401(k) · DOL Form 5500 · 2022

Jana Special Situations Management LP 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
22
Participants Small participant base
70th
Percentile by assets National rank
$597,430
Avg per participant High balance/head
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Official DOL plan name: Jana Special Situations Management LP Profit Sharing/401(k) Plan · Sponsored by Jana Special Situations Management LP · New York · Finance & Insurance

$13M in assets, 22 participants

Jana Special Situations Management LP's Jana Special Situations Management LP Profit Sharing/401(k) Plan reported $13M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #5,025 in Finance & Insurance (9,261 peers)

Jana Special Situations Management LP multi-year trail

Jana Special Situations Management LP's plans moved +32.7% in assets from 2022 to 2024; this filing shows Jana Special Situations Management LP Profit Sharing/401(k) Plan at $13M / 22 participants.

#5,025
in Finance & Insurance (9,261 peers)
-19.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jana Special Situations Management LP Profit Sharing/401(k) Plan's outsized position by total assets

Jana Special Situations Management LP Profit Sharing/401(k) Plan vs every filed plan by assets

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

$13,143,470 Top 30% higher than 70% 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

Jana Special Situations Management LP Profit Sharing/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. Jana Special Situations Management LP Profit Sharing/401(k) Plan is a small filing (22 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 900613671 · Jana Special Situations Management LP PY 2022 · 401(k)

Jana Special Situations Management LP Profit Sharing/401(k) Plan · $13M · 22 · 70th

  • SCH $13M
  • SCH 22
  • SCH 70th
  • SCH 401(k)
  • SCH near Cbc U 401(k) Plan
  • SCH ind #5025

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 Finance & Insurance retirement plans → · Plans in New York →

Jana Special Situations Management LP Profit Sharing/401(k) Plan in the asset neighbourhood

Jana Special Situations Management LP Profit Sharing/401(k) PlanJana Special Situations Mana…$13MCbc U 401(k) Plan$13MIntegrits Corporation 401(k) PlanIntegrits Corporation 401(k)…$13MProgressive Converting Inc 401(k) PlanProgressive Converting Inc 4…$13MThe Orthopedic Specialty Clinic 401(k) PlanThe Orthopedic Specialty Cli…$13M
End-of-year total assets ($M) among Jana Special Situations Management LP Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Jana Special Situations Management LP multi-year asset trail

Sponsor-wide plan assets over time

All Jana Special Situations Management LP plans reported in each filing year

Latest sponsor-wide plan assets
$17M 32.66938639491702% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.1M $17.4M ▲ +32.7%
Year Plans Participants Total Assets
2022 1 22 $13M
2023 1 22 $17M
2024 1 20 $17M

Jana Special Situations Management LP filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN900613671
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Jana Special Situations Management LP Profit Sharing/401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Jana Special Situations Management LP Profit Sharing/401(k) Plan, Total assets ($B): 0.01314347 · Participants: 22Jana Special Situations Management LP Profit Sharing/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
Jana Special Situations Management LP Profit Sharing/401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jana Special Situations Management LP Profit Sharing/401(k) Plan side-by-side with 3 peers →

Jana Special Situations Management LP Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cbc U 401(k) Plan in WI ($13M); by covered participants it is Bei 401(k) Plan in ID (22 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Jana Special Situations Management LP Profit Sharing/401(k) Plan assets move in 2022? ▼
Jana Special Situations Management LP Profit Sharing/401(k) Plan declined sharply - down 19.9% during 2022, from $16M to $13M. Reported net income was -$3M.
How have Jana Special Situations Management LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jana Special Situations Management LP's sponsor-wide assets grew 32.7%, from $13M to $17M.
Which 401(k) plans are similar in size to Jana Special Situations Management LP Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cbc U 401(k) Plan in WI ($13M, 230 participants).
Which 401(k) plans cover a similar participant headcount to Jana Special Situations Management LP Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bei 401(k) Plan in ID (22 participants, $1M 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 900613671.

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.