401(k) · DOL Form 5500 · 2023

Joerns Healthcare, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets: 778
Participants Near avg headcount: 73rd
Percentile by assets National rank: $25,715
Avg per participant Low balance/head

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Official DOL plan name: Joerns Healthcare LLC Retirement Plan · Sponsored by Joerns Healthcare, LLC · North Carolina · Manufacturing

$20M in assets, 778 participants

Joerns Healthcare, LLC's Joerns Healthcare LLC Retirement Plan reported $20M in total assets and 778 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

#11,702 in Manufacturing (18,722 peers)

Joerns Healthcare, LLC multi-year trail

Joerns Healthcare, LLC's plans moved -12.2% in assets from 2023 to 2024; this filing shows Joerns Healthcare LLC Retirement Plan at $20M / 778 participants.

#11,702
in Manufacturing (18,722 peers): +2.5%
assets growth YoY

Joerns Healthcare LLC Retirement Plan's outsized position by total assets

Joerns Healthcare LLC Retirement Plan vs every filed plan by assets

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

$20,005,903 Top 27% higher than 73% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Joerns Healthcare LLC Retirement 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. Joerns Healthcare LLC Retirement Plan sits mid-pack in the medium band (778 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

Filing strip 205251510 · Joerns Healthcare, LLC PY 2023 · 401(k)

Joerns Healthcare LLC Retirement Plan · $20M · 778 · 73rd

PHOTO $20M
IND 778
EOY 73rd
5500 401(k)
ASSETS near Zerep Management Corporation 401(k) Plan
PCT ind #11702

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 North Carolina →

End-of-year total assets ($M) among Joerns Healthcare LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Joerns Healthcare, LLC multi-year asset trail

Latest sponsor-wide plan assets: $18M 12.162460249857254% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	778	$20M
2024	1	388	$18M

Joerns Healthcare, LLC filing trail (2023)

Total Assets (Beginning of Year)	$20M
Net Assets (End of Year)	$20M
Net Income	$490K
Employer EIN	205251510
Plan Effective Date	2008-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Joerns Healthcare LLC Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $54.8B · 173,899
Honeywell 401(k) Plan $15.4B · 40,004
Duke Energy Retirement Savings Plan $10.4B · 28,121
Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174

Compare Joerns Healthcare LLC Retirement Plan side-by-side with 3 peers →

Joerns Healthcare LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Zerep Management Corporation 401(k) Plan in CA ($20M); by covered participants it is City Ventures 401(k) Plan in NE (778 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Zerep Management Corporation 401(k) Plan (CA) $20M · 194
Royal Business Bank 401(k) Profit Sharing Plan and Trust (CA) $20M · 387
Avineon, Inc. 401(k) and Profit Sharing Plan (VA) $20M · 71
Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust (GA) $20M · 185

Similar participant headcount

Nearest other-state filings by covered participants (778 participants); asset peers above are excluded.

City Ventures 401(k) Plan (NE) 778 · 0 off
America's Healthcare Employee Retirement Pep (NJ) 778 · 0 off
Credit One Bank, N. a. 401(k) Plan and Trust (NV) 778 · 0 off
Bartell Hotels 401(k) Plan (CA) 778 · 0 off

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 Joerns Healthcare LLC Retirement Plan assets move in 2023? ▼

Joerns Healthcare LLC Retirement Plan edged up modestly - up 2.5% during 2023, from $20M to $20M. Reported net income was $490K.

How have Joerns Healthcare, LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Joerns Healthcare, LLC's sponsor-wide assets declined 12.2%, from $20M to $18M.

Which 401(k) plans are similar in size to Joerns Healthcare LLC Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Zerep Management Corporation 401(k) Plan in CA ($20M, 194 participants).

Which 401(k) plans cover a similar participant headcount to Joerns Healthcare LLC Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is City Ventures 401(k) Plan in NE (778 participants, $3M 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 205251510.