401(k) · DOL Form 5500 · 2023

J and R Associates 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
32
Participants Small participant base
31st
Percentile by assets National rank
$65,069
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J and R Companies 401(k) Plan · Sponsored by J and R Associates · Pennsylvania · Real Estate

$2M in assets, 32 participants

J and R Associates's J and R Companies 401(k) Plan reported $2M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,387 in Real Estate (4,727 peers)

What the 2023 filing shows

J and R Companies 401(k) Plan holds $2M for 32 participants - about $65,069 per participant, in the lower half of filed plans by assets.

#2,387
in Real Estate (4,727 peers)
+4.7%
assets growth YoY

J and R Companies 401(k) Plan among the smaller filed plans by assets

J and R Companies 401(k) Plan vs every filed plan by assets

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

$2,082,223 31st percentile higher than 31% 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

J and R Companies 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. J and R Companies 401(k) Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J and R Companies 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $94K in the plan year 2023 filing.
  • J and R Companies 401(k) Plan reported participants rose from 28 in the plan year 2022 filing to 32 in the plan year 2023 filing.
  • J and R Companies 401(k) 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 →

Published 5500 schedule card

Filing strip 042663479 · J and R Associates PY 2023 · 401(k)

J and R Companies 401(k) Plan · $2M · 32 · 31st

  • BOOK $2M
  • BOOK 32
  • BOOK 31st
  • BOOK 401(k)
  • BOOK near B & H Property Systems, Inc., Solo 401(k) Profit Sharing Plan
  • BOOK ind #2387

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 Real Estate retirement plans → · Plans in Pennsylvania →

J and R Companies 401(k) Plan in the asset neighbourhood

J and R Companies 401(k) Plan$2MB & H Property Systems, Inc., Solo 401(k) Profit Sharing PlanB & H Property Systems, Inc.…$2MJohnson Curran Optometry Centers, PC 401(k) PlanJohnson Curran Optometry Cen…$2MFiesta Foods 401(k) Plan$2MA-1 United Heating, Air & Electrical Co., Inc. 401(k) PlanA-1 United Heating, Air & El…$2M
End-of-year total assets ($M) among J and R Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$94K
Employer EIN042663479
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J and R Associates)

Sponsor-wide plan assets over time

All J and R Associates plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.6943551672626862% vs 2022
2024 filing year
$1.9M$1.95M$2M$2.05M$2.1M 202220232024 $1.99M $1.95M ▼ -2.0%
Year Plans Participants Total Assets
2022 1 28 $2M
2023 1 32 $2M
2024 1 21 $2M

Nearby 401(k) Plans in Pennsylvania

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

J and R Companies 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants J and R Companies 401(k) Plan, Total assets ($B): 0.002082223 · Participants: 32J and R Companies 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
J and R Companies 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare J and R Companies 401(k) Plan side-by-side with 3 peers →

J and R Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is B & H Property Systems, Inc., Solo 401(k) Profit Sharing Plan in CA ($2M); by covered participants it is Presnell Gage Employees Retirement Plan in ID (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 J and R Companies 401(k) Plan assets move in 2023? ▼
J and R Companies 401(k) Plan edged up modestly - up 4.7% during 2023, from $2M to $2M. Reported net income was $94K.
How have J and R Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J and R Associates's sponsor-wide assets declined 1.7%, from $2M to $2M.
Which 401(k) plans are similar in size to J and R Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is B & H Property Systems, Inc., Solo 401(k) Profit Sharing Plan in CA ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to J and R Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Presnell Gage Employees Retirement Plan in ID (32 participants, $9M 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 042663479.

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.