401(k) · DOL Form 5500 · 2024

Jwd Group, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
243
Participants Below avg headcount
79th
Percentile by assets National rank
$139,606
Avg per participant Near avg balance/head
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Official DOL plan name: Jwd Group, Inc. 401(k) Plan · Sponsored by Jwd Group, Inc. · New York · Construction

$34M in assets, 243 participants

Jwd Group, Inc.'s Jwd Group, Inc. 401(k) Plan reported $34M in total assets and 243 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,009 in Construction (9,039 peers)

Coverage in New York

Jwd Group, Inc. 401(k) Plan covers 243 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $34M.

#7,009
in Construction (9,039 peers)
+13.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Jwd Group, Inc. 401(k) Plan's outsized position by total assets

Jwd Group, Inc. 401(k) Plan vs every filed plan by assets

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

$33,924,227 Top 21% higher than 79% 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

Jwd Group, Inc. 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. Jwd Group, Inc. 401(k) Plan sits mid-pack in the medium band (243 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jwd Group, Inc. 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Jwd Group, Inc. 401(k) Plan end-of-year assets rose from $30M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Jwd Group, Inc. 401(k) Plan reported participants rose from 231 in the plan year 2023 filing to 243 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 161237691 · Jwd Group, Inc. PY 2024 · 401(k)

Jwd Group, Inc. 401(k) Plan · $34M · 243 · 79th

  • 5500 $34M
  • ASSETS 243
  • PCT 79th
  • EIN 401(k)
  • RANK near Tuckahoe Holdings 401(k) Plan
  • PHOTO ind #7009

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 Construction retirement plans → · Plans in New York →

Jwd Group, Inc. 401(k) Plan in the asset neighbourhood

Traxxas, L.P. 401(k) Plan$34MJwd Group, Inc. 401(k) Plan$34MTuckahoe Holdings 401(k) Plan$34MModineer Co. Profit Sharing Savings PlanModineer Co. Profit Sharing …$34MTps, LLC 401(k) Plan$34M
End-of-year total assets ($M) among Jwd Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$34M
Net Income$4M
Employer EIN161237691
Plan Effective Date1981-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jwd Group, Inc.)

Sponsor-wide plan assets over time

All Jwd Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$93M 26.82790058779157% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $73.1M $92.7M ▲ +26.8%
Year Plans Participants Total Assets
2022 2 464 $73M
2023 2 441 $82M
2024 2 459 $93M

Nearby 401(k) Plans in New York

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

Jwd Group, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Jwd Group, Inc. 401(k) Plan, Total assets ($B): 0.033924227 · Participants: 243Jwd Group, Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Jwd Group, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jwd Group, Inc. 401(k) Plan side-by-side with 3 peers →

Jwd Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tuckahoe Holdings 401(k) Plan in VA ($34M); by covered participants it is Validatek Retirement Savings Plan in VA (243 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (243 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 Jwd Group, Inc. 401(k) Plan assets move in 2024? ▼
Jwd Group, Inc. 401(k) Plan grew at a solid clip - up 13.1% during 2024, from $30M to $34M. Reported net income was $4M.
How have Jwd Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jwd Group, Inc.'s sponsor-wide assets grew 26.8%, from $73M to $93M.
Where does Jwd Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Jwd Group, Inc. 401(k) Plan ranks in the 79th 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 Jwd Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tuckahoe Holdings 401(k) Plan in VA ($34M, 2,342 participants).
Which 401(k) plans cover a similar participant headcount to Jwd Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Validatek Retirement Savings Plan in VA (243 participants, $27M 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 161237691.

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.