Plan Ledger DOL Form 5500 · updated monthly

C.J.W., Inc.401(k)

C.J.W., INC. 401(K) PROFIT SHARING PLAN AND TRUST · RACINE, WI · plan year 2024

Employer contribution per participant · 2024
$4,588

C.J.W., Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $20,256,820 across 137 participant accounts, with employer contributions averaging $4,588 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 856th-largest of 1,936 plans among Wisconsin employers on file, and the 1,875th of 4,246 in wholesale trade. In 2024, employees put in $1.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,256,820
Participants with balances137
Active participants109
Employer contributions$500,098
Employee contributions$593,148
Employer contribution per active participant$4,588
Average account balance$147,860
Benefits paid to participants$443,102
Plan auditUnmodified (clean) audit opinion
AuditorVRAKAS SC
Plan history2
Yearassets · accounts · employer contribution
2024$20.3M · 137 accts · $500K emplr
2023$17.8M · 123 accts · $422K emplr
The C.J.W., Inc. 401(k) match · 2024
Employer contribution per active participant$4,588
Median for plans this size$2,416
2024$4,588 per active participant
2023$4,102 per active participant

C.J.W., Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history2
2024Not separately reported
2023Not separately reported
Similar plansWholesale Trade · Wisconsin
Johnson Tractor Inc WI$22.3M · 0.23%
Naviant, LLC. WI$21.7M · 0.58%
The F. Dohmen Co. WI$21.3M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391216257 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.