Defined Benefit (Pension) · DOL Form 5500 · 2024

D & W Jewelry Co. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 2
Participants Small participant base: 29th
Percentile by assets National rank: $975,982
Avg per participant High balance/head

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Official DOL plan name: D & W Jewelry Co. Pension Plan · Sponsored by D & W Jewelry Co. · New York · Retail Trade

$2M in assets, 2 participants

D & W Jewelry Co.'s D & W Jewelry Co. Pension Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

#3,360 in Retail Trade (8,048 peers)

What the 2024 filing shows

D & W Jewelry Co. Pension Plan holds $2M for 2 participants - about $975,982 per participant, in the lower half of filed plans by assets.

#3,360
in Retail Trade (8,048 peers): -7.6%
assets change YoY

The plan reported a net loss of $162K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

D & W Jewelry Co. Pension Plan among the smaller filed plans by assets

D & W Jewelry Co. Pension Plan vs every filed plan by assets

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

$1,951,964 29th percentile higher than 29% 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

D & W Jewelry Co. Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. D & W Jewelry Co. Pension Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

D & W Jewelry Co. Pension Plan reported net income rose from -$436K in the plan year 2023 filing to -$162K in the plan year 2024 filing.
D & W Jewelry Co. Pension Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 133237859 · D & W Jewelry Co. PY 2024 · Defined Benefit (Pension)

D & W Jewelry Co. Pension Plan · $2M · 2 · 29th

BOY $2M
SCH 2
EBSA 29th
PART Defined Benefit (Pension)
TYPE near Retirement Plan for Salaried Employees of the Jax. Transit Management Corp.
NET ind #3360

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 Retail Trade retirement plans → · Plans in New York →

End-of-year total assets ($M) among D & W Jewelry Co. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	-$162K
Employer EIN	133237859
Plan Effective Date	2000-12-28
Filing Status	FILING RECEIVED

Sponsor Plan History (D & W Jewelry Co.)

Latest sponsor-wide plan assets: $3M 3.0494945269987657% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	6	$3M
2023	2	6	$3M
2024	2	6	$3M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

D & W Jewelry Co. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $17.9B · 48,014
1199seiu Health Care Employees Pension Fund $16.9B · 111,833
Consolidated Edison Retirement Plan $15.6B · 10,608
Pfizer Consolidated Pension Plan $10.0B · 8,876
GE Energy Pension Plan $8.9B · 5,829

Compare D & W Jewelry Co. Pension Plan side-by-side with 3 peers →

D & W Jewelry Co. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Salaried Employees of the Jax. Transit Management Corp. in FL ($2M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Avh Enterprises, Inc. Retirement Plan (VA) 2 · 0 off
Tres Rios Retirement Plan Trust (PR) 2 · 0 off
Sterling Builder Group, Inc. DB Plan (GA) 2 · 0 off
Marriagemax, Inc. Defined Benefit Plan & Trust (MD) 2 · 0 off

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 D & W Jewelry Co. Pension Plan assets move in 2024? ▼

D & W Jewelry Co. Pension Plan pulled back noticeably - down 7.6% during 2024, from $2M to $2M. Reported net income was -$162K.

How have D & W Jewelry Co. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), D & W Jewelry Co.'s sponsor-wide assets declined 3.0%, from $3M to $3M.

Which Defined Benefit (Pension) plans are similar in size to D & W Jewelry Co. Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Salaried Employees of the Jax. Transit Management Corp. in FL ($2M, 5 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to D & W Jewelry Co. Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avh Enterprises, Inc. Retirement Plan in VA (2 participants, N/A 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 133237859.