401(k) · DOL Form 5500 · 2023
Jem Investments, Inc. 401(k) Plan
Data updated 2026-08-25
- $324K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $107,865
- Avg per participant Below avg balance/head
Official DOL plan name: Jem Investments Retirement Plan · Sponsored by Jem Investments, Inc. · Colorado · Real Estate
$324K in assets, 3 participants
Jem Investments, Inc.'s Jem Investments Retirement Plan reported $324K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.
- #1,080 in Real Estate (4,727 peers)
Jem Investments, Inc. multi-year trail
Jem Investments, Inc.'s plans moved -18.5% in assets from 2023 to 2024; this filing shows Jem Investments Retirement Plan at $324K / 3 participants.
- #1,080
- in Real Estate (4,727 peers)
- $324K
- reported net income
Jem Investments Retirement Plan among the smaller filed plans by assets
Jem Investments Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$323,594 14th percentile higher than 14% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Jem Investments 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. Jem Investments Retirement Plan is a micro filing (3 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 932033509 · Jem Investments, Inc. PY 2023 · 401(k)
Jem Investments Retirement Plan · $324K · 3 · 14th
- TYPE $324K
- TYPE 3
- TYPE 14th
- TYPE 401(k)
- TYPE near Cosmicstep Software, Inc
- TYPE ind #1080
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 Colorado →
Jem Investments Retirement Plan in the asset neighbourhood
Jem Investments, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Jem Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $264K 18.505596519094915% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 3 | $324K |
| 2024 | 1 | 3 | $264K |
Jem Investments, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $324K |
| Net Income | $324K |
| Employer EIN | 932033509 |
| Plan Effective Date | 2023-06-26 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.3B · 57,711
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
- Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
- Woodward Retirement Savings Plan $1.8B · 5,847
- Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491
Jem Investments Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Cosmicstep Software, Inc in WA ($324K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($324K here).
- Cosmicstep Software, Inc (WA) $324K · 1
- 4319 Consulting, Inc. 401(k) Plan (TN) $324K · 4
- 2h Investments Corporation 401(k) Profit Sharing Plan (NC) $324K · 6
- Chennai, Inc. 401(k) Plan (CA) $323K · 1
Similar participant headcount
Nearest other-state filings by covered participants (3 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.