How big is JW Utilities' plan?

JW Utilities' plan reported $202K in assets and 10 participants for 2024.

Original filing (PDF)20250731134300NAL0008608464001

JW Utilities

Name: JW Utilities — JW Utilities Retirement Trust, Form 5500 (2024)
Creator: JW Utilities
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JW Utilities Retirement Trust

401(k) retirement plan · JW Utilities' JW Utilities Retirement Trust held $202K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$202K

Net assets (EOY)

$202K

People on this filing

Plan Sponsor signed JW Utilities' 2024 Form 5500 as plan administrator.

Plan Sponsor — 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 Utilities' EIN is 46-4211655.

EIN 46-4211655

Plan number 001

Plan year 2024

ACK ID 20250731134300NAL0008608464001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JW Utilities from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JW Utilities' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

JW UTILITIES

EIN

all filings

Address

14783 CR 1313 · MALAKOFF, TX · 75148

Phone

(903) 477-7366

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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