401(k) · DOL Form 5500 · 2023

Jwm Holdings Corporation 401(k) Plan

Data updated 2026-08-25

$197K
Total assets Small plan by assets
N/A
Participants Small participant base
10th
Percentile by assets National rank
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Official DOL plan name: Jwm Holdings Corporation 401(k) Plan · Sponsored by Jwm Holdings Corporation · California · Healthcare & Social Assistance

$197K in assets, N/A participants

Jwm Holdings Corporation's Jwm Holdings Corporation 401(k) Plan reported $197K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,290 in Healthcare & Social Assistance (17,684 peers)

Jwm Holdings Corporation multi-year trail

Jwm Holdings Corporation's plans moved -37.4% in assets from 2023 to 2024; this filing shows Jwm Holdings Corporation 401(k) Plan at $197K / N/A participants.

#1,290
in Healthcare & Social Assistance (17,684 peers)
$197K
reported net income

Jwm Holdings Corporation 401(k) Plan among the smaller filed plans by assets

Jwm Holdings Corporation 401(k) Plan vs every filed plan by assets

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

$196,752 10th percentile higher than 10% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

EBSA filing schedule strip

Filing strip 934134063 · Jwm Holdings Corporation PY 2023 · 401(k)

Jwm Holdings Corporation 401(k) Plan · $197K · N/A · 10th

  • EBSA $197K
  • EBSA N/A
  • EBSA 10th
  • EBSA 401(k)
  • EBSA near C323, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #1290

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Jwm Holdings Corporation 401(k) Plan in the asset neighbourhood

Jwm Holdings Corporation 401(k) PlanJwm Holdings Corporation 401…$197KC323, Inc. 401(k) Profit Sharing PlanC323, Inc. 401(k) Profit Sha…$197KKampro Enterprises, Inc. 401(k) Profit Sharing PlanKampro Enterprises, Inc. 401…$197KFinn Family Enterprise, Inc. 401(k) Profit Sharing PlanFinn Family Enterprise, Inc.…$197KJ&o Corporation Profit Sharing PlanJ&o Corporation Profit Shari…$197K
End-of-year total assets ($M) among Jwm Holdings Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jwm Holdings Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Jwm Holdings Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$123K 37.44460030901846% vs 2023
2024 filing year
$0.1M$0.15M$0.2M$0.25M 20232024 $0.2M $0.12M ▼ -40.0%
Year Plans Participants Total Assets
2023 1 N/A $197K
2024 1 N/A $123K

Jwm Holdings Corporation filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$197K
Net Income$197K
Employer EIN934134063
Plan Effective Date2023-10-25
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Jwm Holdings Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jwm Holdings Corporation 401(k) Plan, Total assets ($B): 0.000196752 · Participants: 0Jwm Holdings Corporation 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Jwm Holdings Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jwm Holdings Corporation 401(k) Plan side-by-side with 3 peers →

Jwm Holdings Corporation 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside California, the nearest 401(k) by end-of-year assets is C323, Inc. 401(k) Profit Sharing Plan in AL at $197K (this filing: $197K).

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 have Jwm Holdings Corporation plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Jwm Holdings Corporation's sponsor-wide assets declined 37.4%, from $197K to $123K.
Where does Jwm Holdings Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Jwm Holdings Corporation 401(k) Plan ranks in the 10th 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 Jwm Holdings Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is C323, Inc. 401(k) Profit Sharing Plan in AL ($197K, 2 participants).

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 934134063.

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.