Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J. W. CLEARY COMPANY
EIN 31-1121873printingLatest filing 2025
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.8M assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
J. W. CLEARY COMPANY EMPLOYEES' PROFIT SHARING PLAN
401k
Assets$4.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
J. W. CLEARY COMPANY PENSION PLAN
CashBalance
Assets$1.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | J. W. CLEARY COMPANY EMPLOYEES' PROFIT SHARING PLAN | 401k | $4.4M | 4 | 2025 | |
| 002 | J. W. CLEARY COMPANY PENSION PLAN | CashBalance | $1.4M | 4 | 2025 |
Retirement plans