401(k) · DOL Form 5500 · 2023
J & W Services & Equipment Company 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 159
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $73,155
- Avg per participant Below avg balance/head
Official DOL plan name: J & W Services & Equipment Company 401(k) Plan · Sponsored by J & W Services & Equipment Company · Texas · Wholesale Trade
$12M in assets, 159 participants
J & W Services & Equipment Company's J & W Services & Equipment Company 401(k) Plan reported $12M in total assets and 159 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #3,446 in Wholesale Trade (6,309 peers)
Coverage in Texas
J & W Services & Equipment Company 401(k) Plan covers 159 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $12M.
- #3,446
- in Wholesale Trade (6,309 peers)
- +35.0%
- assets growth YoY
J & W Services & Equipment Company 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
J & W Services & Equipment Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,631,720 Top 38% higher than 62% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
J & W Services & Equipment Company 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. J & W Services & Equipment Company 401(k) Plan sits mid-pack in the medium band (159 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- J & W Services & Equipment Company 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- J & W Services & Equipment Company 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- J & W Services & Equipment Company 401(k) Plan reported participants rose from 129 in the plan year 2022 filing to 159 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 751885190 · J & W Services & Equipment Company PY 2023 · 401(k)
J & W Services & Equipment Company 401(k) Plan · $12M · 159 · 62nd
- EIN $12M
- EIN 159
- EIN 62nd
- EIN 401(k)
- EIN near Vna & Hospice of the Southwest Region 401(k) Plan and Trust
- EIN ind #3446
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 Wholesale Trade retirement plans → · Plans in Texas →
J & W Services & Equipment Company 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $3M |
| Employer EIN | 751885190 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J & W Services & Equipment Company)
Sponsor-wide plan assets over time
All J & W Services & Equipment Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 65.00199099813439% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 129 | $9M |
| 2023 | 1 | 159 | $12M |
| 2024 | 1 | 180 | $14M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
J & W Services & Equipment Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Vna & Hospice of the Southwest Region 401(k) Plan and Trust in VT ($12M); by covered participants it is Visiting Angels 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Vna & Hospice of the Southwest Region 401(k) Plan and Trust (VT) $12M · 163
- Capital Rx 401(k) Plan (NY) $12M · 423
- Unimed-Midwest, Inc. Retirement Plan (MN) $12M · 33
- Alchemee 401(k) Plan (CA) $12M · 103
Similar participant headcount
Nearest other-state filings by covered participants (159 participants); asset peers above are excluded.
- Visiting Angels 401(k) Plan (PA) 159 · 0 off
- Citizens Bank & Trust Retirement Benefits Plan (MO) 159 · 0 off
- Piedmont Hardware Brands 401(k) Plan (NJ) 159 · 0 off
- Town and Country Financial Corporation Savings Investment Plan (IL) 159 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.