401(k) · DOL Form 5500 · 2024

C.J.W., Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
113
Participants Small participant base
70th
Percentile by assets National rank
$179,264
Avg per participant Above avg balance/head
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Official DOL plan name: C.J.W., Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by C.J.W., Inc. · Wisconsin · Wholesale Trade

$20M in assets, 113 participants

C.J.W., Inc.'s C.J.W., Inc. 401(k) Profit Sharing Plan and Trust reported $20M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,053 in Wholesale Trade (6,080 peers)

Coverage in Wisconsin

C.J.W., Inc. 401(k) Profit Sharing Plan and Trust covers 113 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $20M.

#4,053
in Wholesale Trade (6,080 peers)
+14.0%
assets growth YoY

C.J.W., Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

C.J.W., Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$20,256,820 Top 30% higher than 70% 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

C.J.W., Inc. 401(k) Profit Sharing Plan and Trust 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. C.J.W., Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • C.J.W., Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • C.J.W., Inc. 401(k) Profit Sharing Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • C.J.W., Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 109 in the plan year 2023 filing to 113 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391216257 · C.J.W., Inc. PY 2024 · 401(k)

C.J.W., Inc. 401(k) Profit Sharing Plan and Trust · $20M · 113 · 70th

  • TYPE $20M
  • NET 113
  • BOOK 70th
  • VS-ST 401(k)
  • BOY near Applegreen US Retirement Plan
  • SCH ind #4053

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 Wisconsin →

C.J.W., Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

C.J.W., Inc. 401(k) Profit Sharing Plan and TrustC.J.W., Inc. 401(k) Profit S…$20MApplegreen US Retirement Plan$20MBaker Electric 401(k) Retirement Savings Plan VBaker Electric 401(k) Retire…$20MRenaissance Employee Savings TrustRenaissance Employee Savings…$20MAutomated Conveyor Systems, Inc. Profit Sharing PlanAutomated Conveyor Systems, …$20M
End-of-year total assets ($M) among C.J.W., Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN391216257
Plan Effective Date1983-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (C.J.W., Inc.)

Sponsor-wide plan assets over time

All C.J.W., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 14.00059249094268% vs 2023
2024 filing year
$17M$18M$19M$20M$21M 20232024 $17.8M $20.3M ▲ +14.0%
Year Plans Participants Total Assets
2023 1 109 $18M
2024 1 113 $20M

Nearby 401(k) Plans in Wisconsin

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

C.J.W., Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants C.J.W., Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.02025682 · Participants: 113C.J.W., Inc. 401(k) Profit Sharing Plan and TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
C.J.W., Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare C.J.W., Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

C.J.W., Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Applegreen US Retirement Plan in SC ($20M); by covered participants it is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (113 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 C.J.W., Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
C.J.W., Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 14.0% during 2024, from $18M to $20M. Reported net income was $3M.
How have C.J.W., Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), C.J.W., Inc.'s sponsor-wide assets grew 14.0%, from $18M to $20M.
Which 401(k) plans are similar in size to C.J.W., Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Applegreen US Retirement Plan in SC ($20M, 5,403 participants).
Which 401(k) plans cover a similar participant headcount to C.J.W., Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants, $918K 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 391216257.

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.