401(k) · DOL Form 5500 · 2023

Jerry Services Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
194
Participants Below avg headcount
33rd
Percentile by assets National rank
$12,681
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jerry.Ai 401(k) Plan · Sponsored by Jerry Services Inc. · California · Finance & Insurance

$2M in assets, 194 participants

Jerry Services Inc.'s Jerry.Ai 401(k) Plan reported $2M in total assets and 194 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,020 in Finance & Insurance (8,869 peers)

Coverage in California

Jerry.Ai 401(k) Plan covers 194 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $2M.

#2,020
in Finance & Insurance (8,869 peers)
+69.0%
assets growth YoY

Jerry.Ai 401(k) Plan among the smaller filed plans by assets

Jerry.Ai 401(k) Plan vs every filed plan by assets

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

$2,460,190 33rd percentile higher than 33% 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

Jerry.Ai 401(k) 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. Jerry.Ai 401(k) Plan sits mid-pack in the medium band (194 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jerry.Ai 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Jerry.Ai 401(k) Plan reported net income rose from $623K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Jerry.Ai 401(k) Plan reported participants rose from 180 in the plan year 2022 filing to 194 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 820671529 · Jerry Services Inc. PY 2023 · 401(k)

Jerry.Ai 401(k) Plan · $2M · 194 · 33rd

  • EOY $2M
  • EOY 194
  • EOY 33rd
  • EOY 401(k)
  • EOY near Twin Oaks Estate 401(k) Profit Sharing Plan
  • EOY ind #2020

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 California →

Jerry.Ai 401(k) Plan in the asset neighbourhood

Jerry.Ai 401(k) Plan$2MTwin Oaks Estate 401(k) Profit Sharing PlanTwin Oaks Estate 401(k) Prof…$2M50floor 401(k) Plan$2MThomas & Fees Accountancy Corporation 401(k) Profit Sharing PlanThomas & Fees Accountancy Co…$2MMtm Machining, Inc. Dba Peters & Marske 401(k) Profit Sharing PlanMtm Machining, Inc. Dba Pete…$2M
End-of-year total assets ($M) among Jerry.Ai 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN820671529
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jerry Services Inc.)

Sponsor-wide plan assets over time

All Jerry Services Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 107.41481520657344% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.46M $3.02M ▲ +106.8%
Year Plans Participants Total Assets
2022 1 180 $1M
2023 1 194 $2M
2024 1 143 $3M

Nearby 401(k) Plans in California

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

Jerry.Ai 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jerry.Ai 401(k) Plan, Total assets ($B): 0.00246019 · Participants: 194Jerry.Ai 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Jerry.Ai 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jerry.Ai 401(k) Plan side-by-side with 3 peers →

Jerry.Ai 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Twin Oaks Estate 401(k) Profit Sharing Plan in MO ($2M); by covered participants it is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY (194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Jerry.Ai 401(k) Plan assets move in 2023? ▼
Jerry.Ai 401(k) Plan surged - up 69.0% during 2023, from $1M to $2M. Reported net income was $1M.
How have Jerry Services Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jerry Services Inc.'s sponsor-wide assets grew 107.4%, from $1M to $3M.
Which 401(k) plans are similar in size to Jerry.Ai 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Twin Oaks Estate 401(k) Profit Sharing Plan in MO ($2M, 149 participants).
Which 401(k) plans cover a similar participant headcount to Jerry.Ai 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY (194 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 820671529.

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.