401(k) · DOL Form 5500 · 2023

Jack Rouse Associates 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
33
Participants Small participant base
61st
Percentile by assets National rank
$334,023
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jack Rouse Associates 401(k) Plan · Sponsored by Jack Rouse Associates · Ohio · Professional & Technical Services

$11M in assets, 33 participants

Jack Rouse Associates's Jack Rouse Associates 401(k) Plan reported $11M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,092 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Jack Rouse Associates 401(k) Plan holds $11M for 33 participants - about $334,023 per participant, above the median plan by assets.

#12,092
in Professional & Technical Services (20,321 peers)
+3.0%
assets growth YoY

Jack Rouse Associates 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Jack Rouse Associates 401(k) Plan vs every filed plan by assets

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

$11,022,763 Top 39% higher than 61% 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

Jack Rouse Associates 401(k) 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. Jack Rouse Associates 401(k) Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jack Rouse Associates 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $318K in the plan year 2023 filing.
  • Jack Rouse Associates 401(k) Plan reported participants fell from 35 in the plan year 2022 filing to 33 in the plan year 2023 filing.
  • Jack Rouse Associates 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 311220353 · Jack Rouse Associates PY 2023 · 401(k)

Jack Rouse Associates 401(k) Plan · $11M · 33 · 61st

  • EBSA $11M
  • EBSA 33
  • EBSA 61st
  • EBSA 401(k)
  • EBSA near Huron, Inc. Retirement Savings & Investment Plan
  • EBSA ind #12092

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Jack Rouse Associates 401(k) Plan in the asset neighbourhood

Jack Rouse Associates 401(k) PlanJack Rouse Associates 401(k)…$11MHuron, Inc. Retirement Savings & Investment PlanHuron, Inc. Retirement Savin…$11MBlu Dot Design & Manufacturing 401(k) Profit Sharing Plan & TrustBlu Dot Design & Manufacturi…$11MThe Essential Access Health Employee Retirement PlanThe Essential Access Health …$11MFalconwood Group 401(k) Plan$11M
End-of-year total assets ($M) among Jack Rouse Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$318K
Employer EIN311220353
Plan Effective Date1996-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jack Rouse Associates)

Sponsor-wide plan assets over time

All Jack Rouse Associates plans reported in each filing year

Latest sponsor-wide plan assets
$10M 9.96929189958368% vs 2022
2024 filing year
$9.5M$10M$10.5M$11M$11.5M 202220232024 $10.7M $9.64M ▼ -9.9%
Year Plans Participants Total Assets
2022 1 35 $11M
2023 1 33 $11M
2024 1 21 $10M

Nearby 401(k) Plans in Ohio

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

Jack Rouse Associates 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Jack Rouse Associates 401(k) Plan, Total assets ($B): 0.011022763 · Participants: 33Jack Rouse Associates 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Jack Rouse Associates 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Jack Rouse Associates 401(k) Plan side-by-side with 3 peers →

Jack Rouse Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Huron, Inc. Retirement Savings & Investment Plan in MI ($11M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Jack Rouse Associates 401(k) Plan assets move in 2023? ▼
Jack Rouse Associates 401(k) Plan edged up modestly - up 3.0% during 2023, from $11M to $11M. Reported net income was $318K.
How have Jack Rouse Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jack Rouse Associates's sponsor-wide assets declined 10.0%, from $11M to $10M.
Which 401(k) plans are similar in size to Jack Rouse Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Huron, Inc. Retirement Savings & Investment Plan in MI ($11M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Jack Rouse Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (33 participants, $4M 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 311220353.

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.