401(k) · DOL Form 5500 · 2022

Jaggaer, LLC 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
386
Participants Below avg headcount
89th
Percentile by assets National rank
$148,421
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#2,449
in Information & Media (2,911 peers)
-16.7%
assets change YoY
0.6×
vs typical plan assets (national mean)

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.

Jaggaer, LLC Retirement Savings Plan's outsized position by total assets

Jaggaer, LLC Retirement Savings Plan vs every filed plan by assets

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

$57,290,526 Top 11% higher than 89% 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

Jaggaer, LLC Retirement Savings 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. Jaggaer, LLC Retirement Savings Plan sits mid-pack in the medium band (386 participants).

Plan-year Form 5500 strip

Filing strip 562127592 · Jaggaer, LLC PY 2022 · 401(k)

Jaggaer, LLC Retirement Savings Plan · $57M · 386 · 89th

  • PCT $57M
  • PCT 386
  • PCT 89th
  • PCT 401(k)
  • PCT near Cascade Asset Management Company 401(k) Plan
  • PCT ind #2449

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 Information & Media retirement plans → · Plans in North Carolina →

Jaggaer, LLC Retirement Savings Plan in the asset neighbourhood

Rite Aid Corporation 401(k)Plan for Collectively Bargained AssociatesRite Aid Corporation 401(k)P…$57MTmf Health Quality Institute 401(k) Retirement Savings PlanTmf Health Quality Institute…$57MSavatree, LLC$57MJaggaer, LLC Retirement Savings PlanJaggaer, LLC Retirement Savi…$57MCascade Asset Management Company 401(k) PlanCascade Asset Management Com…$57M
End-of-year total assets ($M) among Jaggaer, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Jaggaer, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$85M 47.502712752192224% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $57.3M $84.5M ▲ +47.5%
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 Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Jaggaer, LLC Retirement Savings Plan, Total assets ($B): 0.057290526 · Participants: 386Jaggaer, LLC Retirement Savings 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
Jaggaer, LLC Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Jaggaer, LLC Retirement Savings Plan side-by-side with 3 peers →

Jaggaer, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Cascade Asset Management Company 401(k) Plan in WA ($57M); by covered participants it is Mbi, Inc 401(k) Plan in CT (386 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (386 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 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).
Which 401(k) plans cover a similar participant headcount to Jaggaer, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mbi, Inc 401(k) Plan in CT (386 participants, $51M 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 562127592.

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.