Defined Benefit (Pension) · DOL Form 5500 · 2023

Jayjeffers, Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
12
Participants Small participant base
25th
Percentile by assets National rank
$100,407
Avg per participant Below avg balance/head
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Official DOL plan name: Jayjeffers Cash Balance Plan · Sponsored by Jayjeffers, Inc. · California · Professional & Technical Services

$1M in assets, 12 participants

Jayjeffers, Inc.'s Jayjeffers Cash Balance Plan reported $1M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,204 in Professional & Technical Services (20,321 peers)

Jayjeffers, Inc. multi-year trail

Jayjeffers, Inc.'s plans moved +19.4% in assets from 2023 to 2024; this filing shows Jayjeffers Cash Balance Plan at $1M / 12 participants.

#4,204
in Professional & Technical Services (20,321 peers)
+18.2%
assets growth YoY

Jayjeffers Cash Balance Plan among the smaller filed plans by assets

Jayjeffers Cash Balance Plan vs every filed plan by assets

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

$1,204,879 25th percentile higher than 25% 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

Jayjeffers Cash Balance 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. Jayjeffers Cash Balance Plan is a small filing (12 participants) on this national headcount ladder.

DOL schedule card

Filing strip 760785374 · Jayjeffers, Inc. PY 2023 · Defined Benefit (Pension)

Jayjeffers Cash Balance Plan · $1M · 12 · 25th

  • TYPE $1M
  • NET 12
  • BOOK 25th
  • VS-ST Defined Benefit (Pension)
  • BOY near Community Hospital Retirement Plan
  • SCH ind #4204

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 California →

Jayjeffers Cash Balance Plan in the asset neighbourhood

Atit Diamond Corp. Defined Benefit Pension PlanAtit Diamond Corp. Defined B…$1MJayjeffers Cash Balance Plan$1MCommunity Hospital Retirement PlanCommunity Hospital Retiremen…$1MNikon Inc. Pension Plan$1MComm Source Data, Inc. Cash Balance PlanComm Source Data, Inc. Cash …$1M
End-of-year total assets ($M) among Jayjeffers Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Jayjeffers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jayjeffers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 19.368915882839687% vs 2023
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 20232024 $1.2M $1.44M ▲ +20.0%
Year Plans Participants Total Assets
2023 1 12 $1M
2024 1 15 $1M

Jayjeffers, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$186K
Employer EIN760785374
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Jayjeffers Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Jayjeffers Cash Balance Plan, Total assets ($B): 0.001204879 · Participants: 12Jayjeffers Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Jayjeffers Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Jayjeffers Cash Balance Plan side-by-side with 3 peers →

Jayjeffers Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Community Hospital Retirement Plan in OH ($1M); by covered participants it is Niagara Frontier Anesthesia Services, LLP Cash Balance Plan in NY (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Jayjeffers Cash Balance Plan assets move in 2023? ▼
Jayjeffers Cash Balance Plan grew sharply - up 18.2% during 2023, from $1M to $1M. Reported net income was $186K.
How have Jayjeffers, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Jayjeffers, Inc.'s sponsor-wide assets grew 19.4%, from $1M to $1M.
Where does Jayjeffers Cash Balance Plan rank by assets among Form 5500 filers? ▼
Jayjeffers Cash Balance Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Jayjeffers Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Community Hospital Retirement Plan in OH ($1M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jayjeffers Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Niagara Frontier Anesthesia Services, LLP Cash Balance Plan in NY (12 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 760785374.

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.