Original filing (PDF)20250610122219NAL0025604880001

J. W. CLEARY COMPANY

Name: J. W. CLEARY COMPANY — J. W. CLEARY COMPANY EMPLOYEES' PROFIT SHARING PLAN, Form 5500 (2023)
Creator: J. W. CLEARY COMPANY

Form 5500-SF

FILING_RECEIVED

J. W. CLEARY COMPANY EMPLOYEES' PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J. W. CLEARY COMPANY.

Plan sponsor

Name

J. W. CLEARY COMPANY

EIN

31-1121873

Address

1511 NORTHWEST BLVD. · COLUMBUS, OH · 43212

Phone

(614) 481-8864

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-06-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

CENTRAL FLORIDA COPY CENTERS INC.

XEROGRAPHIC 401K PLAN

$4.1M · 41 participants

HAPI HOLDINGS, INC.

HAPI HOLDINGS, INC. RETIREMENT SAVINGS PLAN

$4.1M · 15 participants

KELVYN PRESS, INC.

FGS KELVYN RETIREMENT PLAN

$4.1M · 57 participants

DOCUMOTION RESEARCH, INC.

DOCUMOTION RESEARCH, INC. 401(K) PLAN

$4.1M · 84 participants

TEAM CONCEPT PRINTING AND THER

TEAM CONCEPT PRINTING AND THER 401(K) PROFIT SHARING PLAN & TRUST

$4.1M · 69 participants