Jerry's Enterprises, Inc. Union Employee's 401(k) Plan

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team · June 16, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Jerry's Enterprises, Inc. · Minnesota · Retail Trade

What the 2023 filing shows

Jerry's Enterprises, Inc. Union Employee's 401(k) Plan holds $35M for 1,348 participants — about $26,186 per participant, down 13.6% over the 2022 plan year.

$35M
total plan assets (2022 EOY): 1,348
covered participants: $26,186
avg assets per participant: -13.6%
assets change YoY

The plan reported a net loss of $6M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

$35M

Participants

1,348

State

Minnesota

Industry

Retail Trade

What the Filing Says About Jerry's Enterprises, Inc. Union Employee's 401(k) Plan

Jerry's Enterprises, Inc. Union Employee's 401(k) Plan is a 401(k) retirement plan sponsored by Jerry's Enterprises, Inc., headquartered in Minnesota. As of the 2022 Form 5500 filing, the plan reports $35M in total end-of-year assets and covers 1,348 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 410834686, and the plan has been effective since 1998-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $41M at the beginning of 2022 to $35M at year-end — a decline of 13.6%. Net assets (after liabilities) closed the year at $35M, with reported net income of $-5,574,571 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$41M
Total Assets (End of Year)	$35M
Net Assets (End of Year)	$35M
Net Income	$-5,574,571
Plan Type	401(k)
Employer EIN	410834686
Plan Effective Date	1998-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Jerry's Enterprises, Inc.)

Year	Plans	Participants	Total Assets
2022	2	1,951	$78M
2023	2	1,798	$90M
2024	2	1,900	$94M

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Compare Jerry's Enterprises, Inc. Union Employee… side-by-side with 3 peers →

Related Data

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Frequently Asked Questions

How much money is in the Jerry's Enterprises, Inc. Union Employee's 401(k) Plan? ▼

As of the 2022 Form 5500 filing, Jerry's Enterprises, Inc. Union Employee's 401(k) Plan holds $35M in total assets with 1,348 participants. It is sponsored by Jerry's Enterprises, Inc..

What type of plan is Jerry's Enterprises, Inc. Union Employee's 401(k) Plan? ▼

Jerry's Enterprises, Inc. Union Employee's 401(k) Plan is a 401(k) plan. It has been effective since 1998-10-01. The plan is filed with the U.S. Department of Labor under EIN 410834686.

Who sponsors the Jerry's Enterprises, Inc. Union Employee's 401(k) Plan? ▼

Jerry's Enterprises, Inc. Union Employee's 401(k) Plan is sponsored by Jerry's Enterprises, Inc., located in Minnesota. The sponsor's EIN is 410834686 and the plan operates in the Retail Trade industry.

How did Jerry's Enterprises, Inc. Union Employee's 401(k) Plan perform in 2022? ▼

Jerry's Enterprises, Inc. Union Employee's 401(k) Plan declined by 13.6% during 2022, moving from $41M to $35M in total assets. Net income was $-5,574,571.

Where can I find official filings for Jerry's Enterprises, Inc. Union Employee's 401(k) Plan? ▼

Official Form 5500 filings for Jerry's Enterprises, Inc. Union Employee's 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 410834686 or plan name at efast.dol.gov.

How does Jerry's Enterprises, Inc. Union Employee's 401(k) Plan compare to other plans? ▼

You can compare Jerry's Enterprises, Inc. Union Employee's 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Minnesota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.