How big is JW Asset Management, LLC's plan?

JW Asset Management, LLC's plan reported $1.4M in assets and 4 participants for 2025.

Original filing (PDF)20260429143143NAL0017639344001

JW Asset Management, LLC

Name: JW Asset Management, LLC — JW Asset Management, LLC, Form 5500 (2025)
Creator: JW Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JW Asset Management, LLC Pension Plan

Defined-benefit pension plan · JW Asset Management, LLC's JW Asset Management, LLC Pension Plan held $1.4M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Jason Klarreich signed JW Asset Management, LLC's 2025 Form 5500 as plan administrator.

Jason Klarreich — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

JW Asset Management, LLC's EIN is 41-2123331.

EIN 41-2123331

Plan number 002

Plan year 2025

ACK ID 20260429143143NAL0017639344001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JW Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

JW Asset Management, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JW ASSET MANAGEMENT, LLC.

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Plan health score

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score