401(k) · DOL Form 5500 · 2022

John R. Jurgensen & Associated Companies 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
228
Participants Below avg headcount
71st
Percentile by assets National rank
$58,860
Avg per participant Low balance/head
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Official DOL plan name: Phr 401(k) Plan for Hourly Employees · Sponsored by John R. Jurgensen & Associated Companies · Ohio · Construction

$13M in assets, 228 participants

John R. Jurgensen & Associated Companies's Phr 401(k) Plan for Hourly Employees reported $13M in total assets and 228 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,972 in Construction (9,927 peers)

Coverage in Ohio

Phr 401(k) Plan for Hourly Employees covers 228 participants in Ohio, about 30% of the average Ohio filer (state average ~765 per filing). Assets: $13M.

#6,972
in Construction (9,927 peers)
-16.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phr 401(k) Plan for Hourly Employees's outsized position by total assets

Phr 401(k) Plan for Hourly Employees vs every filed plan by assets

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

$13,420,074 Top 29% higher than 71% 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

Phr 401(k) Plan for Hourly Employees 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. Phr 401(k) Plan for Hourly Employees sits mid-pack in the medium band (228 participants).

EBSA filing schedule strip

Filing strip 350844079 · John R. Jurgensen & Associated Companies PY 2022 · 401(k)

Phr 401(k) Plan for Hourly Employees · $13M · 228 · 71st

  • EIN $13M
  • RANK 228
  • PHOTO 71st
  • IND 401(k)
  • EOY near Park Engineering Profit Sharing Plan
  • 5500 ind #6972

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 Construction retirement plans → · Plans in Ohio →

Phr 401(k) Plan for Hourly Employees in the asset neighbourhood

Phr 401(k) Plan for Hourly EmployeesPhr 401(k) Plan for Hourly E…$13MPark Engineering Profit Sharing PlanPark Engineering Profit Shar…$13MDgoc Employee Retirement Plan$13MRxsight, Inc. 401(k) Plan$13MCurana Health LLC 401(k) Plan$13M
End-of-year total assets ($M) among Phr 401(k) Plan for Hourly Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN350844079
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (John R. Jurgensen & Associated Companies)

Sponsor-wide plan assets over time

All John R. Jurgensen & Associated Companies plans reported in each filing year

Latest sponsor-wide plan assets
$18M 35.20072989165335% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.4M $18.1M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 228 $13M
2023 1 241 $17M
2024 1 257 $18M

Nearby 401(k) Plans in Ohio

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

Phr 401(k) Plan for Hourly Employees vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Phr 401(k) Plan for Hourly Employees, Total assets ($B): 0.013420074 · Participants: 228Phr 401(k) Plan for Hourly EmployeesThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Phr 401(k) Plan for Hourly Employees vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Phr 401(k) Plan for Hourly Employees side-by-side with 3 peers →

Phr 401(k) Plan for Hourly Employees's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Park Engineering Profit Sharing Plan in HI ($13M); by covered participants it is Jsi Store Fixtures Employee Savings Plan in ME (228 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (228 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 Phr 401(k) Plan for Hourly Employees assets move in 2022? ▼
Phr 401(k) Plan for Hourly Employees declined sharply - down 16.6% during 2022, from $16M to $13M. Reported net income was -$3M.
How have John R. Jurgensen & Associated Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John R. Jurgensen & Associated Companies's sponsor-wide assets grew 35.2%, from $13M to $18M.
Which 401(k) plans are similar in size to Phr 401(k) Plan for Hourly Employees? ▼
Among 401(k) plans in other states, the closest by assets is Park Engineering Profit Sharing Plan in HI ($13M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Phr 401(k) Plan for Hourly Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Jsi Store Fixtures Employee Savings Plan in ME (228 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 350844079.

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.