401(k) · DOL Form 5500 · 2022

Joerns, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
896
Participants Near avg headcount
77th
Percentile by assets National rank
$21,782
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Joerns Healthcare Retirement Plan · Sponsored by Joerns, LLC · North Carolina · Manufacturing

$20M in assets, 896 participants

Joerns, LLC's Joerns Healthcare Retirement Plan reported $20M in total assets and 896 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #13,957 in Manufacturing (20,602 peers)

Where Joerns Healthcare Retirement Plan sits by assets

Joerns Healthcare Retirement Plan sits in the top quartile of all filed plans by assets, $20M for 896 participants (~$21,782/participant), down 20.3% in 2022.

#13,957
in Manufacturing (20,602 peers)
-20.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Joerns Healthcare Retirement Plan's outsized position by total assets

Joerns Healthcare Retirement Plan vs every filed plan by assets

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

$19,516,366 Top 23% higher than 77% 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

Joerns Healthcare Retirement 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. Joerns Healthcare Retirement Plan sits mid-pack in the medium band (896 participants).

Plan-year Form 5500 strip

Filing strip 954673625 · Joerns, LLC PY 2022 · 401(k)

Joerns Healthcare Retirement Plan · $20M · 896 · 77th

  • NET $20M
  • NET 896
  • NET 77th
  • NET 401(k)
  • NET near Shaheen Automotive Group 401(k) Plan
  • NET ind #13957

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 Manufacturing retirement plans → · Plans in North Carolina →

Joerns Healthcare Retirement Plan in the asset neighbourhood

Joerns Healthcare Retirement PlanJoerns Healthcare Retirement…$20MShaheen Automotive Group 401(k) PlanShaheen Automotive Group 401…$20MAxia Consulting, Inc. 401(k) Profit Sharing PlanAxia Consulting, Inc. 401(k)…$20MCeltic Bank Corporation 401(k) PlanCeltic Bank Corporation 401(…$20MEngineered Arresting Systems Corporation 401(k) Savings and Profit Sharing PlanEngineered Arresting Systems…$20M
End-of-year total assets ($M) among Joerns Healthcare Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$20M
Net Income-$5M
Employer EIN954673625
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Joerns Healthcare Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Joerns Healthcare Retirement Plan, Total assets ($B): 0.019516366 · Participants: 896Joerns Healthcare Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Joerns Healthcare Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Joerns Healthcare Retirement Plan side-by-side with 3 peers →

Joerns Healthcare Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Shaheen Automotive Group 401(k) Plan in MI ($20M); by covered participants it is Cass Information Systems, Inc. 401(k) Plan in MO (896 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (896 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 Joerns Healthcare Retirement Plan assets move in 2022? ▼
Joerns Healthcare Retirement Plan declined sharply - down 20.3% during 2022, from $24M to $20M. Reported net income was -$5M.
Where does Joerns Healthcare Retirement Plan rank by assets among Form 5500 filers? ▼
Joerns Healthcare Retirement Plan ranks in the 77th 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 Joerns Healthcare Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shaheen Automotive Group 401(k) Plan in MI ($20M, 444 participants).
Which 401(k) plans cover a similar participant headcount to Joerns Healthcare Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cass Information Systems, Inc. 401(k) Plan in MO (896 participants, $88M 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 954673625.

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.