401(k) · DOL Form 5500 · 2023

The Jath Group, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
34th
Percentile by assets National rank
$334,777
Avg per participant High balance/head
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Official DOL plan name: The Jath Group, Inc. 401(k) Profit Sharing Plan · Sponsored by The Jath Group, Inc. · Kansas · Other Services

$3M in assets, 8 participants

The Jath Group, Inc.'s The Jath Group, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #4,584 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, The Jath Group, Inc. 401(k) Profit Sharing Plan ranks #4,584 of 7,857 2023 filers by assets (749% of the sector average)-$3M for 8 participants.

#4,584
in Other Services (7,857 peers)
+13.8%
assets growth YoY

The Jath Group, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Other Services and all filers

The Jath Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,678,212 34th percentile higher than 34% 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

The Jath Group, Inc. 401(k) Profit Sharing 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. The Jath Group, Inc. 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Jath Group, Inc. 401(k) Profit Sharing Plan reported participants rose from 6 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • The Jath Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Jath Group, Inc. 401(k) Profit Sharing Plan reported net income fell from $374K in the plan year 2022 filing to $325K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 463124388 · The Jath Group, Inc. PY 2023 · 401(k)

The Jath Group, Inc. 401(k) Profit Sharing Plan · $3M · 8 · 34th

  • PART $3M
  • PART 8
  • PART 34th
  • PART 401(k)
  • PART near Event Medical Ltd. 401(k) Plan
  • PART ind #4584

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 Other Services retirement plans → · Plans in Kansas →

The Jath Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

The Jath Group, Inc. 401(k) Profit Sharing PlanThe Jath Group, Inc. 401(k) …$3MEvent Medical Ltd. 401(k) PlanEvent Medical Ltd. 401(k) Pl…$3MWw Healthcare Consultants, LLC 401(k) PlanWw Healthcare Consultants, L…$3MDiscovery Living, Inc. 401(k) PlanDiscovery Living, Inc. 401(k…$3MWeber & Weber, Inc. 401(k) Profit Sharing PlanWeber & Weber, Inc. 401(k) P…$3M
End-of-year total assets ($M) among The Jath Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$325K
Employer EIN463124388
Plan Effective Date2013-07-03
Filing StatusFILING RECEIVED

Sponsor Plan History (The Jath Group, Inc.)

Sponsor-wide plan assets over time

All The Jath Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 63.60321565897936% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.35M $3.85M ▲ +63.8%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 8 $3M
2024 1 9 $4M

Nearby 401(k) Plans in Kansas

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

The Jath Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants The Jath Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002678212 · Participants: 8The Jath Group, Inc. 401(k) Profit Sharing PlanKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
The Jath Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare The Jath Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Jath Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Event Medical Ltd. 401(k) Plan in CA ($3M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 The Jath Group, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
The Jath Group, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 13.8% during 2023, from $2M to $3M. Reported net income was $325K.
How have The Jath Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Jath Group, Inc.'s sponsor-wide assets grew 63.6%, from $2M to $4M.
Which 401(k) plans are similar in size to The Jath Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Event Medical Ltd. 401(k) Plan in CA ($3M, 20 participants).
Which 401(k) plans cover a similar participant headcount to The Jath Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 463124388.

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.