401(k) · DOL Form 5500 · 2022

Jorgensen & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
132
Participants Small participant base
47th
Percentile by assets National rank
$31,580
Avg per participant Low balance/head
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Official DOL plan name: Jorgensen & Sons, Inc. 401(k) Retirement Plan · Sponsored by Jorgensen & Sons, Inc. · California · Manufacturing

$4M in assets, 132 participants

Jorgensen & Sons, Inc.'s Jorgensen & Sons, Inc. 401(k) Retirement Plan reported $4M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #6,214 in Manufacturing (20,602 peers)

Coverage in California

Jorgensen & Sons, Inc. 401(k) Retirement Plan covers 132 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $4M.

#6,214
in Manufacturing (20,602 peers)
-24.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jorgensen & Sons, Inc. 401(k) Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Jorgensen & Sons, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$4,168,559 47th percentile higher than 47% 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

Jorgensen & Sons, Inc. 401(k) 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. Jorgensen & Sons, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (132 participants).

EBSA filing schedule strip

Filing strip 941477041 · Jorgensen & Sons, Inc. PY 2022 · 401(k)

Jorgensen & Sons, Inc. 401(k) Retirement Plan · $4M · 132 · 47th

  • RANK $4M
  • RANK 132
  • RANK 47th
  • RANK 401(k)
  • RANK near Oregon Pacific Bank 401(k) Plan
  • RANK ind #6214

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 California →

Jorgensen & Sons, Inc. 401(k) Retirement Plan in the asset neighbourhood

Jorgensen & Sons, Inc. 401(k) Retirement PlanJorgensen & Sons, Inc. 401(k…$4MOregon Pacific Bank 401(k) PlanOregon Pacific Bank 401(k) P…$4MPeacock Automotive, LLC 401(k) PlanPeacock Automotive, LLC 401(…$4MBest Vinyl 401(k) Retirement PlanBest Vinyl 401(k) Retirement…$4MDavin Healthcare Workforce Solutions, Inc. 401(k) Profit Sharing PlanDavin Healthcare Workforce S…$4M
End-of-year total assets ($M) among Jorgensen & Sons, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN941477041
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jorgensen & Sons, Inc.)

Sponsor-wide plan assets over time

All Jorgensen & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 11.113600105007446% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M 202220232024 $10.4M $11.5M ▲ +11.1%
Year Plans Participants Total Assets
2022 2 265 $10M
2023 2 265 $11M
2024 2 280 $12M

Nearby 401(k) Plans in California

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

Jorgensen & Sons, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jorgensen & Sons, Inc. 401(k) Retirement Plan, Total assets ($B): 0.004168559 · Participants: 132Jorgensen & Sons, Inc. 401(k) Retirement 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
Jorgensen & Sons, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jorgensen & Sons, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Jorgensen & Sons, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Oregon Pacific Bank 401(k) Plan in OR ($4M); by covered participants it is Flywire Retirement Plan in MA (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Jorgensen & Sons, Inc. 401(k) Retirement Plan assets move in 2022? ▼
Jorgensen & Sons, Inc. 401(k) Retirement Plan declined sharply - down 24.5% during 2022, from $6M to $4M. Reported net income was -$1M.
How have Jorgensen & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jorgensen & Sons, Inc.'s sponsor-wide assets grew 11.1%, from $10M to $12M.
Which 401(k) plans are similar in size to Jorgensen & Sons, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oregon Pacific Bank 401(k) Plan in OR ($4M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Jorgensen & Sons, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flywire Retirement Plan in MA (132 participants, $5M 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 941477041.

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.