401(k) · DOL Form 5500 · 2023

J. Davis Restaurant Group Inc. 401(k) Plan

Data updated 2026-08-25

$70K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$69,898
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jdrg 401(k) · Sponsored by J. Davis Restaurant Group Inc. · Wisconsin · Manufacturing

$70K in assets, 1 participants

J. Davis Restaurant Group Inc.'s Jdrg 401(k) reported $70K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

  • #370 in Manufacturing (18,722 peers)

J. Davis Restaurant Group Inc. multi-year trail

J. Davis Restaurant Group Inc.'s plans moved -22.0% in assets from 2022 to 2024; this filing shows Jdrg 401(k) at $70K / 1 participant.

#370
in Manufacturing (18,722 peers)
-10.3%
assets change YoY

The plan reported a net loss of $8K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jdrg 401(k) among the smaller filed plans by assets

Jdrg 401(k) vs every filed plan by assets

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

$69,898 5th percentile higher than 5% 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

Jdrg 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jdrg 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jdrg 401(k) reported net income fell from $78K in the plan year 2022 filing to -$8K in the plan year 2023 filing.
  • Jdrg 401(k) end-of-year assets fell from $78K in the plan year 2022 filing to $70K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 881663674 · J. Davis Restaurant Group Inc. PY 2023 · 401(k)

Jdrg 401(k) · $70K · 1 · 5th

  • IND $70K
  • IND 1
  • IND 5th
  • IND 401(k)
  • IND near Amm Studios, Inc. 401(k) Plan
  • IND ind #370

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 Wisconsin →

Jdrg 401(k) in the asset neighbourhood

Jdrg 401(k)$70KAmm Studios, Inc. 401(k) Plan$70KTd Oil Gas LLC 401(k) Profit Sharing Plan & TrustTd Oil Gas LLC 401(k) Profit…$70KSunset Acres Corp. 401(k) PlanSunset Acres Corp. 401(k) Pl…$70KCpk Fit Co. 401(k) Plan$70K
End-of-year total assets ($M) among Jdrg 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

J. Davis Restaurant Group Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J. Davis Restaurant Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$61K 21.998871129127433% vs 2022
2024 filing year
$0.05M$0.06M$0.07M$0.08M$0.09M 202220232024 $0.08M $0.06M ▼ -25.0%
Year Plans Participants Total Assets
2022 1 1 $78K
2023 1 1 $70K
2024 1 1 $61K

J. Davis Restaurant Group Inc. filing trail (2023)

Total Assets (Beginning of Year)$78K
Net Assets (End of Year)$70K
Net Income-$8K
Employer EIN881663674
Plan Effective Date2022-04-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Jdrg 401(k) vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Jdrg 401(k), Total assets ($B): 0.000069898 · Participants: 1Jdrg 401(k)Advocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Jdrg 401(k) vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Jdrg 401(k) side-by-side with 3 peers →

Jdrg 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Amm Studios, Inc. 401(k) Plan in CA ($70K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($70K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Jdrg 401(k) assets move in 2023? ▼
Jdrg 401(k) pulled back noticeably - down 10.3% during 2023, from $78K to $70K. Reported net income was -$8K.
How have J. Davis Restaurant Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. Davis Restaurant Group Inc.'s sponsor-wide assets declined 22.0%, from $78K to $61K.
Where does Jdrg 401(k) rank by assets among Form 5500 filers? ▼
Jdrg 401(k) ranks in the 5th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jdrg 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Amm Studios, Inc. 401(k) Plan in CA ($70K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Jdrg 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 881663674.

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.