401(k) · DOL Form 5500 · 2023

Jgb Management Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
6
Participants Small participant base
47th
Percentile by assets National rank
$965,028
Avg per participant High balance/head
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Official DOL plan name: Jgb Management Inc. Retirement Plan · Sponsored by Jgb Management Inc. · Connecticut · Finance & Insurance

$6M in assets, 6 participants

Jgb Management Inc.'s Jgb Management Inc. Retirement Plan reported $6M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,980 in Finance & Insurance (8,869 peers)

Jgb Management Inc. multi-year trail

Jgb Management Inc.'s plans moved +68.7% in assets from 2022 to 2024; this filing shows Jgb Management Inc. Retirement Plan at $6M / 6 participants.

#2,980
in Finance & Insurance (8,869 peers)
+29.4%
assets growth YoY

Jgb Management Inc. Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Jgb Management Inc. Retirement Plan vs every filed plan by assets

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

$5,790,168 47th percentile higher than 47% 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

Jgb Management Inc. Retirement 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. Jgb Management Inc. Retirement Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jgb Management Inc. Retirement Plan reported net income rose from $955K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Jgb Management Inc. Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 300289266 · Jgb Management Inc. PY 2023 · 401(k)

Jgb Management Inc. Retirement Plan · $6M · 6 · 47th

  • SCH $6M
  • EBSA 6
  • PART 47th
  • TYPE 401(k)
  • NET near Refuel 401(k) Plan
  • BOOK ind #2980

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 Connecticut →

Jgb Management Inc. Retirement Plan in the asset neighbourhood

Jgb Management Inc. Retirement PlanJgb Management Inc. Retireme…$6MRefuel 401(k) Plan$6MMagness & Sons General Contracting, Inc. 401(k) Profit Sharing PlanMagness & Sons General Contr…$6MDroneup 401(k) & Profit Sharing PlanDroneup 401(k) & Profit Shar…$6MStrahman Valves Inc 401(k) Profit Sharing Plan & TrustStrahman Valves Inc 401(k) P…$6M
End-of-year total assets ($M) among Jgb Management Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jgb Management Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jgb Management Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 68.71839715205824% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.47M $7.55M ▲ +68.9%
Year Plans Participants Total Assets
2022 1 6 $4M
2023 1 6 $6M
2024 1 7 $8M

Jgb Management Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN300289266
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Jgb Management Inc. Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Jgb Management Inc. Retirement Plan, Total assets ($B): 0.005790168 · Participants: 6Jgb Management Inc. Retirement PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Jgb Management Inc. Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Jgb Management Inc. Retirement Plan side-by-side with 3 peers →

Jgb Management Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Refuel 401(k) Plan in SC ($6M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

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 Jgb Management Inc. Retirement Plan assets move in 2023? ▼
Jgb Management Inc. Retirement Plan grew sharply - up 29.4% during 2023, from $4M to $6M. Reported net income was $1M.
How have Jgb Management Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jgb Management Inc.'s sponsor-wide assets grew 68.7%, from $4M to $8M.
Which 401(k) plans are similar in size to Jgb Management Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Refuel 401(k) Plan in SC ($6M, 2,206 participants).
Which 401(k) plans cover a similar participant headcount to Jgb Management Inc. Retirement 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 300289266.

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.