401(k) · DOL Form 5500 · 2024

Jwch Institute, Inc. 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
1,201
Participants Near avg headcount
84th
Percentile by assets National rank
$40,907
Avg per participant Low balance/head
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Official DOL plan name: Jwch Institute, Inc. 401(k) Profit Sharing Plan · Sponsored by Jwch Institute, Inc. · California · Healthcare & Social Assistance

$49M in assets, 1,201 participants

Jwch Institute, Inc.'s Jwch Institute, Inc. 401(k) Profit Sharing Plan reported $49M in total assets and 1,201 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #14,583 in Healthcare & Social Assistance (16,916 peers)

Where Jwch Institute, Inc. 401(k) Profit Sharing Plan sits by assets

Jwch Institute, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $49M for 1,201 participants (~$40,907/participant), up 23.8% in 2024.

#14,583
in Healthcare & Social Assistance (16,916 peers)
+23.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Jwch Institute, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Jwch Institute, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$49,129,134 Top 16% higher than 84% 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

Jwch Institute, Inc. 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jwch Institute, Inc. 401(k) Profit Sharing Plan lands in the large band (1,201 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jwch Institute, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $40M in the plan year 2023 filing to $49M in the plan year 2024 filing.
  • Jwch Institute, Inc. 401(k) Profit Sharing Plan reported net income rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Jwch Institute, Inc. 401(k) Profit Sharing Plan reported participants rose from 1,090 in the plan year 2023 filing to 1,201 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 952289916 · Jwch Institute, Inc. PY 2024 · 401(k)

Jwch Institute, Inc. 401(k) Profit Sharing Plan · $49M · 1,201 · 84th

  • RANK $49M
  • PHOTO 1,201
  • IND 84th
  • EOY 401(k)
  • 5500 near Stratus Unlimited, LLC 401(k) Plan
  • ASSETS ind #14583

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Jwch Institute, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

America's First Federal Credit Union Retirement Savings PlanAmerica's First Federal Cred…$49MJwch Institute, Inc. 401(k) Profit Sharing PlanJwch Institute, Inc. 401(k) …$49MStratus Unlimited, LLC 401(k) PlanStratus Unlimited, LLC 401(k…$49MFurniture Row 401(k) Savings PlanFurniture Row 401(k) Savings…$49MIndependent Project Analysis, Inc. 401(k) PlanIndependent Project Analysis…$49M
End-of-year total assets ($M) among Jwch Institute, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$49M
Net Income$9M
Employer EIN952289916
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jwch Institute, Inc.)

Sponsor-wide plan assets over time

All Jwch Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 58.1803459661224% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $31.1M $49.1M ▲ +58.2%
Year Plans Participants Total Assets
2022 1 924 $31M
2023 1 1,090 $40M
2024 1 1,201 $49M

Nearby 401(k) Plans in California

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

Jwch Institute, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Jwch Institute, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.049129134 · Participants: 1201Jwch Institute, Inc. 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Jwch Institute, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jwch Institute, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jwch Institute, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Stratus Unlimited, LLC 401(k) Plan in OH ($49M); by covered participants it is Nova Employee Savings Trust (N.E.S.T.) in MA (1,201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,201 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 Jwch Institute, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Jwch Institute, Inc. 401(k) Profit Sharing Plan grew sharply - up 23.8% during 2024, from $40M to $49M. Reported net income was $9M.
How have Jwch Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jwch Institute, Inc.'s sponsor-wide assets grew 58.2%, from $31M to $49M.
Where does Jwch Institute, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jwch Institute, Inc. 401(k) Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jwch Institute, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stratus Unlimited, LLC 401(k) Plan in OH ($49M, 1,014 participants).
Which 401(k) plans cover a similar participant headcount to Jwch Institute, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nova Employee Savings Trust (N.E.S.T.) in MA (1,201 participants, $180M 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 952289916.

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.