401(k) · DOL Form 5500 · 2022
J.D. Power and Associates 401(k) Plan
Data updated 2026-08-25
- $173M
- Total assets Near avg plan size
- 797
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $217,085
- Avg per participant Above avg balance/head
Official DOL plan name: J. D. Power 401(k) Plan · Sponsored by J.D. Power and Associates · California · Professional & Technical Services
$173M in assets, 797 participants
J.D. Power and Associates's J. D. Power 401(k) Plan reported $173M in total assets and 797 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #20,750 in Professional & Technical Services (21,562 peers)
Where J. D. Power 401(k) Plan sits by assets
J. D. Power 401(k) Plan sits in the top 5% of all filed plans by assets, $173M for 797 participants (~$217,085/participant), down 6.1% in 2022.
- #20,750
- in Professional & Technical Services (21,562 peers)
- -6.1%
- assets change YoY
- 1.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
J. D. Power 401(k) Plan's outsized position by total assets
J. D. Power 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$173,016,556 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
J. D. Power 401(k) 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. J. D. Power 401(k) Plan sits mid-pack in the medium band (797 participants).
Plan-year Form 5500 strip
Filing strip 952572471 · J.D. Power and Associates PY 2022 · 401(k)
J. D. Power 401(k) Plan · $173M · 797 · 95th
- EIN $173M
- EIN 797
- EIN 95th
- EIN 401(k)
- EIN near Wellpower 401(k) Savings and Retirement Plan
- EIN ind #20750
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 Professional & Technical Services retirement plans → · Plans in California →
J. D. Power 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $184M |
|---|---|
| Net Assets (End of Year) | $173M |
| Net Income | -$22M |
| Employer EIN | 952572471 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J.D. Power and Associates)
Sponsor-wide plan assets over time
All J.D. Power and Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $240M 38.76756453295718% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 797 | $173M |
| 2023 | 1 | 872 | $207M |
| 2024 | 1 | 888 | $240M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
J. D. Power 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Wellpower 401(k) Savings and Retirement Plan in GA ($173M); by covered participants it is Jump Operations, LLC Employee 401(k) Plan in IL (797 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($173M here).
- Wellpower 401(k) Savings and Retirement Plan (GA) $173M · 1,837
- Faxton - St. Luke's Healthcare 401(k) Plan (NY) $173M · 2,360
- Roche Bros. 401(k) and Profit Sharing Plan (MA) $173M · 2,493
- Inter American University of Pr Defined Contribution Retirement Plan (PR) $173M · 1,776
Similar participant headcount
Nearest other-state filings by covered participants (797 participants); asset peers above are excluded.
- Jump Operations, LLC Employee 401(k) Plan (IL) 797 · 0 off
- City Year 401(k) Savings Plan (MA) 797 · 0 off
- Four Seasons Retirement Savings Plan (PA) 797 · 0 off
- E. D. & F. Man Holdings, Inc. Savings & Investment Plan (LA) 797 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.