Defined Benefit (Pension) · DOL Form 5500 · 2022
Jrmb II, Inc. Pension Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 234
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $99,952
- Avg per participant Below avg balance/head
Official DOL plan name: Jrmb II Pension Plan · Sponsored by Jrmb II, Inc. · Oklahoma · Finance & Insurance
$23M in assets, 234 participants
Jrmb II, Inc.'s Jrmb II Pension Plan reported $23M in total assets and 234 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.
- #6,211 in Finance & Insurance (9,261 peers)
Coverage in Oklahoma
Jrmb II Pension Plan covers 234 participants in Oklahoma, about 31% of the average Oklahoma filer (state average ~760 per filing). Assets: $23M.
- #6,211
- in Finance & Insurance (9,261 peers)
- -39.3%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jrmb II Pension Plan's outsized position by total assets
Jrmb II Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$23,388,840 Top 21% higher than 79% 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
Jrmb II Pension 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. Jrmb II Pension Plan sits mid-pack in the medium band (234 participants).
Published 5500 schedule card
Filing strip 273629393 · Jrmb II, Inc. PY 2022 · Defined Benefit (Pension)
Jrmb II Pension Plan · $23M · 234 · 79th
- IND $23M
- EOY 234
- 5500 79th
- ASSETS Defined Benefit (Pension)
- PCT near True Community Credit Union Cash Balance Defined Benefit Plan and Trust
- EIN ind #6211
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 Oklahoma →
Jrmb II Pension Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$15M |
| Employer EIN | 273629393 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jrmb II, Inc.)
Sponsor-wide plan assets over time
All Jrmb II, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 31.302980444850892% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 941 | $46M |
| 2023 | 2 | 854 | $54M |
| 2024 | 2 | 883 | $61M |
Nearby Defined Benefit (Pension) Plans in Oklahoma
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pipeline Industry Pension Fund $1.4B · 2,848
- Williams Pension Plan $879M · 3,868
- One Gas, Inc. Retirement Plan $769M · 840
- Retirement Plan for Employees of Devon Energy Corporation $482M · 181
- Integris Health, Inc. Retirement Plan a $408M · 1,297
Jrmb II Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oklahoma, the nearest Defined Benefit (Pension) by assets is True Community Credit Union Cash Balance Defined Benefit Plan and Trust in MI ($23M); by covered participants it is Swift Pension Plan in VA (234 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (234 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.