401(k) · DOL Form 5500 · 2023

Jolly Roofing and Contracting Co., Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 246
Participants Below avg headcount: 31st
Percentile by assets National rank: $8,357
Avg per participant Low balance/head

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Official DOL plan name: Jolly Roofing 401(k) Plan · Sponsored by Jolly Roofing and Contracting Co., Inc. · Tennessee · Construction

$2M in assets, 246 participants

Jolly Roofing and Contracting Co., Inc.'s Jolly Roofing 401(k) Plan reported $2M in total assets and 246 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.

#2,573 in Construction (9,030 peers)

Coverage in Tennessee

Jolly Roofing 401(k) Plan covers 246 participants in Tennessee, about 22% of the average Tennessee filer (state average ~1,126 per filing). Assets: $2M.

#2,573
in Construction (9,030 peers): +30.8%
assets growth YoY

Jolly Roofing 401(k) Plan among the smaller filed plans by assets

Jolly Roofing 401(k) Plan vs every filed plan by assets

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

$2,055,913 31st percentile higher than 31% 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

Jolly Roofing 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jolly Roofing 401(k) Plan sits mid-pack in the medium band (246 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Jolly Roofing 401(k) Plan reported net income rose from -$122K in the plan year 2022 filing to $484K in the plan year 2023 filing.
Jolly Roofing 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Jolly Roofing 401(k) Plan reported participants rose from 228 in the plan year 2022 filing to 246 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 621624798 · Jolly Roofing and Contracting Co., Inc. PY 2023 · 401(k)

Jolly Roofing 401(k) Plan · $2M · 246 · 31st

IND $2M
EOY 246
5500 31st
ASSETS 401(k)
PCT near Far West Services, LLC 401(k) Plan
EIN ind #2573

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 Construction retirement plans → · Plans in Tennessee →

End-of-year total assets ($M) among Jolly Roofing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$484K
Employer EIN	621624798
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Jolly Roofing and Contracting Co., Inc.)

Latest sponsor-wide plan assets: $3M 63.158621303883145% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	228	$2M
2023	1	246	$2M
2024	1	239	$3M

Nearby 401(k) Plans in Tennessee

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

Jolly Roofing 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Fedex Corporation Retirement Savings Plan $23.9B · 127,010
Hca 401(k) Plan $21.5B · 291,649
Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
International Paper Company Salaried Savings Plan $4.6B · 12,153
Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487

Compare Jolly Roofing 401(k) Plan side-by-side with 3 peers →

Jolly Roofing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Far West Services, LLC 401(k) Plan in CA ($2M); by covered participants it is Greene's Energy Group, L.L.C. 401(k) Plan in TX (246 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Far West Services, LLC 401(k) Plan (CA) $2M · 1,378
Baldwin Metals Company, Inc. 401(k) Plan (TX) $2M · 33
Quest 401(k) Plan (CO) $2M · 5
Oral Surgery Associates, LLP Profit Sharing Plan & Trust (LA) $2M · 15

Similar participant headcount

Nearest other-state filings by covered participants (246 participants); asset peers above are excluded.

Greene's Energy Group, L.L.C. 401(k) Plan (TX) 246 · 0 off
Dimex, LLC Retirement Savings Plan (OH) 246 · 0 off
Derry Medical Center 401(k) Plan (NH) 246 · 0 off
Cxtec Inc. Retirement & Profit Sharing Plan (NY) 246 · 0 off

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 Jolly Roofing 401(k) Plan assets move in 2023? ▼

Jolly Roofing 401(k) Plan surged - up 30.8% during 2023, from $2M to $2M. Reported net income was $484K.

How have Jolly Roofing and Contracting Co., Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jolly Roofing and Contracting Co., Inc.'s sponsor-wide assets grew 63.2%, from $2M to $3M.

Which 401(k) plans are similar in size to Jolly Roofing 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Far West Services, LLC 401(k) Plan in CA ($2M, 1,378 participants).

Which 401(k) plans cover a similar participant headcount to Jolly Roofing 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Greene's Energy Group, L.L.C. 401(k) Plan in TX (246 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 621624798.