401(k) · DOL Form 5500 · 2024
Jwk Management Group, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 33
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $99,218
- Avg per participant Below avg balance/head
Official DOL plan name: Jwk Management Group 401(k) Plan · Sponsored by Jwk Management Group, LLC · Indiana · Professional & Technical Services
$3M in assets, 33 participants
Jwk Management Group, LLC's Jwk Management Group 401(k) Plan reported $3M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #6,450 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Jwk Management Group 401(k) Plan holds $3M for 33 participants - about $99,218 per participant, in the lower half of filed plans by assets.
- #6,450
- in Professional & Technical Services (20,173 peers)
- -4.3%
- assets change YoY
The plan reported a net loss of $148K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jwk Management Group 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Jwk Management Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,274,187 35th percentile higher than 35% 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
Jwk Management Group 401(k) 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. Jwk Management Group 401(k) Plan is a small filing (33 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 471735058 · Jwk Management Group, LLC PY 2024 · 401(k)
Jwk Management Group 401(k) Plan · $3M · 33 · 35th
- IND $3M
- IND 33
- IND 35th
- IND 401(k)
- IND near Life Benefit Plan Member 401(k) Plan
- IND ind #6450
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 Professional & Technical Services retirement plans → · Plans in Indiana →
Jwk Management Group 401(k) Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$148K |
| Employer EIN | 471735058 |
| Plan Effective Date | 2003-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Jwk Management Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Life Benefit Plan Member 401(k) Plan in NY ($3M); by covered participants it is Univision De Puerto Rico Inc., Savings Plan in PR (33 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.
- Univision De Puerto Rico Inc., Savings Plan (PR) 33 · 0 off
- PLC Communications, Inc. 401(k) Plan (NC) 33 · 0 off
- B & W Title Company Group 401(k) Plan (TX) 33 · 0 off
- Main Street Advisors Retirement Plan (CA) 33 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.