401(k) · DOL Form 5500 · 2022

J.M. Oliver, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
198
Participants Below avg headcount
73rd
Percentile by assets National rank
$79,022
Avg per participant Below avg balance/head
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Official DOL plan name: J. M. Oliver 401(k) Retirement Plan · Sponsored by J.M. Oliver, Inc. · Pennsylvania · Construction

$16M in assets, 198 participants

J.M. Oliver, Inc.'s J. M. Oliver 401(k) Retirement Plan reported $16M in total assets and 198 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #7,256 in Construction (9,927 peers)

Coverage in Pennsylvania

J. M. Oliver 401(k) Retirement Plan covers 198 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $16M.

#7,256
in Construction (9,927 peers)
-20.5%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J. M. Oliver 401(k) Retirement Plan's outsized position by total assets

J. M. Oliver 401(k) Retirement Plan vs every filed plan by assets

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

$15,646,318 Top 27% higher than 73% 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. M. Oliver 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J. M. Oliver 401(k) Retirement Plan sits mid-pack in the medium band (198 participants).

EBSA filing schedule strip

Filing strip 232287743 · J.M. Oliver, Inc. PY 2022 · 401(k)

J. M. Oliver 401(k) Retirement Plan · $16M · 198 · 73rd

  • TYPE $16M
  • NET 198
  • BOOK 73rd
  • VS-ST 401(k)
  • BOY near The Lane Press, Inc. 401(k) Plan
  • SCH ind #7256

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 Construction retirement plans → · Plans in Pennsylvania →

J. M. Oliver 401(k) Retirement Plan in the asset neighbourhood

J. M. Oliver 401(k) Retirement PlanJ. M. Oliver 401(k) Retireme…$16MThe Lane Press, Inc. 401(k) PlanThe Lane Press, Inc. 401(k) …$16MY. Hata & Company, Limited Profit-Sharing and 401(k) Retirement Savings PlanY. Hata & Company, Limited P…$16MG. W. Henssler & Associates, Ltd 401(k) Profit Sharing PlanG. W. Henssler & Associates,…$16MBejo Seeds, Inc. 401(k) Savings PlanBejo Seeds, Inc. 401(k) Savi…$16M
End-of-year total assets ($M) among J. M. Oliver 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$16M
Net Income-$4M
Employer EIN232287743
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.M. Oliver, Inc.)

Sponsor-wide plan assets over time

All J.M. Oliver, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 24.540112248773163% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.7M $19.5M ▲ +24.5%
Year Plans Participants Total Assets
2022 1 198 $16M
2023 1 193 $18M
2024 1 176 $19M

Nearby 401(k) Plans in Pennsylvania

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

J. M. Oliver 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants J. M. Oliver 401(k) Retirement Plan, Total assets ($B): 0.015646318 · Participants: 198J. M. Oliver 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
J. M. Oliver 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare J. M. Oliver 401(k) Retirement Plan side-by-side with 3 peers →

J. M. Oliver 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is The Lane Press, Inc. 401(k) Plan in VT ($16M); by covered participants it is Carparts Distribution Center, Inc. Profit Sharing Plan in NH (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 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. M. Oliver 401(k) Retirement Plan assets move in 2022? ▼
J. M. Oliver 401(k) Retirement Plan declined sharply - down 20.5% during 2022, from $20M to $16M. Reported net income was -$4M.
How have J.M. Oliver, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.M. Oliver, Inc.'s sponsor-wide assets grew 24.5%, from $16M to $19M.
Which 401(k) plans are similar in size to J. M. Oliver 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Lane Press, Inc. 401(k) Plan in VT ($16M, 132 participants).
Which 401(k) plans cover a similar participant headcount to J. M. Oliver 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carparts Distribution Center, Inc. Profit Sharing Plan in NH (198 participants, N/A 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 232287743.

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.