401(k) · DOL Form 5500 · 2023

Jimcor Agency, Inc 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
149
Participants Small participant base
79th
Percentile by assets National rank
$198,026
Avg per participant Above avg balance/head
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Official DOL plan name: Jimcor Retirement Savings Plan · Sponsored by Jimcor Agency, Inc · New Jersey · Finance & Insurance

$30M in assets, 149 participants

Jimcor Agency, Inc's Jimcor Retirement Savings Plan reported $30M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,011 in Finance & Insurance (8,869 peers)

Coverage in New Jersey

Jimcor Retirement Savings Plan covers 149 participants in New Jersey, about 18% of the average New Jersey filer (state average ~844 per filing). Assets: $30M.

#6,011
in Finance & Insurance (8,869 peers)
+17.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Jimcor Retirement Savings Plan's outsized position by total assets

Jimcor Retirement Savings Plan vs every filed plan by assets

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

$29,505,854 Top 21% higher than 79% 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

Jimcor Retirement 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. Jimcor Retirement Savings Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jimcor Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Jimcor Retirement Savings Plan end-of-year assets rose from $25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Jimcor Retirement Savings Plan reported participants fell from 151 in the plan year 2022 filing to 149 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 222778225 · Jimcor Agency, Inc PY 2023 · 401(k)

Jimcor Retirement Savings Plan · $30M · 149 · 79th

  • NET $30M
  • BOOK 149
  • VS-ST 79th
  • BOY 401(k)
  • SCH near Ferno-Washington, Inc. Savings and Retirement Plan
  • EBSA ind #6011

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Jimcor Retirement Savings Plan in the asset neighbourhood

Jimcor Retirement Savings PlanJimcor Retirement Savings Pl…$30MFerno-Washington, Inc. Savings and Retirement PlanFerno-Washington, Inc. Savin…$30MF.G. Downing Development, Inc. 401(k) PlanF.G. Downing Development, In…$30MTiax LLC 401(k) Plan$30MExpel, Inc. 401(k) Plan$30M
End-of-year total assets ($M) among Jimcor Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN222778225
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jimcor Agency, Inc)

Sponsor-wide plan assets over time

All Jimcor Agency, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$33M 32.83250898135827% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.1M $33.3M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 151 $25M
2023 1 149 $30M
2024 1 174 $33M

Nearby 401(k) Plans in New Jersey

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

Jimcor Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Jimcor Retirement Savings Plan, Total assets ($B): 0.029505854 · Participants: 149Jimcor Retirement Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Jimcor Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Jimcor Retirement Savings Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Ferno-Washington, Inc. Savings and Retirement Plan in OH ($30M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Jimcor Retirement Savings Plan assets move in 2023? ▼
Jimcor Retirement Savings Plan grew sharply - up 17.7% during 2023, from $25M to $30M. Reported net income was $4M.
How have Jimcor Agency, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jimcor Agency, Inc's sponsor-wide assets grew 32.8%, from $25M to $33M.
Where does Jimcor Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Jimcor Retirement Savings Plan ranks in the 79th 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 Jimcor Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ferno-Washington, Inc. Savings and Retirement Plan in OH ($30M, 252 participants).
Which 401(k) plans cover a similar participant headcount to Jimcor Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants, $1M 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 222778225.

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.