Profit Sharing · DOL Form 5500 · 2024

Jws and Sons Inc. Profit Sharing Plan

Data updated 2026-08-25

$850K
Total assets Small plan by assets
17
Participants Small participant base
22nd
Percentile by assets National rank
$49,998
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jws and Sons Inc. Retirement Plan · Sponsored by Jws and Sons Inc. · Florida · Transportation & Warehousing

$850K in assets, 17 participants

Jws and Sons Inc.'s Jws and Sons Inc. Retirement Plan reported $850K in total assets and 17 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.

  • #762 in Transportation & Warehousing (3,299 peers)

Jws and Sons Inc. multi-year trail

Jws and Sons Inc.'s plans moved -42.8% in assets from 2022 to 2024; this filing shows Jws and Sons Inc. Retirement Plan at $850K / 17 participants.

#762
in Transportation & Warehousing (3,299 peers)
-17.6%
assets change YoY

The plan reported a net loss of $181K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jws and Sons Inc. Retirement Plan among the smaller filed plans by assets

Jws and Sons Inc. Retirement Plan vs every filed plan by assets

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

$849,969 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

Jws and Sons Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jws and Sons Inc. Retirement Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jws and Sons Inc. Retirement Plan reported net income rose from -$456K in the plan year 2023 filing to -$181K in the plan year 2024 filing.
  • Jws and Sons Inc. Retirement Plan end-of-year assets fell from $1M in the plan year 2023 filing to $850K in the plan year 2024 filing.
  • Jws and Sons Inc. Retirement Plan reported participants fell from 20 in the plan year 2023 filing to 17 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 822021664 · Jws and Sons Inc. PY 2024 · Profit Sharing

Jws and Sons Inc. Retirement Plan · $850K · 17 · 22nd

  • PHOTO $850K
  • PHOTO 17
  • PHOTO 22nd
  • PHOTO Profit Sharing
  • PHOTO near Source Logistics, Inc. Profit Sharing Plan
  • PHOTO ind #762

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 Transportation & Warehousing retirement plans → · Plans in Florida →

Jws and Sons Inc. Retirement Plan in the asset neighbourhood

Jws and Sons Inc. Retirement PlanJws and Sons Inc. Retirement…$850KSource Logistics, Inc. Profit Sharing PlanSource Logistics, Inc. Profi…$850KCommunity Memorial Home Profit Sharing PlanCommunity Memorial Home Prof…$850KDel Premier Care Inc. Retirement PlanDel Premier Care Inc. Retire…$850KESOP Services Inc Retirement Plan-Variable ContributionESOP Services Inc Retirement…$850K
End-of-year total assets ($M) among Jws and Sons Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Jws and Sons Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jws and Sons Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$850K 42.821710244839636% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $1.49M $0.85M ▼ -43.0%
Year Plans Participants Total Assets
2022 1 16 $1M
2023 1 20 $1M
2024 1 17 $850K

Jws and Sons Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$850K
Net Income-$181K
Employer EIN822021664
Plan Effective Date2018-07-08
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Jws and Sons Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Jws and Sons Inc. Retirement Plan, Total assets ($B): 0.000849969 · Participants: 17Jws and Sons Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
Jws and Sons Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Jws and Sons Inc. Retirement Plan side-by-side with 3 peers →

Jws and Sons Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Source Logistics, Inc. Profit Sharing Plan in IN ($850K); by covered participants it is Bgo's Ventures Inc. Retirement Plan in PA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Jws and Sons Inc. Retirement Plan assets move in 2024? ▼
Jws and Sons Inc. Retirement Plan declined sharply - down 17.6% during 2024, from $1M to $850K. Reported net income was -$181K.
How have Jws and Sons Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jws and Sons Inc.'s sponsor-wide assets declined 42.8%, from $1M to $850K.
Where does Jws and Sons Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Jws and Sons Inc. Retirement 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 Profit Sharing plans are similar in size to Jws and Sons Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Source Logistics, Inc. Profit Sharing Plan in IN ($850K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Jws and Sons Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Bgo's Ventures Inc. Retirement Plan in PA (17 participants, $265K 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 822021664.

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.