401(k) · DOL Form 5500 · 2022

Jon-Don, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
434
Participants Below avg headcount
79th
Percentile by assets National rank
$51,948
Avg per participant Low balance/head
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Official DOL plan name: Jon-Don, LLC Employees' 401(k) Plan · Sponsored by Jon-Don, LLC · Illinois · Wholesale Trade

$23M in assets, 434 participants

Jon-Don, LLC's Jon-Don, LLC Employees' 401(k) Plan reported $23M in total assets and 434 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.

  • #5,313 in Wholesale Trade (6,843 peers)

Where Jon-Don, LLC Employees' 401(k) Plan sits by assets

Jon-Don, LLC Employees' 401(k) Plan sits in the top quartile of all filed plans by assets, $23M for 434 participants (~$51,948/participant), down 13.7% in 2022.

#5,313
in Wholesale Trade (6,843 peers)
-13.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Jon-Don, LLC Employees' 401(k) Plan's outsized position by total assets

Jon-Don, LLC Employees' 401(k) Plan vs every filed plan by assets

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

$22,545,605 Top 21% higher than 79% 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

Jon-Don, LLC Employees' 401(k) 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. Jon-Don, LLC Employees' 401(k) Plan sits mid-pack in the medium band (434 participants).

Form 5500 schedule snapshot

Filing strip 362974501 · Jon-Don, LLC PY 2022 · 401(k)

Jon-Don, LLC Employees' 401(k) Plan · $23M · 434 · 79th

  • PART $23M
  • TYPE 434
  • NET 79th
  • BOOK 401(k)
  • VS-ST near Engagesmart, Inc. 401(k) Retirement Plan
  • BOY ind #5313

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 Wholesale Trade retirement plans → · Plans in Illinois →

Jon-Don, LLC Employees' 401(k) Plan in the asset neighbourhood

Jon-Don, LLC Employees' 401(k) PlanJon-Don, LLC Employees' 401(…$23MEngagesmart, Inc. 401(k) Retirement PlanEngagesmart, Inc. 401(k) Ret…$23MNna Services Profit Sharing 401(k) PlanNna Services Profit Sharing …$23MVan Scoyoc Associates, Inc. 401(k) Profit-Sharing Plan & TrustVan Scoyoc Associates, Inc. …$23MSukut 401(k) Plan$23M
End-of-year total assets ($M) among Jon-Don, LLC Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$23M
Net Income-$4M
Employer EIN362974501
Plan Effective Date1993-07-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Jon-Don, LLC)

Sponsor-wide plan assets over time

All Jon-Don, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 23.093276938010757% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $22.6M $27.8M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 434 $23M
2023 1 486 $27M
2024 1 478 $28M

Nearby 401(k) Plans in Illinois

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

Jon-Don, LLC Employees' 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Jon-Don, LLC Employees' 401(k) Plan, Total assets ($B): 0.022545605 · Participants: 434Jon-Don, LLC Employees' 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Jon-Don, LLC Employees' 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Jon-Don, LLC Employees' 401(k) Plan side-by-side with 3 peers →

Jon-Don, LLC Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Engagesmart, Inc. 401(k) Retirement Plan in MA ($23M); by covered participants it is Emprise Bank 401(k) Plan in KS (434 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 (434 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 Jon-Don, LLC Employees' 401(k) Plan assets move in 2022? ▼
Jon-Don, LLC Employees' 401(k) Plan pulled back noticeably - down 13.7% during 2022, from $26M to $23M. Reported net income was -$4M.
How have Jon-Don, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jon-Don, LLC's sponsor-wide assets grew 23.1%, from $23M to $28M.
Where does Jon-Don, LLC Employees' 401(k) Plan rank by assets among Form 5500 filers? ▼
Jon-Don, LLC Employees' 401(k) Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jon-Don, LLC Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Engagesmart, Inc. 401(k) Retirement Plan in MA ($23M, 786 participants).
Which 401(k) plans cover a similar participant headcount to Jon-Don, LLC Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Emprise Bank 401(k) Plan in KS (434 participants, $41M 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 362974501.

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.