry Co. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

D & W Jewelry Co. years around the 2022 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

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$240K
Employer EIN133237859
Plan Effective Date2000-12-28
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

D & W Jewelry Co. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants D & W Jewelry Co. Pension Plan, Total assets ($B): 0.002564965 · Participants: 2D & W Jewelry Co. Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
D & W Jewelry Co. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare D & W Jewelry Co. Pension Plan side-by-side with 3 peers →

D & W Jewelry Co. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is John Debney Productions, Inc. Defined Benefit Pension Plan in CA ($3M); by covered participants it is Herzer Financial Services Inc Defined Benefit Pension Plan in CA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 D & W Jewelry Co. Pension Plan assets move in 2022? ▼
D & W Jewelry Co. Pension Plan pulled back noticeably - down 8.1% during 2022, from $3M to $3M. Reported net income was -$240K.
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.
Which Defined Benefit (Pension) plans are similar in size to D & W Jewelry Co. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is John Debney Productions, Inc. Defined Benefit Pension Plan in CA ($3M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to D & W Jewelry Co. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Herzer Financial Services Inc Defined Benefit Pension Plan in CA (2 participants, $3M 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 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.