401(k) · DOL Form 5500 · 2023

Don Jagoda Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
73
Participants Small participant base
63rd
Percentile by assets National rank
$167,947
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Don Jagoda Associates, Inc. 401(k) Plan · Sponsored by Don Jagoda Associates, Inc. · New York · Professional & Technical Services

$12M in assets, 73 participants

Don Jagoda Associates, Inc.'s Don Jagoda Associates, Inc. 401(k) Plan reported $12M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,620 in Professional & Technical Services (20,321 peers)

Don Jagoda Associates, Inc. multi-year trail

Don Jagoda Associates, Inc.'s plans moved +25.3% in assets from 2022 to 2024; this filing shows Don Jagoda Associates, Inc. 401(k) Plan at $12M / 73 participants.

#12,620
in Professional & Technical Services (20,321 peers)
+23.4%
assets growth YoY

Don Jagoda Associates, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Don Jagoda Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$12,260,131 Top 37% higher than 63% 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 Jagoda Associates, Inc. 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. Don Jagoda Associates, Inc. 401(k) Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Don Jagoda Associates, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Don Jagoda Associates, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Don Jagoda Associates, Inc. 401(k) Plan reported participants rose from 67 in the plan year 2022 filing to 73 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132723153 · Don Jagoda Associates, Inc. PY 2023 · 401(k)

Don Jagoda Associates, Inc. 401(k) Plan · $12M · 73 · 63rd

  • SCH $12M
  • EBSA 73
  • PART 63rd
  • TYPE 401(k)
  • NET near Claude Howard Lumber Company, Inc. 401(k) Plan
  • BOOK ind #12620

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 Professional & Technical Services retirement plans → · Plans in New York →

Don Jagoda Associates, Inc. 401(k) Plan in the asset neighbourhood

Don Jagoda Associates, Inc. 401(k) PlanDon Jagoda Associates, Inc. …$12MClaude Howard Lumber Company, Inc. 401(k) PlanClaude Howard Lumber Company…$12M403(b) Thrift Plan for Employees of Waterford Country School, Inc.403(b) Thrift Plan for Emplo…$12MComputercraft 401(k) Plan$12MFassio Egg Farms, Inc 401(k) Profit Sharing PlanFassio Egg Farms, Inc 401(k)…$12M
End-of-year total assets ($M) among Don Jagoda Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Don Jagoda Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Don Jagoda Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 25.28814812562511% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.93M $12.4M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 67 $10M
2023 1 73 $12M
2024 1 84 $12M

Don Jagoda Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN132723153
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Don Jagoda Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Don Jagoda Associates, Inc. 401(k) Plan, Total assets ($B): 0.012260131 · Participants: 73Don Jagoda Associates, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Don Jagoda Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Don Jagoda Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Don Jagoda Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Claude Howard Lumber Company, Inc. 401(k) Plan in GA ($12M); by covered participants it is A Haven for Kids, Inc. Retirement Plan in OH (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Jagoda Associates, Inc. 401(k) Plan assets move in 2023? ▼
Don Jagoda Associates, Inc. 401(k) Plan grew sharply - up 23.4% during 2023, from $10M to $12M. Reported net income was $2M.
How have Don Jagoda Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Don Jagoda Associates, Inc.'s sponsor-wide assets grew 25.3%, from $10M to $12M.
Which 401(k) plans are similar in size to Don Jagoda Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Claude Howard Lumber Company, Inc. 401(k) Plan in GA ($12M, 241 participants).
Which 401(k) plans cover a similar participant headcount to Don Jagoda Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A Haven for Kids, Inc. Retirement Plan in OH (73 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 132723153.

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.