401(k) · DOL Form 5500 · 2022

Jonathan Engineered Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
213
Participants Below avg headcount
72nd
Percentile by assets National rank
$69,323
Avg per participant Below avg balance/head
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Official DOL plan name: Jonathan Group 401(k) Plan · Sponsored by Jonathan Engineered Solutions, Inc. · California · Manufacturing

$15M in assets, 213 participants

Jonathan Engineered Solutions, Inc.'s Jonathan Group 401(k) Plan reported $15M in total assets and 213 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #12,686 in Manufacturing (20,602 peers)

Coverage in California

Jonathan Group 401(k) Plan covers 213 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $15M.

#12,686
in Manufacturing (20,602 peers)
+69.5%
assets growth 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.

Jonathan Group 401(k) Plan's outsized position by total assets

Jonathan Group 401(k) Plan vs every filed plan by assets

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

$14,765,904 Top 28% higher than 72% 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

Jonathan Group 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. Jonathan Group 401(k) Plan sits mid-pack in the medium band (213 participants).

Plan-year Form 5500 strip

Filing strip 953112735 · Jonathan Engineered Solutions, Inc. PY 2022 · 401(k)

Jonathan Group 401(k) Plan · $15M · 213 · 72nd

  • TYPE $15M
  • NET 213
  • BOOK 72nd
  • VS-ST 401(k)
  • BOY near Commerce Register, Inc. Profit Sharing Plan
  • SCH ind #12686

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 →

Jonathan Group 401(k) Plan in the asset neighbourhood

Jonathan Group 401(k) Plan$15MCommerce Register, Inc. Profit Sharing PlanCommerce Register, Inc. Prof…$15MTahari Ltd. Employee Savings Plan and TrustTahari Ltd. Employee Savings…$15MKirtland Federal Credit Union 401(k) Plan and TrustKirtland Federal Credit Unio…$15MShannon Precision Fastener 401(k)Shannon Precision Fastener 4…$15M
End-of-year total assets ($M) among Jonathan Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$15M
Net Income-$1M
Employer EIN953112735
Plan Effective Date1984-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jonathan Engineered Solutions, Inc.)

Sponsor-wide plan assets over time

All Jonathan Engineered Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 78.24290338065316% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $14.8M $26.3M ▲ +78.2%
Year Plans Participants Total Assets
2022 1 213 $15M
2023 1 242 $23M
2024 1 315 $26M

Nearby 401(k) Plans in California

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

Jonathan Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jonathan Group 401(k) Plan, Total assets ($B): 0.014765904 · Participants: 213Jonathan Group 401(k) 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
Jonathan Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jonathan Group 401(k) Plan side-by-side with 3 peers →

Jonathan Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Commerce Register, Inc. Profit Sharing Plan in NJ ($15M); by covered participants it is Atlantic Capital Bank 401(k) Plan in GA (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Jonathan Group 401(k) Plan assets move in 2022? ▼
Jonathan Group 401(k) Plan surged - up 69.5% during 2022, from $9M to $15M. Reported net income was -$1M.
How have Jonathan Engineered Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jonathan Engineered Solutions, Inc.'s sponsor-wide assets grew 78.2%, from $15M to $26M.
Which 401(k) plans are similar in size to Jonathan Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Commerce Register, Inc. Profit Sharing Plan in NJ ($15M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Jonathan Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlantic Capital Bank 401(k) Plan in GA (213 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 953112735.

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.