401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$35M
Total assets Below avg plan size
1,348
Participants Near avg headcount
85th
Percentile by assets National rank
$26,186
Avg per participant Low balance/head
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Official DOL plan name: Jerry's Enterprises, Inc. Union Employee's 401(k) Plan · Sponsored by Jerry's Enterprises, Inc. · Minnesota · Retail Trade

$35M in assets, 1,348 participants

Jerry's Enterprises, Inc.'s Jerry's Enterprises, Inc. Union Employee's 401(k) Plan reported $35M in total assets and 1,348 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #8,711 in Retail Trade (9,519 peers)

Where Jerry's Enterprises, Inc. Union Employee's 401(k) Plan sits by assets

Jerry's Enterprises, Inc. Union Employee's 401(k) Plan sits in the top quartile of all filed plans by assets, $35M for 1,348 participants (~$26,186/participant), down 13.6% in 2022.

#8,711
in Retail Trade (9,519 peers)
-13.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Jerry's Enterprises, Inc. Union Employee's 401(k) Plan's outsized position by total assets

Jerry's Enterprises, Inc. Union Employee's 401(k) Plan vs every filed plan by assets

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

$35,299,177 Top 15% higher than 85% 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

Jerry's Enterprises, Inc. Union Employee's 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jerry's Enterprises, Inc. Union Employee's 401(k) Plan lands in the large band (1,348 participants).

Published 5500 schedule card

Filing strip 410834686 · Jerry's Enterprises, Inc. PY 2022 · 401(k)

Jerry's Enterprises, Inc. Union Employee's 401(k) Plan · $35M · 1,348 · 85th

  • RANK $35M
  • RANK 1,348
  • RANK 85th
  • RANK 401(k)
  • RANK near Allentown LLC 401(k) Profit Sharing Plan
  • RANK ind #8711

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 Retail Trade retirement plans → · Plans in Minnesota →

Jerry's Enterprises, Inc. Union Employee's 401(k) Plan in the asset neighbourhood

K & K Veterinary Supply, Inc. 401(k) Profit Sharing PlanK & K Veterinary Supply, Inc…$35MControl Southern Inc. Profit Sharing PlanControl Southern Inc. Profit…$35MJerry's Enterprises, Inc. Union Employee's 401(k) PlanJerry's Enterprises, Inc. Un…$35MAllentown LLC 401(k) Profit Sharing PlanAllentown LLC 401(k) Profit …$35MRusnak 401(k) Plan$35M
End-of-year total assets ($M) among Jerry's Enterprises, Inc. Union Employee's 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$35M
Net Income-$6M
Employer EIN410834686
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Jerry's Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$94M 21.662447721095894% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $77.6M $94.4M ▲ +21.7%
Year Plans Participants Total Assets
2022 2 1,951 $78M
2023 2 1,798 $90M
2024 2 1,900 $94M

Nearby 401(k) Plans in Minnesota

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

Jerry's Enterprises, Inc. Union Employee's 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Jerry's Enterprises, Inc. Union Employee's 401(k) Plan, Total assets ($B): 0.035299177 · Participants: 1348Jerry's Enterprises, Inc. Union Employee's 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Jerry's Enterprises, Inc. Union Employee's 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Jerry's Enterprises, Inc. Union Employee's 401(k) Plan side-by-side with 3 peers →

Jerry's Enterprises, Inc. Union Employee's 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Allentown LLC 401(k) Profit Sharing Plan in NJ ($35M); by covered participants it is Trans-West, Inc. 401(k) Savings Plan in CO (1,348 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,348 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 Jerry's Enterprises, Inc. Union Employee's 401(k) Plan assets move in 2022? ▼
Jerry's Enterprises, Inc. Union Employee's 401(k) Plan pulled back noticeably - down 13.6% during 2022, from $41M to $35M. Reported net income was -$6M.
How have Jerry's Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jerry's Enterprises, Inc.'s sponsor-wide assets grew 21.7%, from $78M to $94M.
Where does Jerry's Enterprises, Inc. Union Employee's 401(k) Plan rank by assets among Form 5500 filers? ▼
Jerry's Enterprises, Inc. Union Employee's 401(k) Plan ranks in the 85th 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 Jerry's Enterprises, Inc. Union Employee's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allentown LLC 401(k) Profit Sharing Plan in NJ ($35M, 239 participants).
Which 401(k) plans cover a similar participant headcount to Jerry's Enterprises, Inc. Union Employee's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trans-West, Inc. 401(k) Savings Plan in CO (1,348 participants, $64M 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 410834686.

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.