401(k) · DOL Form 5500 · 2022

J.O. Mory, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
97
Participants Small participant base
54th
Percentile by assets National rank
$60,280
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J.O. Mory, Inc. Employee Savings and Protection Plan · Sponsored by J.O. Mory, Inc. · Indiana · Wholesale Trade

$6M in assets, 97 participants

J.O. Mory, Inc.'s J.O. Mory, Inc. Employee Savings and Protection Plan reported $6M in total assets and 97 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,889 in Wholesale Trade (6,843 peers)

J.O. Mory, Inc. multi-year trail

J.O. Mory, Inc.'s plans moved +31.5% in assets from 2022 to 2024; this filing shows J.O. Mory, Inc. Employee Savings and Protection Plan at $6M / 97 participants.

#2,889
in Wholesale Trade (6,843 peers)
-12.7%
assets change YoY

The plan reported a net loss of $855K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J.O. Mory, Inc. Employee Savings and Protection Plan's mid-pack asset rank among Wholesale Trade and all filers

J.O. Mory, Inc. Employee Savings and Protection Plan vs every filed plan by assets

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

$5,847,157 Top 46% higher than 54% 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.O. Mory, Inc. Employee Savings and Protection Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.O. Mory, Inc. Employee Savings and Protection Plan is a small filing (97 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 350893547 · J.O. Mory, Inc. PY 2022 · 401(k)

J.O. Mory, Inc. Employee Savings and Protection Plan · $6M · 97 · 54th

  • PART $6M
  • TYPE 97
  • NET 54th
  • BOOK 401(k)
  • VS-ST near Anthony Marano Company 401(k) Savings Plan
  • BOY ind #2889

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 Wholesale Trade retirement plans → · Plans in Indiana →

J.O. Mory, Inc. Employee Savings and Protection Plan in the asset neighbourhood

J.O. Mory, Inc. Employee Savings and Protection PlanJ.O. Mory, Inc. Employee Sav…$6MAnthony Marano Company 401(k) Savings PlanAnthony Marano Company 401(k…$6MAmbassador Construction Co., Inc. Profit Sharing PlanAmbassador Construction Co.,…$6MAdvanced Impact Technologies Group 401(k) PlanAdvanced Impact Technologies…$6MBest Doctors Insurance Services 401(k) PlanBest Doctors Insurance Servi…$6M
End-of-year total assets ($M) among J.O. Mory, Inc. Employee Savings and Protection Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

J.O. Mory, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J.O. Mory, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 31.506508205611716% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.85M $7.69M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 97 $6M
2023 1 103 $7M
2024 1 104 $8M

J.O. Mory, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$855K
Employer EIN350893547
Plan Effective Date1987-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

J.O. Mory, Inc. Employee Savings and Protection Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants J.O. Mory, Inc. Employee Savings and Protection Plan, Total assets ($B): 0.005847157 · Participants: 97J.O. Mory, Inc. Employee Savings and Protection PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
J.O. Mory, Inc. Employee Savings and Protection Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare J.O. Mory, Inc. Employee Savings and Protection Plan side-by-side with 3 peers →

J.O. Mory, Inc. Employee Savings and Protection Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Anthony Marano Company 401(k) Savings Plan in IL ($6M); by covered participants it is Rhode Island Eye Institute 401(k)Profit Sharing Plan in RI (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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.O. Mory, Inc. Employee Savings and Protection Plan assets move in 2022? ▼
J.O. Mory, Inc. Employee Savings and Protection Plan pulled back noticeably - down 12.7% during 2022, from $7M to $6M. Reported net income was -$855K.
How have J.O. Mory, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.O. Mory, Inc.'s sponsor-wide assets grew 31.5%, from $6M to $8M.
Which 401(k) plans are similar in size to J.O. Mory, Inc. Employee Savings and Protection Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anthony Marano Company 401(k) Savings Plan in IL ($6M, 173 participants).
Which 401(k) plans cover a similar participant headcount to J.O. Mory, Inc. Employee Savings and Protection Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rhode Island Eye Institute 401(k)Profit Sharing Plan in RI (97 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 350893547.

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.