401(k) · DOL Form 5500 · 2022

Demmer Investments III, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
142
Participants Small participant base
71st
Percentile by assets National rank
$99,060
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jonaco Machine Deferred Savings and Profit Sharing Plan · Sponsored by Demmer Investments III, Inc. · Minnesota · Manufacturing

$14M in assets, 142 participants

Demmer Investments III, Inc.'s Jonaco Machine Deferred Savings and Profit Sharing Plan reported $14M in total assets and 142 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.

  • #12,486 in Manufacturing (20,602 peers)

Coverage in Minnesota

Jonaco Machine Deferred Savings and Profit Sharing Plan covers 142 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $14M.

#12,486
in Manufacturing (20,602 peers)
-17.3%
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.

Jonaco Machine Deferred Savings and Profit Sharing Plan's outsized position by total assets

Jonaco Machine Deferred Savings and Profit Sharing Plan vs every filed plan by assets

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

$14,066,557 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

Jonaco Machine Deferred Savings and Profit Sharing 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. Jonaco Machine Deferred Savings and Profit Sharing Plan sits mid-pack in the medium band (142 participants).

Form 5500 schedule snapshot

Filing strip 273546895 · Demmer Investments III, Inc. PY 2022 · 401(k)

Jonaco Machine Deferred Savings and Profit Sharing Plan · $14M · 142 · 71st

  • 5500 $14M
  • 5500 142
  • 5500 71st
  • 5500 401(k)
  • 5500 near Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust
  • 5500 ind #12486

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 Manufacturing retirement plans → · Plans in Minnesota →

Jonaco Machine Deferred Savings and Profit Sharing Plan in the asset neighbourhood

Jonaco Machine Deferred Savings and Profit Sharing PlanJonaco Machine Deferred Savi…$14MPublix Employees Federal Credit Union 401(k) Profit Sharing Plan and TrustPublix Employees Federal Cre…$14MRhapsody International, Inc. 401(k) PlanRhapsody International, Inc.…$14MAdvocate Rcm Holding Company, LLC 401(k) Savings PlanAdvocate Rcm Holding Company…$14MPrimary Health Care, Inc. 401(k) PlanPrimary Health Care, Inc. 40…$14M
End-of-year total assets ($M) among Jonaco Machine Deferred Savings and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN273546895
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Demmer Investments III, Inc.)

Sponsor-wide plan assets over time

All Demmer Investments III, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 26.358646255796636% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.1M $17.8M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 142 $14M
2023 1 145 $16M
2024 1 140 $18M

Nearby 401(k) Plans in Minnesota

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

Jonaco Machine Deferred Savings and Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Jonaco Machine Deferred Savings and Profit Sharing Plan, Total assets ($B): 0.014066557 · Participants: 142Jonaco Machine Deferred Savings and Profit Sharing 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
Jonaco Machine Deferred Savings and Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Jonaco Machine Deferred Savings and Profit Sharing Plan side-by-side with 3 peers →

Jonaco Machine Deferred Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust in FL ($14M); by covered participants it is Kent Materials 401(k) in LA (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Jonaco Machine Deferred Savings and Profit Sharing Plan assets move in 2022? ▼
Jonaco Machine Deferred Savings and Profit Sharing Plan declined sharply - down 17.3% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Demmer Investments III, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Demmer Investments III, Inc.'s sponsor-wide assets grew 26.4%, from $14M to $18M.
Which 401(k) plans are similar in size to Jonaco Machine Deferred Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust in FL ($14M, 243 participants).
Which 401(k) plans cover a similar participant headcount to Jonaco Machine Deferred Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kent Materials 401(k) in LA (142 participants, $159K 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 273546895.

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.