401(k) · DOL Form 5500 · 2022

Jaggaer, LLC 401(k) Plan

Data updated 2026-08-11

$57M
Total assets
386
Participants
89th
Percentile by assets
$148,421
Avg per participant
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Official DOL plan name: Jaggaer, LLC Retirement Savings Plan · Sponsored by Jaggaer, LLC · North Carolina · Information & Media

$57M in assets, 386 participants

Jaggaer, LLC's Jaggaer, LLC Retirement Savings Plan reported $57M in total assets and 386 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 139,126 plans)
  • #2,449 in Information & Media (2,911 peers)

Coverage in North Carolina

Jaggaer, LLC Retirement Savings Plan covers 386 participants in North Carolina, about 47% of the average North Carolina filer (state average ~819 per filing). Assets: $57M.

$57M
total plan assets (2022 EOY)
386
covered participants
89th
percentile by assets (of 139,126 plans)
$148,421
avg assets per participant

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Jaggaer, LLC Retirement Savings Plan reports 386 participants - about 47% of that state average ($57M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$57M
Net Income-$11M
Employer EIN562127592
Plan Effective Date1999-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jaggaer, LLC)

$50M$60M$70M$80M$90M 202220232024 $57.3M $84.5M ▲ +47.5%
Total plan assets by year, all Jaggaer, LLC plans on file
Year Plans Participants Total Assets
2022 1 386 $57M
2023 1 390 $70M
2024 1 363 $85M

Nearby 401(k) Plans in North Carolina

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

Jaggaer, LLC Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Jaggaer, LLC Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Jaggaer, LLC Retirem…The Bank of America …Honeywell 401(k) PlanDuke Energy Retireme…Truist Financial Cor…Lowes 401(k) Plan
Jaggaer, LLC Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Jaggaer, LLC Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Jaggaer, LLC Retirement Savings Plan assets move in 2022?
Jaggaer, LLC Retirement Savings Plan declined sharply - down 16.7% during 2022, from $69M to $57M. Reported net income was -$11M.
How have Jaggaer, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Jaggaer, LLC's sponsor-wide assets grew 47.5%, from $57M to $85M.
Where does Jaggaer, LLC Retirement Savings Plan rank by assets among Form 5500 filers?
Jaggaer, LLC Retirement Savings Plan ranks in the 89th 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 Jaggaer, LLC Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Cascade Asset Management Company 401(k) Plan in WA ($57M, 156 participants).

Next read for Jaggaer, LLC Retirement Savings Plan

Filing takeaways

Ways to act on Jaggaer, LLC Retirement Savings Plan's numbers.