401(k) · DOL Form 5500 · 2022

Don Jagoda Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
67
Participants Small participant base
65th
Percentile by assets National rank
$148,242
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Don Jagoda Associates, Inc. 401(k) Plan · Sponsored by Don Jagoda Associates, Inc. · New York · Professional & Technical Services

$10M in assets, 67 participants

Don Jagoda Associates, Inc.'s Don Jagoda Associates, Inc. 401(k) Plan reported $10M in total assets and 67 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,703 in Professional & Technical Services (21,562 peers)

Don Jagoda Associates, Inc. multi-year trail

Don Jagoda Associates, Inc.'s plans moved +25.3% in assets from 2022 to 2024; this filing shows Don Jagoda Associates, Inc. 401(k) Plan at $10M / 67 participants.

#13,703
in Professional & Technical Services (21,562 peers)
-14.3%
assets change YoY

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

Don Jagoda Associates, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Don Jagoda Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$9,932,218 Top 35% higher than 65% 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

Don Jagoda Associates, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Don Jagoda Associates, Inc. 401(k) Plan is a small filing (67 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 132723153 · Don Jagoda Associates, Inc. PY 2022 · 401(k)

Don Jagoda Associates, Inc. 401(k) Plan · $10M · 67 · 65th

  • PHOTO $10M
  • IND 67
  • EOY 65th
  • 5500 401(k)
  • ASSETS near Martin-Baker America, Inc. 401(k) Profit Sharing Plan
  • PCT ind #13703

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 Professional & Technical Services retirement plans → · Plans in New York →

Don Jagoda Associates, Inc. 401(k) Plan in the asset neighbourhood

Don Jagoda Associates, Inc. 401(k) PlanDon Jagoda Associates, Inc. …$10MMartin-Baker America, Inc. 401(k) Profit Sharing PlanMartin-Baker America, Inc. 4…$10MSouthland 401(k) Plan$10MRcss Holdings, Inc. 401(k) PlanRcss Holdings, Inc. 401(k) P…$10MTricor Industrial, Inc. 401(k) PlanTricor Industrial, Inc. 401(…$10M
End-of-year total assets ($M) among Don Jagoda Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Don Jagoda Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Don Jagoda Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 25.28814812562511% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.93M $12.4M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 67 $10M
2023 1 73 $12M
2024 1 84 $12M

Don Jagoda Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN132723153
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Don Jagoda Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Don Jagoda Associates, Inc. 401(k) Plan, Total assets ($B): 0.009932218 · Participants: 67Don Jagoda Associates, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Don Jagoda Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Don Jagoda Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Don Jagoda Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Martin-Baker America, Inc. 401(k) Profit Sharing Plan in PA ($10M); by covered participants it is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (67 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Don Jagoda Associates, Inc. 401(k) Plan assets move in 2022? ▼
Don Jagoda Associates, Inc. 401(k) Plan pulled back noticeably - down 14.3% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Don Jagoda Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Don Jagoda Associates, Inc.'s sponsor-wide assets grew 25.3%, from $10M to $12M.
Which 401(k) plans are similar in size to Don Jagoda Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Martin-Baker America, Inc. 401(k) Profit Sharing Plan in PA ($10M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Don Jagoda Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (67 participants, $11M 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 132723153.

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.