401(k) · DOL Form 5500 · 2024

D & W Jewelry Co. 401(k) Plan

Data updated 2026-08-25

$918K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$229,395
Avg per participant Above avg balance/head
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Official DOL plan name: D & W Jewelry Co. 401(k) Profit Sharing Plan · Sponsored by D & W Jewelry Co. · New York · Retail Trade

$918K in assets, 4 participants

D & W Jewelry Co.'s D & W Jewelry Co. 401(k) Profit Sharing Plan reported $918K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,784 in Retail Trade (8,048 peers)

2024 asset change

D & W Jewelry Co. 401(k) Profit Sharing Plan surged 51.0% in 2024 ($608K → $918K) for 4 participants.

#2,784
in Retail Trade (8,048 peers)
+51.0%
assets growth YoY

D & W Jewelry Co. 401(k) Profit Sharing Plan among the smaller filed plans by assets

D & W Jewelry Co. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$917,579 22nd percentile higher than 22% 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

D & W Jewelry Co. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. D & W Jewelry Co. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • D & W Jewelry Co. 401(k) Profit Sharing Plan end-of-year assets rose from $608K in the plan year 2023 filing to $918K in the plan year 2024 filing.
  • D & W Jewelry Co. 401(k) Profit Sharing Plan reported net income rose from $213K in the plan year 2023 filing to $310K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133237859 · D & W Jewelry Co. PY 2024 · 401(k)

D & W Jewelry Co. 401(k) Profit Sharing Plan · $918K · 4 · 22nd

  • EBSA $918K
  • PART 4
  • TYPE 22nd
  • NET 401(k)
  • BOOK near John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan
  • VS-ST ind #2784

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 Retail Trade retirement plans → · Plans in New York →

D & W Jewelry Co. 401(k) Profit Sharing Plan in the asset neighbourhood

D & W Jewelry Co. 401(k) Profit Sharing PlanD & W Jewelry Co. 401(k) Pro…$918KJohn Youngblood Motors Inc. Salary Savings & Profit Sharing PlanJohn Youngblood Motors Inc. …$918KSavant Learning Systems, Inc. 401(k) PlanSavant Learning Systems, Inc…$918KHobby Max One, Inc. Retirement PlanHobby Max One, Inc. Retireme…$918KIce River Springs Morganton Ll 401(k) Profit Sharing Plan & TrustIce River Springs Morganton …$918K
End-of-year total assets ($M) among D & W Jewelry Co. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

D & W Jewelry Co. years around the 2024 move

Sponsor-wide plan assets over time

All D & W Jewelry Co. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 3.0494945269987657% vs 2022
2024 filing year
$2.6M$2.7M$2.8M$2.9M$3M 202220232024 $2.96M $2.87M ▼ -3.0%
Year Plans Participants Total Assets
2022 2 6 $3M
2023 2 6 $3M
2024 2 6 $3M

2024 asset-move particulars

Total Assets (Beginning of Year)$608K
Net Assets (End of Year)$918K
Net Income$310K
Employer EIN133237859
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

D & W Jewelry Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants D & W Jewelry Co. 401(k) Profit Sharing Plan, Total assets ($B): 0.000917579 · Participants: 4D & W Jewelry Co. 401(k) Profit Sharing 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
D & W Jewelry Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare D & W Jewelry Co. 401(k) Profit Sharing Plan side-by-side with 3 peers →

D & W Jewelry Co. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO ($918K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 D & W Jewelry Co. 401(k) Profit Sharing Plan assets move in 2024? ▼
D & W Jewelry Co. 401(k) Profit Sharing Plan surged - up 51.0% during 2024, from $608K to $918K. Reported net income was $310K.
How have D & W Jewelry Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), D & W Jewelry Co.'s sponsor-wide assets declined 3.0%, from $3M to $3M.
Where does D & W Jewelry Co. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
D & W Jewelry Co. 401(k) Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to D & W Jewelry Co. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO ($918K, 113 participants).
Which 401(k) plans cover a similar participant headcount to D & W Jewelry Co. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A 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 133237859.

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.