401(k) · DOL Form 5500 · 2023

Don R. Jensen & Company 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
30th
Percentile by assets National rank
$331,024
Avg per participant High balance/head
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Official DOL plan name: Don R. Jensen 401(k) Savings Plan · Sponsored by Don R. Jensen & Company · Illinois · Finance & Insurance

$2M in assets, 6 participants

Don R. Jensen & Company's Don R. Jensen 401(k) Savings Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,827 in Finance & Insurance (8,869 peers)

Don R. Jensen & Company multi-year trail

Don R. Jensen & Company's plans moved +23.3% in assets from 2022 to 2024; this filing shows Don R. Jensen 401(k) Savings Plan at $2M / 6 participants.

#1,827
in Finance & Insurance (8,869 peers)
+6.8%
assets growth YoY

Don R. Jensen 401(k) Savings Plan among the smaller filed plans by assets

Don R. Jensen 401(k) Savings Plan vs every filed plan by assets

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

$1,986,143 30th percentile higher than 30% 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

Don R. Jensen 401(k) Savings Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Don R. Jensen 401(k) Savings Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Don R. Jensen 401(k) Savings Plan reported net income rose from -$250K in the plan year 2022 filing to $126K in the plan year 2023 filing.
  • Don R. Jensen 401(k) Savings Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 363875777 · Don R. Jensen & Company PY 2023 · 401(k)

Don R. Jensen 401(k) Savings Plan · $2M · 6 · 30th

  • EOY $2M
  • EOY 6
  • EOY 30th
  • EOY 401(k)
  • EOY near Flex Film Inc. Rashmi 401(k) Plan
  • EOY ind #1827

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 Finance & Insurance retirement plans → · Plans in Illinois →

Don R. Jensen 401(k) Savings Plan in the asset neighbourhood

Don R. Jensen 401(k) Savings PlanDon R. Jensen 401(k) Savings…$2MFlex Film Inc. Rashmi 401(k) PlanFlex Film Inc. Rashmi 401(k)…$2MAndersen Products, Inc. 401(k) Savings PlanAndersen Products, Inc. 401(…$2MWheelchair 401(k) Plan$2MSungrow Albion LLC 401(k) Profit Sharing Plan & TrustSungrow Albion LLC 401(k) Pr…$2M
End-of-year total assets ($M) among Don R. Jensen 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Don R. Jensen & Company multi-year asset trail

Sponsor-wide plan assets over time

All Don R. Jensen & Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 23.346551141198333% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M 202220232024 $1.86M $2.29M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $2M
2024 1 5 $2M

Don R. Jensen & Company filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$126K
Employer EIN363875777
Plan Effective Date1994-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Don R. Jensen 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Don R. Jensen 401(k) Savings Plan, Total assets ($B): 0.001986143 · Participants: 6Don R. Jensen 401(k) Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Don R. Jensen 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Don R. Jensen 401(k) Savings Plan side-by-side with 3 peers →

Don R. Jensen 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Flex Film Inc. Rashmi 401(k) Plan in KY ($2M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Don R. Jensen 401(k) Savings Plan assets move in 2023? ▼
Don R. Jensen 401(k) Savings Plan grew at a solid clip - up 6.8% during 2023, from $2M to $2M. Reported net income was $126K.
How have Don R. Jensen & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Don R. Jensen & Company's sponsor-wide assets grew 23.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Don R. Jensen 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Flex Film Inc. Rashmi 401(k) Plan in KY ($2M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Don R. Jensen 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 363875777.

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.