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Employer · plans filed under one EIN

MJW Consolidated, Inc.

Jacksonville, FL · Construction

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$105Mnet assets across plans
313participant records235 active
$699Kemployer contributions, latest plan years$2,973 per active record
$71KSchedule C compensation to organisations$226.28 per participant record

MJW Consolidated, Inc., based in Jacksonville, Florida, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 313 participant records and $105M in net assets.

The largest is MJW Consolidated, Inc. Employee Stock Ownership Plan, an employee stock ownership plan with 178 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $699K and participant contributions $606K in the latest plan years; benefits paid were $5.7M. Schedule C compensation reported to service provider organisations totalled $71K.

Combined net assets moved from $7.8M in 2009 to $105M in 2025 (up 1238%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
MJW Consolidated, Inc. Employee Stock Ownership Planemployee stock ownership plan2025178$94.2M$529,028$6,075$17K
MJW Consolidated Inc. 401(k) Plan401(k) plan2025135$10.4M$76,933—$54K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $7.8M2010: $9.4M2011: $9.7M2012: $10.9M2013: $12.3M2014: $12.8M2015: $14.2M2016: $17.7M2017: $20.9M2018: $22.5M2019: $28.6M2020: $32.6M2021: $36.6M2022: $44.5M2023: $58.5M2024: $81.9M2025: $105M$7.8M$105M200920122016202020242025
Combined net assets
2009: 1172010: 1102011: 1192012: 1232013: 1422014: 1542015: 1592016: 2822017: 3042018: 3052019: 2812020: 2792021: 3052022: 2972023: 3042024: 2992025: 313117313200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20252313$105M$699K$606K
20242299$81.9M$699K$552K
20232304$58.5M$1.7M$508K
20222297$44.5M$1.6M$475K
20212305$36.6M$982K$449K
20202279$32.6M$1.0M$354K
20192281$28.6M$997K$345K
20182305$22.5M$982K$304K
20172304$20.9M$932K$258K
20162282$17.7M$736K$235K
20151159$14.2M$736K$0
20141154$12.8M$736K$0
20131142$12.3M$736K$0
20121123$10.9M$436K$0
20111119$9.7M$833K$0
20101110$9.4M$988K$0
20091117$7.8M$351K$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Principal Life Insurance CompanyContract Administrator1$38,726
GreatbancInvestment management1$17,265
Gallagher Fiduciary Advisors, LLCInvestment advisory (plan)1$14,835
Morningstar Investment Management LInvestment advisory (participants)1$0
Wilshire Advisors LLCInvestment advisory (plan)1$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Principal Life Insurance Company$39K
Greatbanc$17K
Gallagher Fiduciary Advisors, LLC$15K
Morningstar Investment Management L$0
Wilshire Advisors LLC$0

Questions and answers

How many retirement plans does MJW Consolidated, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: MJW Consolidated, Inc. Employee Stock Ownership Plan and MJW Consolidated Inc. 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does MJW Consolidated, Inc. contribute to its plans?

$698,602 in employer contributions across these plans in their latest plan years, about $2,973 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Principal Life Insurance Company, Greatbanc, Gallagher Fiduciary Advisors, LLC and Morningstar Investment Management L and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.