401(k) · DOL Form 5500 · 2024
J & W Services & Equipment Company 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 180
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $78,961
- Avg per participant Below avg balance/head
Official DOL plan name: J & W Services & Equipment Company 401(k) Plan · Sponsored by J & W Services & Equipment Company · Texas · Wholesale Trade
$14M in assets, 180 participants
J & W Services & Equipment Company's J & W Services & Equipment Company 401(k) Plan reported $14M in total assets and 180 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #3,412 in Wholesale Trade (6,080 peers)
Coverage in Texas
J & W Services & Equipment Company 401(k) Plan covers 180 participants in Texas, about 26% of the average Texas filer (state average ~688 per filing). Assets: $14M.
- #3,412
- in Wholesale Trade (6,080 peers)
- +22.2%
- assets growth YoY
J & W Services & Equipment Company 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
J & W Services & Equipment Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,212,892 Top 37% higher than 63% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
J & W Services & Equipment Company 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 Services & Equipment Company 401(k) Plan sits mid-pack in the medium band (180 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- J & W Services & Equipment Company 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- J & W Services & Equipment Company 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- J & W Services & Equipment Company 401(k) Plan reported participants rose from 159 in the plan year 2023 filing to 180 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 751885190 · J & W Services & Equipment Company PY 2024 · 401(k)
J & W Services & Equipment Company 401(k) Plan · $14M · 180 · 63rd
- PART $14M
- TYPE 180
- NET 63rd
- BOOK 401(k)
- VS-ST near S.W. Cole Engineering 401(k) Profit Sharing Plan
- BOY ind #3412
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 Wholesale Trade retirement plans → · Plans in Texas →
J & W Services & Equipment Company 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 751885190 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J & W Services & Equipment Company)
Sponsor-wide plan assets over time
All J & W Services & Equipment Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 65.00199099813439% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 129 | $9M |
| 2023 | 1 | 159 | $12M |
| 2024 | 1 | 180 | $14M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
J & W Services & Equipment Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is S.W. Cole Engineering 401(k) Profit Sharing Plan in ME ($14M); by covered participants it is Foundation for Educational Services, Inc. 401(k) Plan in NE (180 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (180 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.