401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$65M
Total assets Below avg plan size
176
Participants Small participant base
90th
Percentile by assets National rank
$370,069
Avg per participant High balance/head
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Official DOL plan name: Jurgensen Companies Salaried Retirement Plan · Sponsored by John R. Jurgensen & Associated Companies · Ohio · Construction

$65M in assets, 176 participants

John R. Jurgensen & Associated Companies's Jurgensen Companies Salaried Retirement Plan reported $65M in total assets and 176 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #8,778 in Construction (9,927 peers)

Coverage in Ohio

Jurgensen Companies Salaried Retirement Plan covers 176 participants in Ohio, about 23% of the average Ohio filer (state average ~765 per filing). Assets: $65M.

#8,778
in Construction (9,927 peers)
-22.3%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jurgensen Companies Salaried Retirement Plan's outsized position by total assets

Jurgensen Companies Salaried Retirement Plan vs every filed plan by assets

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

$65,132,057 Top 10% higher than 90% 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

Jurgensen Companies Salaried Retirement 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. Jurgensen Companies Salaried Retirement Plan sits mid-pack in the medium band (176 participants).

Form 5500 schedule snapshot

Filing strip 310578656 · John R. Jurgensen & Associated Companies PY 2022 · 401(k)

Jurgensen Companies Salaried Retirement Plan · $65M · 176 · 90th

  • SCH $65M
  • EBSA 176
  • PART 90th
  • TYPE 401(k)
  • NET near Gateway First Bank 401(k) Retirement Plan
  • BOOK ind #8778

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 →

Jurgensen Companies Salaried Retirement Plan in the asset neighbourhood

Hmc Group 401(k) Profit Sharing PlanHmc Group 401(k) Profit Shar…$65MObermayer Rebmann Maxwell & Hippel LLP Retirement PlanObermayer Rebmann Maxwell & …$65MJurgensen Companies Salaried Retirement PlanJurgensen Companies Salaried…$65MGateway First Bank 401(k) Retirement PlanGateway First Bank 401(k) Re…$65MPrada USA Corp. & Affiliates Retirement Savings PlanPrada USA Corp. & Affiliates…$65M
End-of-year total assets ($M) among Jurgensen Companies Salaried Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$65M
Net Income-$19M
Employer EIN310578656
Plan Effective Date1980-04-01
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
$68M 3.852790953615974% vs 2022
2024 filing year
$64M$65M$66M$67M$68M 202220232024 $65.1M $67.6M ▲ +3.9%
Year Plans Participants Total Assets
2022 1 176 $65M
2023 1 167 $64M
2024 1 183 $68M

Nearby 401(k) Plans in Ohio

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

Jurgensen Companies Salaried Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Jurgensen Companies Salaried Retirement Plan, Total assets ($B): 0.065132057 · Participants: 176Jurgensen Companies Salaried Retirement PlanThe 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
Jurgensen Companies Salaried Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Jurgensen Companies Salaried Retirement Plan side-by-side with 3 peers →

Jurgensen Companies Salaried Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Gateway First Bank 401(k) Retirement Plan in OK ($65M); by covered participants it is Spin-Off Termination Plan for Arranta Bio Ma, LLC in MA (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Jurgensen Companies Salaried Retirement Plan assets move in 2022? ▼
Jurgensen Companies Salaried Retirement Plan declined sharply - down 22.3% during 2022, from $84M to $65M. Reported net income was -$19M.
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 3.9%, from $65M to $68M.
Where does Jurgensen Companies Salaried Retirement Plan rank by assets among Form 5500 filers? ▼
Jurgensen Companies Salaried Retirement Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Jurgensen Companies Salaried Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gateway First Bank 401(k) Retirement Plan in OK ($65M, 1,596 participants).
Which 401(k) plans cover a similar participant headcount to Jurgensen Companies Salaried Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spin-Off Termination Plan for Arranta Bio Ma, LLC in MA (176 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 310578656.

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.