401(k) · DOL Form 5500 · 2023

Jaggaer, LLC 401(k) Plan

Data updated 2026-08-11

$70M
Total assets
390
Participants
89th
Percentile by assets
$180,645
Avg per participant
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Official DOL plan name: Jaggaer, LLC Retirement Savings Plan · Sponsored by Jaggaer, LLC · North Carolina · Information & Media

$70M in assets, 390 participants

Jaggaer, LLC's Jaggaer, LLC Retirement Savings Plan reported $70M in total assets and 390 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 127,072 plans)
  • #2,358 in Information & Media (2,818 peers)

Coverage in North Carolina

Jaggaer, LLC Retirement Savings Plan covers 390 participants in North Carolina, about 48% of the average North Carolina filer (state average ~819 per filing). Assets: $70M.

$70M
total plan assets (2023 EOY)
390
covered participants
89th
percentile by assets (of 127,072 plans)
$180,645
avg assets per participant

Where Jaggaer, LLC Retirement Savings Plan sits by total assets

Jaggaer, LLC Retirement Savings Plan vs every filed plan by assets

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

$70,451,569 Top 11% higher than 89% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jaggaer, LLC Retirement Savings Plan reported net income rose from -$11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Jaggaer, LLC Retirement Savings Plan end-of-year assets rose from $57M in the plan year 2022 filing to $70M in the plan year 2023 filing.
  • Jaggaer, LLC Retirement Savings Plan reported participants rose from 386 in the plan year 2022 filing to 390 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
North Carolina
Industry
Information & Media

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Jaggaer, LLC Retirement Savings Plan reports 390 participants - about 48% of that state average ($70M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$70M
Net Income$13M
Employer EIN562127592
Plan Effective Date1999-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jaggaer, LLC)

$50M$60M$70M$80M$90M 202220232024 $57.3M $84.5M ▲ +47.5%
Total plan assets by year, all Jaggaer, LLC plans on file
Year Plans Participants Total Assets
2022 1 386 $57M
2023 1 390 $70M
2024 1 363 $85M

Nearby 401(k) Plans in North Carolina

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

Jaggaer, LLC Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Jaggaer, LLC Retirem…, Total assets ($B): 0.070451569 · Participants: 390Jaggaer, LLC Retirem…The Bank of America …, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retireme…Truist Financial Cor…, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Cor…Nucor Corporation Pr…, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Pr…
Jaggaer, LLC Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Jaggaer, LLC Retirement Savings Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Jaggaer, LLC Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Jaggaer, LLC Retirement Savings Plan assets move in 2023? ▼
Jaggaer, LLC Retirement Savings Plan grew sharply - up 23.0% during 2023, from $57M to $70M. Reported net income was $13M.
How have Jaggaer, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jaggaer, LLC's sponsor-wide assets grew 47.5%, from $57M to $85M.
Where does Jaggaer, LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Jaggaer, LLC Retirement Savings Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jaggaer, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Foley & Mansfield Profit Sharing Plan in MN ($70M, 247 participants).

Next read for Jaggaer, LLC Retirement Savings Plan

Filing takeaways

Ways to act on Jaggaer, LLC Retirement Savings Plan's numbers.

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 562127592.

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.