401(k) · DOL Form 5500 · 2022

Joni and Friends 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
164
Participants Small participant base
35th
Percentile by assets National rank
$12,895
Avg per participant Low balance/head
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Official DOL plan name: Joni and Friends 401(k) Plan · Sponsored by Joni and Friends · California · Other Services

$2M in assets, 164 participants

Joni and Friends's Joni and Friends 401(k) Plan reported $2M in total assets and 164 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #4,832 in Other Services (8,398 peers)

Coverage in California

Joni and Friends 401(k) Plan covers 164 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $2M.

#4,832
in Other Services (8,398 peers)
$2M
reported net income

Joni and Friends 401(k) Plan's mid-pack asset rank among Other Services and all filers

Joni and Friends 401(k) Plan vs every filed plan by assets

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

$2,114,784 35th percentile higher than 35% 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

Joni and Friends 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. Joni and Friends 401(k) Plan sits mid-pack in the medium band (164 participants).

EBSA filing schedule strip

Filing strip 953402002 · Joni and Friends PY 2022 · 401(k)

Joni and Friends 401(k) Plan · $2M · 164 · 35th

  • BOY $2M
  • BOY 164
  • BOY 35th
  • BOY 401(k)
  • BOY near Little John Transportation Services 401(k) Profit Sharing Plan
  • BOY ind #4832

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 →

Joni and Friends 401(k) Plan in the asset neighbourhood

Lake County Pediatrics Sc 401(k) Profit Sharing PlanLake County Pediatrics Sc 40…$2MJoni and Friends 401(k) Plan$2MLittle John Transportation Services 401(k) Profit Sharing PlanLittle John Transportation S…$2MV2 Strategic Advisors LLC 401(k) Profit Sharing Plan and TrustV2 Strategic Advisors LLC 40…$2MRedline Automotive Merchandising, LLC 401(k) Profit Sharing Plan & TrustRedline Automotive Merchandi…$2M
End-of-year total assets ($M) among Joni and Friends 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN953402002
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joni and Friends)

Sponsor-wide plan assets over time

All Joni and Friends plans reported in each filing year

Latest sponsor-wide plan assets
$6M 182.25885007641443% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $2.11M $5.97M ▲ +182.9%
Year Plans Participants Total Assets
2022 1 164 $2M
2023 1 203 $4M
2024 1 223 $6M

Nearby 401(k) Plans in California

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

Joni and Friends 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Joni and Friends 401(k) Plan, Total assets ($B): 0.002114784 · Participants: 164Joni and Friends 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Joni and Friends 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Joni and Friends 401(k) Plan side-by-side with 3 peers →

Joni and Friends 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Little John Transportation Services 401(k) Profit Sharing Plan in AR ($2M); by covered participants it is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 have Joni and Friends plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joni and Friends's sponsor-wide assets grew 182.3%, from $2M to $6M.
Which 401(k) plans are similar in size to Joni and Friends 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Little John Transportation Services 401(k) Profit Sharing Plan in AR ($2M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Joni and Friends 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 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 953402002.

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.