401(k) · DOL Form 5500 · 2023

The Jel Sert Company 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
750
Participants Near avg headcount
36th
Percentile by assets National rank
$3,954
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jel Sert Retirement Income and Savings Plan · Sponsored by The Jel Sert Company · Illinois · Manufacturing

$3M in assets, 750 participants

The Jel Sert Company's Jel Sert Retirement Income and Savings Plan reported $3M in total assets and 750 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,571 in Manufacturing (18,722 peers)

The Jel Sert Company multi-year trail

The Jel Sert Company's plans moved +141.2% in assets from 2022 to 2024; this filing shows Jel Sert Retirement Income and Savings Plan at $3M / 750 participants.

#3,571
in Manufacturing (18,722 peers)
+7.1%
assets growth YoY

Jel Sert Retirement Income and Savings Plan's mid-pack asset rank among Manufacturing and all filers

Jel Sert Retirement Income and Savings Plan vs every filed plan by assets

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

$2,965,723 36th percentile higher than 36% 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

Jel Sert Retirement Income and Savings 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. Jel Sert Retirement Income and Savings Plan sits mid-pack in the medium band (750 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jel Sert Retirement Income and Savings Plan reported net income rose from -$885K in the plan year 2022 filing to $198K in the plan year 2023 filing.
  • Jel Sert Retirement Income and Savings Plan reported participants rose from 668 in the plan year 2022 filing to 750 in the plan year 2023 filing.
  • Jel Sert Retirement Income and Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 361279850 · The Jel Sert Company PY 2023 · 401(k)

Jel Sert Retirement Income and Savings Plan · $3M · 750 · 36th

  • 5500 $3M
  • 5500 750
  • 5500 36th
  • 5500 401(k)
  • 5500 near Vaughan & Co. Securities, Inc. Profit Sharing Plan
  • 5500 ind #3571

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 Manufacturing retirement plans → · Plans in Illinois →

Jel Sert Retirement Income and Savings Plan in the asset neighbourhood

Jel Sert Retirement Income and Savings PlanJel Sert Retirement Income a…$3MVaughan & Co. Securities, Inc. Profit Sharing PlanVaughan & Co. Securities, In…$3MOneida Airport Hotel Corporation 401(k) PlanOneida Airport Hotel Corpora…$3MAmerican Oak Preserving Co., Inc. Employees' Profit Sharing Plan and TrustAmerican Oak Preserving Co.,…$3MCommunication Infrastructure G 401(k) Profit Sharing Plan & TrustCommunication Infrastructure…$3M
End-of-year total assets ($M) among Jel Sert Retirement Income and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Jel Sert Company multi-year asset trail

Sponsor-wide plan assets over time

All The Jel Sert Company plans reported in each filing year

Latest sponsor-wide plan assets
$89M 141.1691668125164% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $36.8M $88.7M ▲ +141.2%
Year Plans Participants Total Assets
2022 2 876 $37M
2023 2 965 $42M
2024 3 1,231 $89M

The Jel Sert Company filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$198K
Employer EIN361279850
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Jel Sert Retirement Income and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Jel Sert Retirement Income and Savings Plan, Total assets ($B): 0.002965723 · Participants: 750Jel Sert Retirement Income and Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Jel Sert Retirement Income and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Jel Sert Retirement Income and Savings Plan side-by-side with 3 peers →

Jel Sert Retirement Income and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Vaughan & Co. Securities, Inc. Profit Sharing Plan in NJ ($3M); by covered participants it is Crown Health Care Laundry Services 401(k) Plan in FL (750 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (750 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 Jel Sert Retirement Income and Savings Plan assets move in 2023? ▼
Jel Sert Retirement Income and Savings Plan grew at a solid clip - up 7.1% during 2023, from $3M to $3M. Reported net income was $198K.
How have The Jel Sert Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Jel Sert Company's sponsor-wide assets grew 141.2%, from $37M to $89M.
Which 401(k) plans are similar in size to Jel Sert Retirement Income and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vaughan & Co. Securities, Inc. Profit Sharing Plan in NJ ($3M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Jel Sert Retirement Income and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crown Health Care Laundry Services 401(k) Plan in FL (750 participants, $9M 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 361279850.

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.