Defined Benefit (Pension) · DOL Form 5500 · 2022

Jdr Mechanical Corp. Pension Plan

Data updated 2026-08-25

$249K
Total assets Small plan by assets
5
Participants Small participant base
12th
Percentile by assets National rank
$49,887
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jdr Mechanical Corp. Cash Balance Plan · Sponsored by Jdr Mechanical Corp. · New York · Construction

$249K in assets, 5 participants

Jdr Mechanical Corp.'s Jdr Mechanical Corp. Cash Balance Plan reported $249K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,048 in Construction (9,927 peers)

Jdr Mechanical Corp. multi-year trail

Jdr Mechanical Corp.'s plans moved +34.3% in assets from 2022 to 2023; this filing shows Jdr Mechanical Corp. Cash Balance Plan at $249K / 5 participants.

#1,048
in Construction (9,927 peers)
-12.8%
assets change YoY

The plan reported a net loss of $37K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jdr Mechanical Corp. Cash Balance Plan among the smaller filed plans by assets

Jdr Mechanical Corp. Cash Balance Plan vs every filed plan by assets

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

$249,434 12th percentile higher than 12% 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

Jdr Mechanical Corp. Cash Balance Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jdr Mechanical Corp. Cash Balance Plan is a micro filing (5 participants), the leftmost band.

DOL schedule card

Filing strip 472751099 · Jdr Mechanical Corp. PY 2022 · Defined Benefit (Pension)

Jdr Mechanical Corp. Cash Balance Plan · $249K · 5 · 12th

  • NET $249K
  • NET 5
  • NET 12th
  • NET Defined Benefit (Pension)
  • NET near Fill-Rite Company Union Employees Pension Plan
  • NET ind #1048

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 Construction retirement plans → · Plans in New York →

Jdr Mechanical Corp. Cash Balance Plan in the asset neighbourhood

Jdr Mechanical Corp. Cash Balance PlanJdr Mechanical Corp. Cash Ba…$249KFill-Rite Company Union Employees Pension PlanFill-Rite Company Union Empl…$250KTadje Orthopaedics LLC Cash Balance PlanTadje Orthopaedics LLC Cash …$250KLocal 32e Supplemental Pension and Retirement FundLocal 32e Supplemental Pensi…$251KStevens Institute of Technology No. 660 Pension PlanStevens Institute of Technol…$248K
End-of-year total assets ($M) among Jdr Mechanical Corp. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Jdr Mechanical Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Jdr Mechanical Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$945K 34.31037496287602% vs 2022
2023 filing year
$0.6M$0.7M$0.8M$0.9M$1M 20222023 $0.7M $0.95M ▲ +35.7%
Year Plans Participants Total Assets
2022 2 50 $704K
2023 2 40 $945K

Jdr Mechanical Corp. filing trail (2022)

Total Assets (Beginning of Year)$286K
Net Assets (End of Year)$249K
Net Income-$37K
Employer EIN472751099
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Jdr Mechanical Corp. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Jdr Mechanical Corp. Cash Balance Plan, Total assets ($B): 0.000249434 · Participants: 5Jdr Mechanical Corp. Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Jdr Mechanical Corp. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Jdr Mechanical Corp. Cash Balance Plan side-by-side with 3 peers →

Jdr Mechanical Corp. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Fill-Rite Company Union Employees Pension Plan in OH ($250K); by covered participants it is Vjlp LLC Defined Benefit Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Jdr Mechanical Corp. Cash Balance Plan assets move in 2022? ▼
Jdr Mechanical Corp. Cash Balance Plan pulled back noticeably - down 12.8% during 2022, from $286K to $249K. Reported net income was -$37K.
How have Jdr Mechanical Corp. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jdr Mechanical Corp.'s sponsor-wide assets grew 34.3%, from $704K to $945K.
Where does Jdr Mechanical Corp. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Jdr Mechanical Corp. Cash Balance Plan ranks in the 12th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Jdr Mechanical Corp. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Fill-Rite Company Union Employees Pension Plan in OH ($250K, 113 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jdr Mechanical Corp. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vjlp LLC Defined Benefit Plan in GA (5 participants, N/A 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 472751099.

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.