401(k) · DOL Form 5500 · 2023
J&w Ventures, Inc. 401(k) Plan
Data updated 2026-08-25
- $197K
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $24,679
- Avg per participant Low balance/head
Official DOL plan name: J&w Ventures Inc. 401(k) Plan · Sponsored by J&w Ventures, Inc. · Michigan · Healthcare & Social Assistance
$197K in assets, 8 participants
J&w Ventures, Inc.'s J&w Ventures Inc. 401(k) Plan reported $197K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.
- #1,296 in Healthcare & Social Assistance (17,684 peers)
J&w Ventures, Inc. multi-year trail
J&w Ventures, Inc.'s plans moved -43.1% in assets from 2022 to 2023; this filing shows J&w Ventures Inc. 401(k) Plan at $197K / 8 participants.
- #1,296
- in Healthcare & Social Assistance (17,684 peers)
- -43.1%
- assets change YoY
The plan reported a net loss of $150K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
J&w Ventures Inc. 401(k) Plan among the smaller filed plans by assets
J&w Ventures Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$197,435 11th percentile higher than 11% 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 Ventures Inc. 401(k) 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. J&w Ventures Inc. 401(k) Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- J&w Ventures Inc. 401(k) Plan reported net income fell from $324K in the plan year 2022 filing to -$150K in the plan year 2023 filing.
- J&w Ventures Inc. 401(k) Plan end-of-year assets fell from $347K in the plan year 2022 filing to $197K in the plan year 2023 filing.
- J&w Ventures Inc. 401(k) Plan reported participants fell from 9 in the plan year 2022 filing to 8 in the plan year 2023 filing.
DOL schedule card
Filing strip 461421682 · J&w Ventures, Inc. PY 2023 · 401(k)
J&w Ventures Inc. 401(k) Plan · $197K · 8 · 11th
- EIN $197K
- EIN 8
- EIN 11th
- EIN 401(k)
- EIN near D&p Brink Incorporated 401(k) Profit Sharing Plan
- EIN ind #1296
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 Michigan →
J&w Ventures Inc. 401(k) Plan in the asset neighbourhood
J&w Ventures, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All J&w Ventures, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $197K 43.107060216869485% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $347K |
| 2023 | 1 | 8 | $197K |
J&w Ventures, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $347K |
|---|---|
| Net Assets (End of Year) | $197K |
| Net Income | -$150K |
| Employer EIN | 461421682 |
| Plan Effective Date | 2012-11-20 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
J&w Ventures Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is D&p Brink Incorporated 401(k) Profit Sharing Plan in MN ($197K); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($197K here).
- D&p Brink Incorporated 401(k) Profit Sharing Plan (MN) $197K · 11
- Dreyfous & Associates Retirement Plan (PR) $197K · 56
- Moore Agency, Inc 401(k) Plan (OK) $198K · 3
- Mti Limo and Shuttle Service Inc. 401(k) (GA) $197K · 84
Similar participant headcount
Nearest other-state filings by covered participants (8 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.