401(k) · DOL Form 5500 · 2022

Jefferson Capital Systems LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
203
Participants Below avg headcount
64th
Percentile by assets National rank
$47,252
Avg per participant Low balance/head
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Official DOL plan name: Jefferson Capital Systems, LLC 401(k) Plan · Sponsored by Jefferson Capital Systems LLC · Minnesota · Administrative & Support Services

$10M in assets, 203 participants

Jefferson Capital Systems LLC's Jefferson Capital Systems, LLC 401(k) Plan reported $10M in total assets and 203 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,024 in Administrative & Support Services (4,927 peers)

Coverage in Minnesota

Jefferson Capital Systems, LLC 401(k) Plan covers 203 participants in Minnesota, about 18% of the average Minnesota filer (state average ~1,126 per filing). Assets: $10M.

#4,024
in Administrative & Support Services (4,927 peers)
-20.2%
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.

Jefferson Capital Systems, LLC 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Jefferson Capital Systems, LLC 401(k) Plan vs every filed plan by assets

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

$9,592,209 Top 36% higher than 64% 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

Jefferson Capital Systems, LLC 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. Jefferson Capital Systems, LLC 401(k) Plan sits mid-pack in the medium band (203 participants).

Form 5500 schedule snapshot

Filing strip 202686718 · Jefferson Capital Systems LLC PY 2022 · 401(k)

Jefferson Capital Systems, LLC 401(k) Plan · $10M · 203 · 64th

  • RANK $10M
  • PHOTO 203
  • IND 64th
  • EOY 401(k)
  • 5500 near Perfect Day, Inc. 401(k) Plan
  • ASSETS ind #4024

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 Administrative & Support Services retirement plans → · Plans in Minnesota →

Jefferson Capital Systems, LLC 401(k) Plan in the asset neighbourhood

Jefferson Capital Systems, LLC 401(k) PlanJefferson Capital Systems, L…$10MPerfect Day, Inc. 401(k) Plan$10M3gtms, LLC 401(k) Plan$10MStylecraft Builders 401(k) PlanStylecraft Builders 401(k) P…$10MParadise Valley Country Club 401(k) PlanParadise Valley Country Club…$10M
End-of-year total assets ($M) among Jefferson Capital Systems, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN202686718
Plan Effective Date2012-07-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Jefferson Capital Systems, LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Jefferson Capital Systems, LLC 401(k) Plan, Total assets ($B): 0.009592209 · Participants: 203Jefferson Capital Systems, LLC 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
Jefferson Capital Systems, LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Jefferson Capital Systems, LLC 401(k) Plan side-by-side with 3 peers →

Jefferson Capital Systems, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Perfect Day, Inc. 401(k) Plan in CA ($10M); by covered participants it is Symbol Mattress 401(k) Plan in VA (203 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Jefferson Capital Systems, LLC 401(k) Plan assets move in 2022? ▼
Jefferson Capital Systems, LLC 401(k) Plan declined sharply - down 20.2% during 2022, from $12M to $10M. Reported net income was -$2M.
Which 401(k) plans are similar in size to Jefferson Capital Systems, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Perfect Day, Inc. 401(k) Plan in CA ($10M, 205 participants).
Which 401(k) plans cover a similar participant headcount to Jefferson Capital Systems, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Symbol Mattress 401(k) Plan in VA (203 participants, N/A 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 202686718.

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.