Defined Benefit (Pension) · DOL Form 5500 · 2023

Jdr Mechanical Corp. Pension Plan

Data updated 2026-08-25

$351K
Total assets Small plan by assets
4
Participants Small participant base
15th
Percentile by assets National rank
$87,770
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jdr Mechanical Corp. Cash Balance Plan · Sponsored by Jdr Mechanical Corp. · New York · Construction

$351K in assets, 4 participants

Jdr Mechanical Corp.'s Jdr Mechanical Corp. Cash Balance Plan reported $351K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,235 in Construction (9,030 peers)

Jdr Mechanical Corp. multi-year trail

Jdr Mechanical Corp.'s plans moved +34.3% in assets from 2022 to 2023; this filing shows Jdr Mechanical Corp. Cash Balance Plan at $351K / 4 participants.

#1,235
in Construction (9,030 peers)
+40.7%
assets growth YoY

Jdr Mechanical Corp. Cash Balance Plan among the smaller filed plans by assets

Jdr Mechanical Corp. Cash Balance Plan vs every filed plan by assets

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

$351,078 15th percentile higher than 15% 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

Jdr Mechanical Corp. Cash Balance 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. Jdr Mechanical Corp. Cash Balance Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jdr Mechanical Corp. Cash Balance Plan reported net income rose from -$37K in the plan year 2022 filing to $102K in the plan year 2023 filing.
  • Jdr Mechanical Corp. Cash Balance Plan end-of-year assets rose from $249K in the plan year 2022 filing to $351K in the plan year 2023 filing.
  • Jdr Mechanical Corp. Cash Balance Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 472751099 · Jdr Mechanical Corp. PY 2023 · Defined Benefit (Pension)

Jdr Mechanical Corp. Cash Balance Plan · $351K · 4 · 15th

  • TYPE $351K
  • NET 4
  • BOOK 15th
  • VS-ST Defined Benefit (Pension)
  • BOY near Liberty Health System, Inc. Pension Plan
  • SCH ind #1235

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 New York →

Jdr Mechanical Corp. Cash Balance Plan in the asset neighbourhood

Judd Wire Retirement Plan$357KMcnaughton-Mckay Elec Co Employee's Ret. PlanMcnaughton-Mckay Elec Co Emp…$360KJdr Mechanical Corp. Cash Balance PlanJdr Mechanical Corp. Cash Ba…$351KLiberty Health System, Inc. Pension PlanLiberty Health System, Inc. …$349KDuro Hilex Poly, LLC Employees Pension PlanDuro Hilex Poly, LLC Employe…$345K
End-of-year total assets ($M) among Jdr Mechanical Corp. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Jdr Mechanical Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Jdr Mechanical Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$945K 34.31037496287602% vs 2022
2023 filing year
$0.6M$0.7M$0.8M$0.9M$1M 20222023 $0.7M $0.95M ▲ +35.7%
Year Plans Participants Total Assets
2022 2 50 $704K
2023 2 40 $945K

Jdr Mechanical Corp. filing trail (2023)

Total Assets (Beginning of Year)$249K
Net Assets (End of Year)$351K
Net Income$102K
Employer EIN472751099
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Jdr Mechanical Corp. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Jdr Mechanical Corp. Cash Balance Plan, Total assets ($B): 0.000351078 · Participants: 4Jdr Mechanical Corp. Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Jdr Mechanical Corp. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Jdr Mechanical Corp. Cash Balance Plan side-by-side with 3 peers →

Jdr Mechanical Corp. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Liberty Health System, Inc. Pension Plan in OH ($349K); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($351K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Jdr Mechanical Corp. Cash Balance Plan assets move in 2023? ▼
Jdr Mechanical Corp. Cash Balance Plan surged - up 40.7% during 2023, from $249K to $351K. Reported net income was $102K.
How have Jdr Mechanical Corp. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jdr Mechanical Corp.'s sponsor-wide assets grew 34.3%, from $704K to $945K.
Where does Jdr Mechanical Corp. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Jdr Mechanical Corp. Cash Balance Plan ranks in the 15th 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 Defined Benefit (Pension) plans are similar in size to Jdr Mechanical Corp. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Liberty Health System, Inc. Pension Plan in OH ($349K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jdr Mechanical Corp. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 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 472751099.

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.