401(k) · DOL Form 5500 · 2022

Jerrys Enterprises Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
603
Participants Below avg headcount
86th
Percentile by assets National rank
$70,117
Avg per participant Below avg balance/head
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Official DOL plan name: Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan · Sponsored by Jerrys Enterprises Inc. · Minnesota · Retail Trade

$42M in assets, 603 participants

Jerrys Enterprises Inc.'s Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan reported $42M in total assets and 603 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #8,813 in Retail Trade (9,519 peers)

Where Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan sits by assets

Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan sits in the top quartile of all filed plans by assets, $42M for 603 participants (~$70,117/participant), down 19.9% in 2022.

#8,813
in Retail Trade (9,519 peers)
-19.9%
assets change YoY
0.4×
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.

Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan's outsized position by total assets

Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan vs every filed plan by assets

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

$42,280,634 Top 14% higher than 86% 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 Employee's Profit Sharing 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. Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan sits mid-pack in the medium band (603 participants).

Form 5500 schedule snapshot

Filing strip 410834686 · Jerrys Enterprises Inc. PY 2022 · 401(k)

Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan · $42M · 603 · 86th

  • EBSA $42M
  • PART 603
  • TYPE 86th
  • NET 401(k)
  • BOOK near Allied Telesis 401(k) Plan
  • VS-ST ind #8813

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 Employee's Profit Sharing 401(k) Plan in the asset neighbourhood

Allied Telesis 401(k) Plan$42MBnbuilders, Inc. 401(k) Profit Sharing Plan and TrustBnbuilders, Inc. 401(k) Prof…$42MJerry's Enterprises Inc Employee's Profit Sharing 401(k) PlanJerry's Enterprises Inc Empl…$42MRauland-Borg Corporation Profit Sharing & Retirement Savings PlanRauland-Borg Corporation Pro…$42MDexia Credit Local, New York Branch 401(k) PlanDexia Credit Local, New York…$42M
End-of-year total assets ($M) among Jerry's Enterprises Inc Employee's Profit Sharing 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)$53M
Net Assets (End of Year)$42M
Net Income-$11M
Employer EIN410834686
Plan Effective Date2019-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jerrys Enterprises Inc.)

Sponsor-wide plan assets over time

All Jerrys 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 Employee's Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan, Total assets ($B): 0.042280634 · Participants: 603Jerry's Enterprises Inc Employee's Profit Sharing 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 Employee's Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Allied Telesis 401(k) Plan in CA ($42M); by covered participants it is Pjt Partners 401(k) Savings Plan in NY (603 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (603 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 Employee's Profit Sharing 401(k) Plan assets move in 2022? ▼
Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan declined sharply - down 19.9% during 2022, from $53M to $42M. Reported net income was -$11M.
How have Jerrys Enterprises Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jerrys Enterprises Inc.'s sponsor-wide assets grew 21.7%, from $78M to $94M.
Where does Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan ranks in the 86th 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 Employee's Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allied Telesis 401(k) Plan in CA ($42M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pjt Partners 401(k) Savings Plan in NY (603 participants, $102M 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.