401(k) · DOL Form 5500 · 2022

J.R. Group, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
249
Participants Below avg headcount
75th
Percentile by assets National rank
$68,700
Avg per participant Below avg balance/head
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Official DOL plan name: J.R. Group, Inc. 401(k) Plan · Sponsored by J.R. Group, Inc. · New Jersey · Retail Trade

$17M in assets, 249 participants

J.R. Group, Inc.'s J.R. Group, Inc. 401(k) Plan reported $17M in total assets and 249 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #8,052 in Retail Trade (9,519 peers)

Coverage in New Jersey

J.R. Group, Inc. 401(k) Plan covers 249 participants in New Jersey, about 29% of the average New Jersey filer (state average ~844 per filing). Assets: $17M.

#8,052
in Retail Trade (9,519 peers)
-17.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J.R. Group, Inc. 401(k) Plan's outsized position by total assets

J.R. Group, Inc. 401(k) Plan vs every filed plan by assets

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

$17,106,412 Top 25% higher than 75% 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

J.R. Group, Inc. 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. J.R. Group, Inc. 401(k) Plan sits mid-pack in the medium band (249 participants).

Plan-year Form 5500 strip

Filing strip 223478814 · J.R. Group, Inc. PY 2022 · 401(k)

J.R. Group, Inc. 401(k) Plan · $17M · 249 · 75th

  • RANK $17M
  • RANK 249
  • RANK 75th
  • RANK 401(k)
  • RANK near Citizens State Bank 401(k) Savings Plan
  • RANK ind #8052

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 New Jersey →

J.R. Group, Inc. 401(k) Plan in the asset neighbourhood

J.R. Group, Inc. 401(k) Plan$17MCitizens State Bank 401(k) Savings PlanCitizens State Bank 401(k) S…$17MSolmax Geosynthetics, LLC 401(k) PlanSolmax Geosynthetics, LLC 40…$17MCowtan & Tout, Inc. 401(k) Savings PlanCowtan & Tout, Inc. 401(k) S…$17MPac-12 Enterprises, LLC Generation PlanPac-12 Enterprises, LLC Gene…$17M
End-of-year total assets ($M) among J.R. Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$17M
Net Income-$4M
Employer EIN223478814
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.R. Group, Inc.)

Sponsor-wide plan assets over time

All J.R. Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 27.67534770003201% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.1M $21.8M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 249 $17M
2023 1 238 $20M
2024 1 231 $22M

Nearby 401(k) Plans in New Jersey

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

J.R. Group, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants J.R. Group, Inc. 401(k) Plan, Total assets ($B): 0.017106412 · Participants: 249J.R. Group, Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
J.R. Group, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare J.R. Group, Inc. 401(k) Plan side-by-side with 3 peers →

J.R. Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Citizens State Bank 401(k) Savings Plan in TX ($17M); by covered participants it is Craig Resources Inc. 401(k) Plan in KS (249 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (249 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 J.R. Group, Inc. 401(k) Plan assets move in 2022? ▼
J.R. Group, Inc. 401(k) Plan declined sharply - down 17.2% during 2022, from $21M to $17M. Reported net income was -$4M.
How have J.R. Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.R. Group, Inc.'s sponsor-wide assets grew 27.7%, from $17M to $22M.
Where does J.R. Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
J.R. Group, Inc. 401(k) Plan ranks in the 75th 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 J.R. Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Citizens State Bank 401(k) Savings Plan in TX ($17M, 136 participants).
Which 401(k) plans cover a similar participant headcount to J.R. Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Craig Resources Inc. 401(k) Plan in KS (249 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 223478814.

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.