401(k) · DOL Form 5500 · 2022

J&r Kramer, Inc. 401(k) Plan

Data updated 2026-08-25

$463K
Total assets Small plan by assets
9
Participants Small participant base
18th
Percentile by assets National rank
$51,408
Avg per participant Low balance/head
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Official DOL plan name: J&r Kramer, Inc. Retirement Plan · Sponsored by J&r Kramer, Inc. · Vermont · Other Services

$463K in assets, 9 participants

J&r Kramer, Inc.'s J&r Kramer, Inc. Retirement Plan reported $463K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 18th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,149 in Other Services (8,398 peers)

J&r Kramer, Inc. multi-year trail

J&r Kramer, Inc.'s plans moved +42.0% in assets from 2022 to 2024; this filing shows J&r Kramer, Inc. Retirement Plan at $463K / 9 participants.

#3,149
in Other Services (8,398 peers)
-0.5%
assets change YoY

The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J&r Kramer, Inc. Retirement Plan among the smaller filed plans by assets

J&r Kramer, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$462,675 18th percentile higher than 18% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

J&r Kramer, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J&r Kramer, Inc. Retirement Plan is a micro filing (9 participants), the leftmost band.

Published 5500 schedule card

Filing strip 471124427 · J&r Kramer, Inc. PY 2022 · 401(k)

J&r Kramer, Inc. Retirement Plan · $463K · 9 · 18th

  • BOY $463K
  • SCH 9
  • EBSA 18th
  • PART 401(k)
  • TYPE near Sycamore Ventures 401(k)
  • NET ind #3149

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Vermont →

J&r Kramer, Inc. Retirement Plan in the asset neighbourhood

J&r Kramer, Inc. Retirement PlanJ&r Kramer, Inc. Retirement …$463KSycamore Ventures 401(k)$463KLl Ontap, Inc. 401(k) Profit Sharing PlanLl Ontap, Inc. 401(k) Profit…$463KMy Sweet Tooth, Inc. 401(k) PlanMy Sweet Tooth, Inc. 401(k) …$463KDale J. Coplan, P.C. Profit Sharing PlanDale J. Coplan, P.C. Profit …$463K
End-of-year total assets ($M) among J&r Kramer, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

J&r Kramer, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J&r Kramer, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$657K 42.02755714054142% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M 202220232024 $0.46M $0.66M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 9 $463K
2023 1 8 $562K
2024 1 6 $657K

J&r Kramer, Inc. filing trail (2022)

Total Assets (Beginning of Year)$465K
Net Assets (End of Year)$463K
Net Income-$2K
Employer EIN471124427
Plan Effective Date2014-06-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

Peer 401(k) plans, same state, same plan type, ranked by total assets.

J&r Kramer, Inc. Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants J&r Kramer, Inc. Retirement Plan, Total assets ($B): 0.000462675 · Participants: 9J&r Kramer, Inc. Retirement PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.648944074 · Participants: 8856The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.259900906 · Participants: 1153National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.196446196 · Participants: 512Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.131415774 · Participants: 515Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.114229826 · Participants: 380Incentive Retirement Plan for Employees of PC Construction Company
J&r Kramer, Inc. Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare J&r Kramer, Inc. Retirement Plan side-by-side with 3 peers →

J&r Kramer, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Sycamore Ventures 401(k) in AZ ($463K); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($463K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did J&r Kramer, Inc. Retirement Plan assets move in 2022? ▼
J&r Kramer, Inc. Retirement Plan held essentially flat - down 0.5% during 2022, from $465K to $463K. Reported net income was -$2K.
How have J&r Kramer, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J&r Kramer, Inc.'s sponsor-wide assets grew 42.0%, from $463K to $657K.
Where does J&r Kramer, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
J&r Kramer, Inc. Retirement Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to J&r Kramer, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sycamore Ventures 401(k) in AZ ($463K, 1 participant).
Which 401(k) plans cover a similar participant headcount to J&r Kramer, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 471124427.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.