401(k) · DOL Form 5500 · 2023

Jeha Equity Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$4K
Total assets Small plan by assets
1
Participants Small participant base
1st
Percentile by assets National rank
$4,395
Avg per participant Low balance/head
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Official DOL plan name: Jeha Equity Partners, Inc. 401(k) Plan · Sponsored by Jeha Equity Partners, Inc. · Texas · Finance & Insurance

$4K in assets, 1 participants

Jeha Equity Partners, Inc.'s Jeha Equity Partners, Inc. 401(k) Plan reported $4K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

  • #67 in Finance & Insurance (8,869 peers)

Jeha Equity Partners, Inc. multi-year trail

Jeha Equity Partners, Inc.'s plans moved -94.9% in assets from 2022 to 2024; this filing shows Jeha Equity Partners, Inc. 401(k) Plan at $4K / 1 participant.

#67
in Finance & Insurance (8,869 peers)
-91.5%
assets change YoY

The plan reported a net loss of $47K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jeha Equity Partners, Inc. 401(k) Plan among the smaller filed plans by assets

Jeha Equity Partners, Inc. 401(k) Plan vs every filed plan by assets

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

$4,395 1st percentile higher than 1% 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

Jeha Equity Partners, Inc. 401(k) 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. Jeha Equity Partners, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jeha Equity Partners, Inc. 401(k) Plan reported net income fell from -$4K in the plan year 2022 filing to -$47K in the plan year 2023 filing.
  • Jeha Equity Partners, Inc. 401(k) Plan end-of-year assets fell from $52K in the plan year 2022 filing to $4K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 831095085 · Jeha Equity Partners, Inc. PY 2023 · 401(k)

Jeha Equity Partners, Inc. 401(k) Plan · $4K · 1 · 1st

  • NET $4K
  • BOOK 1
  • VS-ST 1st
  • BOY 401(k)
  • SCH near Abundant Horizons Capital Group Inc. 401(k) Plan
  • EBSA ind #67

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 Finance & Insurance retirement plans → · Plans in Texas →

Jeha Equity Partners, Inc. 401(k) Plan in the asset neighbourhood

Jeha Equity Partners, Inc. 401(k) PlanJeha Equity Partners, Inc. 4…$4KAbundant Horizons Capital Group Inc. 401(k) PlanAbundant Horizons Capital Gr…$4KFresh Healthy Start, Inc 401(k) PlanFresh Healthy Start, Inc 401…$4KSemeron, Co. 401(k) Plan$4KL & G Home Care Retirement PlanL & G Home Care Retirement P…$4K
End-of-year total assets ($M) among Jeha Equity Partners, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jeha Equity Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jeha Equity Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3K 94.90543072969997% vs 2022
2024 filing year
$0M$0.02M$0.04M$0.06M 202220232024 $0.05M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $52K
2023 1 1 $4K
2024 1 1 $3K

Jeha Equity Partners, Inc. filing trail (2023)

Total Assets (Beginning of Year)$52K
Net Assets (End of Year)$4K
Net Income-$47K
Employer EIN831095085
Plan Effective Date2018-06-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Jeha Equity Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Jeha Equity Partners, Inc. 401(k) Plan, Total assets ($B): 0.000004395 · Participants: 1Jeha Equity Partners, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Jeha Equity Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Jeha Equity Partners, Inc. 401(k) Plan side-by-side with 3 peers →

Jeha Equity Partners, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Abundant Horizons Capital Group Inc. 401(k) Plan in CA ($4K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Jeha Equity Partners, Inc. 401(k) Plan assets move in 2023? ▼
Jeha Equity Partners, Inc. 401(k) Plan contracted severely - down 91.5% during 2023, from $52K to $4K. Reported net income was -$47K.
How have Jeha Equity Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeha Equity Partners, Inc.'s sponsor-wide assets declined 94.9%, from $52K to $3K.
Where does Jeha Equity Partners, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Jeha Equity Partners, Inc. 401(k) Plan ranks in the 1st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jeha Equity Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Abundant Horizons Capital Group Inc. 401(k) Plan in CA ($4K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Jeha Equity Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 831095085.

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.