401(k) · DOL Form 5500 · 2024

J.W. Speaker Corporation 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
537
Participants Below avg headcount
84th
Percentile by assets National rank
$90,659
Avg per participant Below avg balance/head
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Official DOL plan name: J.W. Speaker Corporation 401 (K) Plan · Sponsored by J.W. Speaker Corporation · Wisconsin · Manufacturing

$49M in assets, 537 participants

J.W. Speaker Corporation's J.W. Speaker Corporation 401 (K) Plan reported $49M in total assets and 537 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #13,694 in Manufacturing (17,777 peers)

Where J.W. Speaker Corporation 401 (K) Plan sits by assets

J.W. Speaker Corporation 401 (K) Plan sits in the top quartile of all filed plans by assets, $49M for 537 participants (~$90,659/participant), up 17.4% in 2024.

#13,694
in Manufacturing (17,777 peers)
+17.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

J.W. Speaker Corporation 401 (K) Plan's outsized position by total assets

J.W. Speaker Corporation 401 (K) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$48,684,048 Top 16% higher than 84% of 123,620 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 2024

J.W. Speaker Corporation 401 (K) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.W. Speaker Corporation 401 (K) Plan sits mid-pack in the medium band (537 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J.W. Speaker Corporation 401 (K) Plan end-of-year assets rose from $41M in the plan year 2023 filing to $49M in the plan year 2024 filing.
  • J.W. Speaker Corporation 401 (K) Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • J.W. Speaker Corporation 401 (K) Plan reported participants fell from 556 in the plan year 2023 filing to 537 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 390626040 · J.W. Speaker Corporation PY 2024 · 401(k)

J.W. Speaker Corporation 401 (K) Plan · $49M · 537 · 84th

  • BOOK $49M
  • BOOK 537
  • BOOK 84th
  • BOOK 401(k)
  • BOOK near Lindblad Expeditions, Inc 401(k) Plan
  • BOOK ind #13694

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 Manufacturing retirement plans → · Plans in Wisconsin →

J.W. Speaker Corporation 401 (K) Plan in the asset neighbourhood

Aura 401(k) Retirement Plan$49MJ.W. Speaker Corporation 401 (K) PlanJ.W. Speaker Corporation 401…$49MLindblad Expeditions, Inc 401(k) PlanLindblad Expeditions, Inc 40…$49MDevelopmental Disabilities Institute, Inc. 403(b) PlanDevelopmental Disabilities I…$49MBetco Corporation 401(k) Plan$49M
End-of-year total assets ($M) among J.W. Speaker Corporation 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$49M
Net Income$7M
Employer EIN390626040
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.W. Speaker Corporation)

Sponsor-wide plan assets over time

All J.W. Speaker Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$49M 46.54637899046429% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $33.2M $48.7M ▲ +46.5%
Year Plans Participants Total Assets
2022 1 505 $33M
2023 1 556 $41M
2024 1 537 $49M

Nearby 401(k) Plans in Wisconsin

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

J.W. Speaker Corporation 401 (K) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants J.W. Speaker Corporation 401 (K) Plan, Total assets ($B): 0.048684048 · Participants: 537J.W. Speaker Corporation 401 (K) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
J.W. Speaker Corporation 401 (K) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare J.W. Speaker Corporation 401 (K) Plan side-by-side with 3 peers →

J.W. Speaker Corporation 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Lindblad Expeditions, Inc 401(k) Plan in WA ($49M); by covered participants it is Dowl LLC Retirement Savings and Investment Plan in AK (537 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (537 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did J.W. Speaker Corporation 401 (K) Plan assets move in 2024? ▼
J.W. Speaker Corporation 401 (K) Plan grew sharply - up 17.4% during 2024, from $41M to $49M. Reported net income was $7M.
How have J.W. Speaker Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.W. Speaker Corporation's sponsor-wide assets grew 46.5%, from $33M to $49M.
Where does J.W. Speaker Corporation 401 (K) Plan rank by assets among Form 5500 filers? ▼
J.W. Speaker Corporation 401 (K) Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to J.W. Speaker Corporation 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lindblad Expeditions, Inc 401(k) Plan in WA ($49M, 573 participants).
Which 401(k) plans cover a similar participant headcount to J.W. Speaker Corporation 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dowl LLC Retirement Savings and Investment Plan in AK (537 participants, $134M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390626040.

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.