401(k) · DOL Form 5500 · 2023

J. Reckner Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
120
Participants Small participant base
66th
Percentile by assets National rank
$119,833
Avg per participant Near avg balance/head
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Official DOL plan name: The J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by J. Reckner Associates, Inc. · Pennsylvania · Administrative & Support Services

$14M in assets, 120 participants

J. Reckner Associates, Inc.'s The J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and Trust reported $14M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,593 in Administrative & Support Services (4,372 peers)

Coverage in Pennsylvania

The J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and Trust covers 120 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $14M.

#3,593
in Administrative & Support Services (4,372 peers)
+19.2%
assets growth YoY

The J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Administrative & Support Services and all filers

The J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$14,379,917 Top 34% higher than 66% 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

The J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and Trust 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. The J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • The J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 102 in the plan year 2022 filing to 120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232657307 · J. Reckner Associates, Inc. PY 2023 · 401(k)

The J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and Trust · $14M · 120 · 66th

  • SCH $14M
  • EBSA 120
  • PART 66th
  • TYPE 401(k)
  • NET near Chesapeake Contracting Employees Savings Trust
  • BOOK ind #3593

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 Administrative & Support Services retirement plans → · Plans in Pennsylvania →

The J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

The J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and TrustThe J. Reckner Associates, I…$14MChesapeake Contracting Employees Savings TrustChesapeake Contracting Emplo…$14MCharles Barker Luxury Imports, Inc. 401(k) Profit Sharing PlanCharles Barker Luxury Import…$14MThe Wine Enthusiast, Inc. 401(k) PlanThe Wine Enthusiast, Inc. 40…$14MUmassfive College Federal Credit Union 401(k) PlanUmassfive College Federal Cr…$14M
End-of-year total assets ($M) among The J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN232657307
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. Reckner Associates, Inc.)

Sponsor-wide plan assets over time

All J. Reckner Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 25.13457071180213% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 202220232024 $12.1M $15.1M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 102 $12M
2023 1 120 $14M
2024 1 123 $15M

Nearby 401(k) Plans in Pennsylvania

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

The J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants The J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.014379917 · Participants: 120The J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
The J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

The J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Chesapeake Contracting Employees Savings Trust in MD ($14M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 The J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
The J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 19.2% during 2023, from $12M to $14M. Reported net income was $2M.
How have J. Reckner Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. Reckner Associates, Inc.'s sponsor-wide assets grew 25.1%, from $12M to $15M.
Which 401(k) plans are similar in size to The J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Chesapeake Contracting Employees Savings Trust in MD ($14M, 138 participants).
Which 401(k) plans cover a similar participant headcount to The J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Southgroup 401(k) Plan in MS (120 participants, $13M 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 232657307.

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.