Retirement plan

JAY BERWANGER, INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN

Name: JAY BERWANGER, INC. - JAY BERWANGER, INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN (2025) Form 5500
Creator: JAY BERWANGER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAY BERWANGER, INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN, JAY BERWANGER, INC.

JAY BERWANGER, INC.EIN 36-2102783Plan #001PY 2025

1245 WARREN AVENUE - DOWNERS GROVE, IL 605153548630-963-1800jayberwangerinc.comLinkedIn1-10 employeesplastics

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$10.1M

+9.4% from 2024

Total participants

+9.1% from 2024

Average account balance

$844,197

+0.3% from 2024

Annual return

9.70%

-3.25 pp from 2024

Benchmarks

See 4,952 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort4,952 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$10.13M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$844K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$128K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.70%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$16794

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$202K

$18321 / participant

Other / not subdivided$202K100.0%

% of EOY assets

1.989%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$844,197

$254,759+231.4%

$216,567+289.8%

$198,609+325.1%

Participation rate

100.0%

84.5%+15.5pp

81.6%+18.4pp

82.4%+17.6pp

Annual return

9.70%

10.04%-0.3pp

12.94%-3.2pp

202.70%-193.0pp

Employer contribution / active EE

$5,477

$6,096-10.2%

$5,216+5.0%

$5,055+8.3%

Participant deferral / active EE

$6,152

$6,948-11.5%

$6,191-0.6%

$6,977-11.8%

Admin fee / account holder

$16,794

$26,311-36.2%

$21,981-23.6%

$19,030-11.8%

JAY BERWANGER, INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JAY BERWANGER, INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion