401(k) · DOL Form 5500 · 2023

Stafford Juneau Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
12
Participants Small participant base
26th
Percentile by assets National rank
$109,790
Avg per participant Below avg balance/head
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Official DOL plan name: Stafford Juneau Holdings, Inc. Profit Sharing Plan · Sponsored by Stafford Juneau Holdings, Inc. · Texas · Construction

$1M in assets, 12 participants

Stafford Juneau Holdings, Inc.'s Stafford Juneau Holdings, Inc. Profit Sharing Plan reported $1M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,172 in Construction (9,030 peers)

Stafford Juneau Holdings, Inc. multi-year trail

Stafford Juneau Holdings, Inc.'s plans moved +86.7% in assets from 2022 to 2024; this filing shows Stafford Juneau Holdings, Inc. Profit Sharing Plan at $1M / 12 participants.

#2,172
in Construction (9,030 peers)
+32.5%
assets growth YoY

Stafford Juneau Holdings, Inc. Profit Sharing Plan among the smaller filed plans by assets

Stafford Juneau Holdings, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,317,476 26th percentile higher than 26% 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

Stafford Juneau Holdings, Inc. Profit Sharing 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. Stafford Juneau Holdings, Inc. Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stafford Juneau Holdings, Inc. Profit Sharing Plan reported net income rose from $38K in the plan year 2022 filing to $323K in the plan year 2023 filing.
  • Stafford Juneau Holdings, Inc. Profit Sharing Plan reported participants rose from 9 in the plan year 2022 filing to 12 in the plan year 2023 filing.
  • Stafford Juneau Holdings, Inc. Profit Sharing Plan end-of-year assets rose from $994K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 204410866 · Stafford Juneau Holdings, Inc. PY 2023 · 401(k)

Stafford Juneau Holdings, Inc. Profit Sharing Plan · $1M · 12 · 26th

  • 5500 $1M
  • 5500 12
  • 5500 26th
  • 5500 401(k)
  • 5500 near Gruendel & Associates PC 401(k) Profit Sharing Plan & Trust
  • 5500 ind #2172

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 Texas →

Stafford Juneau Holdings, Inc. Profit Sharing Plan in the asset neighbourhood

Stafford Juneau Holdings, Inc. Profit Sharing PlanStafford Juneau Holdings, In…$1MGruendel & Associates PC 401(k) Profit Sharing Plan & TrustGruendel & Associates PC 401…$1MVisioncor Solutions, Inc. Retirement PlanVisioncor Solutions, Inc. Re…$1MSamaki Inc 401(k) Profit Sharing Plan & TrustSamaki Inc 401(k) Profit Sha…$1MLaw Offices of James M. Kilkowski 401(k) Profit Sharing PlanLaw Offices of James M. Kilk…$1M
End-of-year total assets ($M) among Stafford Juneau Holdings, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Stafford Juneau Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stafford Juneau Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 86.73383179149242% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.99M $1.86M ▲ +87.9%
Year Plans Participants Total Assets
2022 1 9 $994K
2023 1 12 $1M
2024 1 8 $2M

Stafford Juneau Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$994K
Net Assets (End of Year)$1M
Net Income$323K
Employer EIN204410866
Plan Effective Date2006-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Stafford Juneau Holdings, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Stafford Juneau Holdings, Inc. Profit Sharing Plan, Total assets ($B): 0.001317476 · Participants: 12Stafford Juneau Holdings, Inc. Profit Sharing 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
Stafford Juneau Holdings, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Stafford Juneau Holdings, Inc. Profit Sharing Plan side-by-side with 3 peers →

Stafford Juneau Holdings, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Gruendel & Associates PC 401(k) Profit Sharing Plan & Trust in PA ($1M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Stafford Juneau Holdings, Inc. Profit Sharing Plan assets move in 2023? ▼
Stafford Juneau Holdings, Inc. Profit Sharing Plan surged - up 32.5% during 2023, from $994K to $1M. Reported net income was $323K.
How have Stafford Juneau Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stafford Juneau Holdings, Inc.'s sponsor-wide assets grew 86.7%, from $994K to $2M.
Which 401(k) plans are similar in size to Stafford Juneau Holdings, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gruendel & Associates PC 401(k) Profit Sharing Plan & Trust in PA ($1M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Stafford Juneau Holdings, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 204410866.

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.