401(k) · DOL Form 5500 · 2024

Jowonio School 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
108
Participants Small participant base
42nd
Percentile by assets National rank
$46,977
Avg per participant Low balance/head
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Official DOL plan name: Jowonio School Employees' Deferred Savings & Profit Sharing Plan · Sponsored by Jowonio School · New York · Educational Services

$5M in assets, 108 participants

Jowonio School's Jowonio School Employees' Deferred Savings & Profit Sharing Plan reported $5M in total assets and 108 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #994 in Educational Services (3,638 peers)

Coverage in New York

Jowonio School Employees' Deferred Savings & Profit Sharing Plan covers 108 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $5M.

#994
in Educational Services (3,638 peers)
+12.7%
assets growth YoY

Jowonio School Employees' Deferred Savings & Profit Sharing Plan's mid-pack asset rank among Educational Services and all filers

Jowonio School Employees' Deferred Savings & Profit Sharing Plan vs every filed plan by assets

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

$5,073,462 42nd percentile higher than 42% 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

Jowonio School Employees' Deferred Savings & Profit Sharing 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. Jowonio School Employees' Deferred Savings & Profit Sharing Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jowonio School Employees' Deferred Savings & Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Jowonio School Employees' Deferred Savings & Profit Sharing Plan reported net income rose from $515K in the plan year 2023 filing to $571K in the plan year 2024 filing.
  • Jowonio School Employees' Deferred Savings & Profit Sharing Plan reported participants rose from 103 in the plan year 2023 filing to 108 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 160981162 · Jowonio School PY 2024 · 401(k)

Jowonio School Employees' Deferred Savings & Profit Sharing Plan · $5M · 108 · 42nd

  • PHOTO $5M
  • PHOTO 108
  • PHOTO 42nd
  • PHOTO 401(k)
  • PHOTO near Printfly 401(k) Plan
  • PHOTO ind #994

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 Educational Services retirement plans → · Plans in New York →

Jowonio School Employees' Deferred Savings & Profit Sharing Plan in the asset neighbourhood

Jowonio School Employees' Deferred Savings & Profit Sharing PlanJowonio School Employees' De…$5MPrintfly 401(k) Plan$5MChild Start, Inc. 403(b) Retirement Plan and TrustChild Start, Inc. 403(b) Ret…$5MKlientboost Performance 401(k) PlanKlientboost Performance 401(…$5MBrennan & Wasden, LLC Profit Sharing PlanBrennan & Wasden, LLC Profit…$5M
End-of-year total assets ($M) among Jowonio School Employees' Deferred Savings & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$571K
Employer EIN160981162
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jowonio School)

Sponsor-wide plan assets over time

All Jowonio School plans reported in each filing year

Latest sponsor-wide plan assets
$5M 27.2067534542402% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.99M $5.07M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 95 $4M
2023 1 103 $5M
2024 1 108 $5M

Nearby 401(k) Plans in New York

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

Jowonio School Employees' Deferred Savings & Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Jowonio School Employees' Deferred Savings & Profit Sharing Plan, Total assets ($B): 0.005073462 · Participants: 108Jowonio School Employees' Deferred Savings & Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Jowonio School Employees' Deferred Savings & Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jowonio School Employees' Deferred Savings & Profit Sharing Plan side-by-side with 3 peers →

Jowonio School Employees' Deferred Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Printfly 401(k) Plan in PA ($5M); by covered participants it is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Jowonio School Employees' Deferred Savings & Profit Sharing Plan assets move in 2024? ▼
Jowonio School Employees' Deferred Savings & Profit Sharing Plan grew at a solid clip - up 12.7% during 2024, from $5M to $5M. Reported net income was $571K.
How have Jowonio School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jowonio School's sponsor-wide assets grew 27.2%, from $4M to $5M.
Which 401(k) plans are similar in size to Jowonio School Employees' Deferred Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Printfly 401(k) Plan in PA ($5M, 256 participants).
Which 401(k) plans cover a similar participant headcount to Jowonio School Employees' Deferred Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants, $4M 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 160981162.

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.