ESOP · DOL Form 5500 · 2024

Jwd Group, Inc. ESOP

Data updated 2026-08-25

$59M
Total assets Below avg plan size
216
Participants Below avg headcount
86th
Percentile by assets National rank
$271,906
Avg per participant High balance/head
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Official DOL plan name: Jwd Group, Inc Employee Stock Ownership Plan · Sponsored by Jwd Group, Inc. · New York · Construction

$59M in assets, 216 participants

Jwd Group, Inc.'s Jwd Group, Inc Employee Stock Ownership Plan reported $59M in total assets and 216 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,590 in Construction (9,039 peers)

Coverage in New York

Jwd Group, Inc Employee Stock Ownership Plan covers 216 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $59M.

#7,590
in Construction (9,039 peers)
+12.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Jwd Group, Inc Employee Stock Ownership Plan's outsized position by total assets

Jwd Group, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$58,731,594 Top 14% higher than 86% 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 Employee Stock Ownership 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 Employee Stock Ownership Plan sits mid-pack in the medium band (216 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jwd Group, Inc Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Jwd Group, Inc Employee Stock Ownership Plan end-of-year assets rose from $52M in the plan year 2023 filing to $59M in the plan year 2024 filing.
  • Jwd Group, Inc Employee Stock Ownership Plan reported participants rose from 210 in the plan year 2023 filing to 216 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 · ESOP

Jwd Group, Inc Employee Stock Ownership Plan · $59M · 216 · 86th

  • EBSA $59M
  • PART 216
  • TYPE 86th
  • NET ESOP
  • BOOK near Component Plastics, Inc. Employee Stock Ownership Plan
  • VS-ST ind #7590

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 What is an ESOP? → · Plans in New York →

Jwd Group, Inc Employee Stock Ownership Plan in the asset neighbourhood

Xtekinc Employee Stock Ownership PlanXtekinc Employee Stock Owner…$59MHills Bank and Trust Employee Stock Ownership PlanHills Bank and Trust Employe…$59MComponent Plastics, Inc. Employee Stock Ownership PlanComponent Plastics, Inc. Emp…$59MJwd Group, Inc Employee Stock Ownership PlanJwd Group, Inc Employee Stoc…$59MGerald H. Phipps, Inc. Employees' Stock Ownership PlanGerald H. Phipps, Inc. Emplo…$59M
End-of-year total assets ($M) among Jwd Group, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$53M
Net Income$9M
Employer EIN161237691
Plan Effective Date1979-01-01
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 ESOP Plans in New York

Peer ESOP plans, same state, same plan type, ranked by total assets.

Jwd Group, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. 01000200030004000 02004006008001000 Total assets ($M) Participants Jwd Group, Inc Employee Stock Ownership Plan, Total assets ($M): 58.731594 · Participants: 216Jwd Group, Inc Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Jwd Group, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Jwd Group, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Jwd Group, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Component Plastics, Inc. Employee Stock Ownership Plan in IL ($59M); by covered participants it is Palmer Holland, Inc. Employee Stock Ownership Plan in OH (216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (216 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 Employee Stock Ownership Plan assets move in 2024? ▼
Jwd Group, Inc Employee Stock Ownership Plan grew at a solid clip - up 12.8% during 2024, from $52M to $59M. Reported net income was $9M.
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 Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Jwd Group, Inc Employee Stock Ownership Plan ranks in the 86th 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 ESOP plans are similar in size to Jwd Group, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Component Plastics, Inc. Employee Stock Ownership Plan in IL ($59M, 50 participants).
Which ESOP plans cover a similar participant headcount to Jwd Group, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Palmer Holland, Inc. Employee Stock Ownership Plan in OH (216 participants, $221M 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.