401(k) · DOL Form 5500 · 2022
Jonathan Club 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 230
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $59,814
- Avg per participant Low balance/head
Official DOL plan name: Jonathan Club 401(k) Plan · Sponsored by Jonathan Club · California · Other Services
$14M in assets, 230 participants
Jonathan Club's Jonathan Club 401(k) Plan reported $14M in total assets and 230 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #7,001 in Other Services (8,398 peers)
Coverage in California
Jonathan Club 401(k) Plan covers 230 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $14M.
- #7,001
- in Other Services (8,398 peers)
- -12.6%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jonathan Club 401(k) Plan's outsized position by total assets
Jonathan Club 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,757,154 Top 29% higher than 71% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Jonathan Club 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. Jonathan Club 401(k) Plan sits mid-pack in the medium band (230 participants).
Published 5500 schedule card
Filing strip 950884320 · Jonathan Club PY 2022 · 401(k)
Jonathan Club 401(k) Plan · $14M · 230 · 71st
- BOOK $14M
- VS-ST 230
- BOY 71st
- SCH 401(k)
- EBSA near Tronconi Segarra & Associates LLP 401(k) Profit Sharing Plan
- PART ind #7001
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 Other Services retirement plans → · Plans in California →
Jonathan Club 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$2M |
| Employer EIN | 950884320 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jonathan Club)
Sponsor-wide plan assets over time
All Jonathan Club plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 32.923902719995716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 230 | $14M |
| 2023 | 1 | 231 | $17M |
| 2024 | 1 | 249 | $18M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Jonathan Club 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Tronconi Segarra & Associates LLP 401(k) Profit Sharing Plan in NY ($14M); by covered participants it is Convercent 401(k) in CO (230 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (230 participants); asset peers above are excluded.
- Convercent 401(k) (CO) 230 · 0 off
- New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust (MA) 230 · 0 off
- One Call Government Solutions, LLC 401(k) Plan (FL) 230 · 0 off
- First Community Credit Union 401(k) Retirement Plan (ND) 230 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.