401(k) · DOL Form 5500 · 2023

Jep Management, Inc. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
397
Participants Below avg headcount
86th
Percentile by assets National rank
$135,661
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jep Management & Affiliates 401(k) Plan · Sponsored by Jep Management, Inc. · Pennsylvania · Manufacturing

$54M in assets, 397 participants

Jep Management, Inc.'s Jep Management & Affiliates 401(k) Plan reported $54M in total assets and 397 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,992 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Jep Management & Affiliates 401(k) Plan covers 397 participants in Pennsylvania, about 48% of the average Pennsylvania filer (state average ~822 per filing). Assets: $54M.

#14,992
in Manufacturing (18,722 peers)
+17.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Jep Management & Affiliates 401(k) Plan's outsized position by total assets

Jep Management & Affiliates 401(k) Plan vs every filed plan by assets

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

$53,857,292 Top 14% higher than 86% 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

Jep Management & Affiliates 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. Jep Management & Affiliates 401(k) Plan sits mid-pack in the medium band (397 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jep Management & Affiliates 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Jep Management & Affiliates 401(k) Plan end-of-year assets rose from $46M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Jep Management & Affiliates 401(k) Plan reported participants rose from 374 in the plan year 2022 filing to 397 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232589880 · Jep Management, Inc. PY 2023 · 401(k)

Jep Management & Affiliates 401(k) Plan · $54M · 397 · 86th

  • EIN $54M
  • EIN 397
  • EIN 86th
  • EIN 401(k)
  • EIN near Finnegan, Henderson, Farabow, Garrett & Dunner, L.L.P. 401(k) Plan
  • EIN ind #14992

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 Pennsylvania →

Jep Management & Affiliates 401(k) Plan in the asset neighbourhood

Jep Management & Affiliates 401(k) PlanJep Management & Affiliates …$54MFinnegan, Henderson, Farabow, Garrett & Dunner, L.L.P. 401(k) PlanFinnegan, Henderson, Farabow…$54MPridgeon & Clay, Inc. 401(k) Retirement Savings PlanPridgeon & Clay, Inc. 401(k)…$54MAmsc 401(k) Savings Plan$54MLikewize Corp. 401(k) Plan$54M
End-of-year total assets ($M) among Jep Management & Affiliates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$54M
Net Income$8M
Employer EIN232589880
Plan Effective Date1992-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jep Management, Inc.)

Sponsor-wide plan assets over time

All Jep Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$58M 27.06925973445892% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $45.9M $58.3M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 374 $46M
2023 1 397 $54M
2024 1 389 $58M

Nearby 401(k) Plans in Pennsylvania

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

Jep Management & Affiliates 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Jep Management & Affiliates 401(k) Plan, Total assets ($B): 0.053857292 · Participants: 397Jep Management & Affiliates 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Jep Management & Affiliates 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Jep Management & Affiliates 401(k) Plan side-by-side with 3 peers →

Jep Management & Affiliates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Finnegan, Henderson, Farabow, Garrett & Dunner, L.L.P. 401(k) Plan in DC ($54M); by covered participants it is Yesler, Inc 401(k) Plan in WA (397 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (397 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 Jep Management & Affiliates 401(k) Plan assets move in 2023? ▼
Jep Management & Affiliates 401(k) Plan grew sharply - up 17.4% during 2023, from $46M to $54M. Reported net income was $8M.
How have Jep Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jep Management, Inc.'s sponsor-wide assets grew 27.1%, from $46M to $58M.
Where does Jep Management & Affiliates 401(k) Plan rank by assets among Form 5500 filers? ▼
Jep Management & Affiliates 401(k) Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jep Management & Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Finnegan, Henderson, Farabow, Garrett & Dunner, L.L.P. 401(k) Plan in DC ($54M, 251 participants).
Which 401(k) plans cover a similar participant headcount to Jep Management & Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Yesler, Inc 401(k) Plan in WA (397 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 232589880.

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.