401(k) · DOL Form 5500 · 2022
J and R Associates 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 28
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $71,007
- Avg per participant Below avg balance/head
Official DOL plan name: J and R Companies 401(k) Plan · Sponsored by J and R Associates · Pennsylvania · Real Estate
$2M in assets, 28 participants
J and R Associates's J and R Companies 401(k) Plan reported $2M in total assets and 28 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- #2,644 in Real Estate (5,057 peers)
2022 asset change
J and R Companies 401(k) Plan contracted severely 36.1% in 2022 ($3M → $2M) for 28 participants.
- #2,644
- in Real Estate (5,057 peers)
- -36.1%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
J and R Companies 401(k) Plan's mid-pack asset rank among Real Estate and all filers
J and R Companies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,988,190 34th percentile higher than 34% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
J and R Companies 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. J and R Companies 401(k) Plan is a small filing (28 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 042663479 · J and R Associates PY 2022 · 401(k)
J and R Companies 401(k) Plan · $2M · 28 · 34th
- RANK $2M
- PHOTO 28
- IND 34th
- EOY 401(k)
- 5500 near Pura Scents, Inc. 401(k) Plan
- ASSETS ind #2644
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 Real Estate retirement plans → · Plans in Pennsylvania →
J and R Companies 401(k) Plan in the asset neighbourhood
J and R Associates years around the 2022 move
Sponsor-wide plan assets over time
All J and R Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 1.6943551672626862% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 28 | $2M |
| 2023 | 1 | 32 | $2M |
| 2024 | 1 | 21 | $2M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$1M |
| Employer EIN | 042663479 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
J and R Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Pura Scents, Inc. 401(k) Plan in UT ($2M); by covered participants it is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL (28 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Pura Scents, Inc. 401(k) Plan (UT) $2M · 122
- Jbtjkst Investments, Inc. 401(k) Plan (FL) $2M · 18
- Tbs Services, Inc. Profit Sharing Plan (NJ) $2M · 10
- Ppfa Retirement Plan (CA) $2M · 19
Similar participant headcount
Nearest other-state filings by covered participants (28 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.