Original filing (PDF)20250610122302NAL0014787281001

J. W. CLEARY COMPANY

Name: J. W. CLEARY COMPANY — J. W. CLEARY COMPANY PENSION PLAN, Form 5500 (2023)
Creator: J. W. CLEARY COMPANY

Form 5500-SF

FILING_RECEIVED

J. W. CLEARY COMPANY PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

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

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-06-10

Pension benefit codes

1A · Pay-related DB formula

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

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