401(k) · DOL Form 5500 · 2022

Jwch Institute, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
924
Participants Near avg headcount
83rd
Percentile by assets National rank
$33,614
Avg per participant Low balance/head
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Official DOL plan name: Jwch Institute, Inc. 401(k) Profit Sharing Plan · Sponsored by Jwch Institute, Inc. · California · Healthcare & Social Assistance

$31M in assets, 924 participants

Jwch Institute, Inc.'s Jwch Institute, Inc. 401(k) Profit Sharing Plan reported $31M in total assets and 924 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,221 in Healthcare & Social Assistance (20,060 peers)

Where Jwch Institute, Inc. 401(k) Profit Sharing Plan sits by assets

Jwch Institute, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $31M for 924 participants (~$33,614/participant), up 25.3% in 2022.

#17,221
in Healthcare & Social Assistance (20,060 peers)
+25.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Jwch Institute, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Jwch Institute, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$31,058,937 Top 17% higher than 83% of 139,123 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 2022

Jwch Institute, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jwch Institute, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (924 participants).

Published 5500 schedule card

Filing strip 952289916 · Jwch Institute, Inc. PY 2022 · 401(k)

Jwch Institute, Inc. 401(k) Profit Sharing Plan · $31M · 924 · 83rd

  • BOY $31M
  • SCH 924
  • EBSA 83rd
  • PART 401(k)
  • TYPE near Hartzog Conger Cason 401(k) Plan
  • NET ind #17221

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Jwch Institute, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Simplifi 401(k) Profit Sharing PlanSimplifi 401(k) Profit Shari…$31MJwch Institute, Inc. 401(k) Profit Sharing PlanJwch Institute, Inc. 401(k) …$31MHartzog Conger Cason 401(k) PlanHartzog Conger Cason 401(k) …$31MAmes Goldsmith Corp. 401(k) Profit Sharing PlanAmes Goldsmith Corp. 401(k) …$31MLegacy Professionals LLP 401(k) PlanLegacy Professionals LLP 401…$31M
End-of-year total assets ($M) among Jwch Institute, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN952289916
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jwch Institute, Inc.)

Sponsor-wide plan assets over time

All Jwch Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 58.1803459661224% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $31.1M $49.1M ▲ +58.2%
Year Plans Participants Total Assets
2022 1 924 $31M
2023 1 1,090 $40M
2024 1 1,201 $49M

Nearby 401(k) Plans in California

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

Jwch Institute, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jwch Institute, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.031058937 · Participants: 924Jwch Institute, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Jwch Institute, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jwch Institute, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jwch Institute, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hartzog Conger Cason 401(k) Plan in OK ($31M); by covered participants it is Terminix Service, Inc. 401(k) Profit Sharing Plan in SC (924 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (924 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jwch Institute, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Jwch Institute, Inc. 401(k) Profit Sharing Plan grew sharply - up 25.3% during 2022, from $25M to $31M. Reported net income was $6M.
How have Jwch Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jwch Institute, Inc.'s sponsor-wide assets grew 58.2%, from $31M to $49M.
Where does Jwch Institute, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jwch Institute, Inc. 401(k) Profit Sharing Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jwch Institute, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hartzog Conger Cason 401(k) Plan in OK ($31M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Jwch Institute, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Terminix Service, Inc. 401(k) Profit Sharing Plan in SC (924 participants, $75M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952289916.

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.