401(k) · DOL Form 5500 · 2023

Jessup & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$820K
Total assets Small plan by assets
27
Participants Small participant base
22nd
Percentile by assets National rank
$30,387
Avg per participant Low balance/head
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Official DOL plan name: Jessup & Associates, Inc. Safe Harbor 401(k) Plan · Sponsored by Jessup & Associates, Inc. · Tennessee · Wholesale Trade

$820K in assets, 27 participants

Jessup & Associates, Inc.'s Jessup & Associates, Inc. Safe Harbor 401(k) Plan reported $820K in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #749 in Wholesale Trade (6,309 peers)

Jessup & Associates, Inc. multi-year trail

Jessup & Associates, Inc.'s plans moved +159.4% in assets from 2022 to 2024; this filing shows Jessup & Associates, Inc. Safe Harbor 401(k) Plan at $820K / 27 participants.

#749
in Wholesale Trade (6,309 peers)
+77.7%
assets growth YoY

Jessup & Associates, Inc. Safe Harbor 401(k) Plan among the smaller filed plans by assets

Jessup & Associates, Inc. Safe Harbor 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$820,452 22nd percentile higher than 22% of 127,068 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 2023

Jessup & Associates, Inc. Safe Harbor 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jessup & Associates, Inc. Safe Harbor 401(k) Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jessup & Associates, Inc. Safe Harbor 401(k) Plan end-of-year assets rose from $462K in the plan year 2022 filing to $820K in the plan year 2023 filing.
  • Jessup & Associates, Inc. Safe Harbor 401(k) Plan reported net income fell from $462K in the plan year 2022 filing to $359K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 621116118 · Jessup & Associates, Inc. PY 2023 · 401(k)

Jessup & Associates, Inc. Safe Harbor 401(k) Plan · $820K · 27 · 22nd

  • PART $820K
  • TYPE 27
  • NET 22nd
  • BOOK 401(k)
  • VS-ST near Cherry Creek Educators Retirement Plan
  • BOY ind #749

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 Tennessee →

Jessup & Associates, Inc. Safe Harbor 401(k) Plan in the asset neighbourhood

Jessup & Associates, Inc. Safe Harbor 401(k) PlanJessup & Associates, Inc. Sa…$820KCherry Creek Educators Retirement PlanCherry Creek Educators Retir…$821KApoyo Financiero, Inc. 401(k) Profit Sharing Plan and TrustApoyo Financiero, Inc. 401(k…$820KCarbon Oral Associates PC 401(k) Retirement PlanCarbon Oral Associates PC 40…$821KGateway Engineering, Inc. 401(k) PlanGateway Engineering, Inc. 40…$820K
End-of-year total assets ($M) among Jessup & Associates, Inc. Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jessup & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jessup & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 159.386715120749% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.46M $1.2M ▲ +160.9%
Year Plans Participants Total Assets
2022 1 27 $462K
2023 1 27 $820K
2024 1 30 $1M

Jessup & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$462K
Net Assets (End of Year)$820K
Net Income$359K
Employer EIN621116118
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Jessup & Associates, Inc. Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Jessup & Associates, Inc. Safe Harbor 401(k) Plan, Total assets ($B): 0.000820452 · Participants: 27Jessup & Associates, Inc. Safe Harbor 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Jessup & Associates, Inc. Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Jessup & Associates, Inc. Safe Harbor 401(k) Plan side-by-side with 3 peers →

Jessup & Associates, Inc. Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Cherry Creek Educators Retirement Plan in CO ($821K); by covered participants it is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jessup & Associates, Inc. Safe Harbor 401(k) Plan assets move in 2023? ▼
Jessup & Associates, Inc. Safe Harbor 401(k) Plan surged - up 77.7% during 2023, from $462K to $820K. Reported net income was $359K.
How have Jessup & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jessup & Associates, Inc.'s sponsor-wide assets grew 159.4%, from $462K to $1M.
Where does Jessup & Associates, Inc. Safe Harbor 401(k) Plan rank by assets among Form 5500 filers? ▼
Jessup & Associates, Inc. Safe Harbor 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jessup & Associates, Inc. Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cherry Creek Educators Retirement Plan in CO ($821K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Jessup & Associates, Inc. Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 621116118.

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.