401(k)
2022 plan-year 401(k) DOL Form 5500

Jefferson Industries Corp. Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Jefferson Industries Corp. · Ohio · Manufacturing

What the 2023 filing shows

Jefferson Industries Corp. Retirement Plan holds $35M for 673 participants — about $51,426 per participant, down 18.9% over the 2022 plan year.

$35M
total plan assets (2022 EOY)
673
covered participants
$51,426
avg assets per participant
-18.9%
assets change YoY

The plan reported a net loss of $8M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$35M
Participants
673
State
Industry
Manufacturing

What the Filing Says About Jefferson Industries Corp. Retirement Plan

Jefferson Industries Corp. Retirement Plan is a 401(k) retirement plan sponsored by Jefferson Industries Corp., headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $35M in total end-of-year assets and covers 673 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 311239446, and the plan has been effective since 1991-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $43M at the beginning of 2022 to $35M at year-end — a decline of 18.9%. Net assets (after liabilities) closed the year at $35M, with reported net income of $-8,039,551 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$43M
Total Assets (End of Year)$35M
Net Assets (End of Year)$35M
Net Income$-8,039,551
Plan Type401(k)
Employer EIN311239446
Plan Effective Date1991-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jefferson Industries Corp.)

Year Plans Participants Total Assets
2022 1 673 $35M
2023 1 579 $39M
2024 1 589 $42M

Nearby 401(k) Plans in Ohio

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

Frequently Asked Questions

How much money is in the Jefferson Industries Corp. Retirement Plan?
As of the 2022 Form 5500 filing, Jefferson Industries Corp. Retirement Plan holds $35M in total assets with 673 participants. It is sponsored by Jefferson Industries Corp..
What type of plan is Jefferson Industries Corp. Retirement Plan?
Jefferson Industries Corp. Retirement Plan is a 401(k) plan. It has been effective since 1991-04-01. The plan is filed with the U.S. Department of Labor under EIN 311239446.
Who sponsors the Jefferson Industries Corp. Retirement Plan?
Jefferson Industries Corp. Retirement Plan is sponsored by Jefferson Industries Corp., located in Ohio. The sponsor's EIN is 311239446 and the plan operates in the Manufacturing industry.
How did Jefferson Industries Corp. Retirement Plan perform in 2022?
Jefferson Industries Corp. Retirement Plan declined by 18.9% during 2022, moving from $43M to $35M in total assets. Net income was $-8,039,551.
Where can I find official filings for Jefferson Industries Corp. Retirement Plan?
Official Form 5500 filings for Jefferson Industries Corp. Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 311239446 or plan name at efast.dol.gov.
How does Jefferson Industries Corp. Retirement Plan compare to other plans?
You can compare Jefferson Industries Corp. Retirement Plan against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 311239446.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.