Other · DOL Form 5500 · 2024
Jawonio, Inc. Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 397
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $38,712
- Avg per participant Low balance/head
Official DOL plan name: Jawonio, Inc. 403(b)Thrift Plan · Sponsored by Jawonio, Inc. · New York · Other Services
$15M in assets, 397 participants
Jawonio, Inc.'s Jawonio, Inc. 403(b)Thrift Plan reported $15M in total assets and 397 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #6,197 in Other Services (7,719 peers)
Coverage in New York
Jawonio, Inc. 403(b)Thrift Plan covers 397 participants in New York, about 50% of the average New York filer (state average ~798 per filing). Assets: $15M.
- #6,197
- in Other Services (7,719 peers)
- +16.6%
- assets growth YoY
Jawonio, Inc. 403(b)Thrift Plan's mid-pack asset rank among Other Services and all filers
Jawonio, Inc. 403(b)Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,368,678 Top 35% higher than 65% 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
Jawonio, Inc. 403(b)Thrift 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. Jawonio, Inc. 403(b)Thrift Plan sits mid-pack in the medium band (397 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jawonio, Inc. 403(b)Thrift Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Jawonio, Inc. 403(b)Thrift Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Jawonio, Inc. 403(b)Thrift Plan reported participants fell from 468 in the plan year 2023 filing to 397 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 131761660 · Jawonio, Inc. PY 2024 · Other
Jawonio, Inc. 403(b)Thrift Plan · $15M · 397 · 65th
- 5500 $15M
- 5500 397
- 5500 65th
- 5500 Other
- 5500 near Brockton Visiting Nurse Association Retirement Plan
- 5500 ind #6197
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 Other Services retirement plans → · Plans in New York →
Jawonio, Inc. 403(b)Thrift Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 131761660 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jawonio, Inc.)
Sponsor-wide plan assets over time
All Jawonio, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 30.225685188379988% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 661 | $12M |
| 2023 | 1 | 468 | $13M |
| 2024 | 1 | 397 | $15M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Jawonio, Inc. 403(b)Thrift Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Brockton Visiting Nurse Association Retirement Plan in MA ($15M); by covered participants it is Cope Retirement 403(b) Plan in AZ (397 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (397 participants); asset peers above are excluded.
- Cope Retirement 403(b) Plan (AZ) 397 · 0 off
- Eckerd College Defined Contribution Retirement Plan (FL) 397 · 0 off
- Palmer College of Chiropractic 403(b) Plan (IA) 396 · 1 off
- Milton Academy Retirement Plan (MA) 398 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.