401(k) · DOL Form 5500 · 2023

Jaggaer, LLC 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
390
Participants Below avg headcount
89th
Percentile by assets National rank
$180,645
Avg per participant Above avg balance/head
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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.

  • #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.

#2,358
in Information & Media (2,818 peers)
+23.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Jaggaer, LLC Retirement Savings Plan's outsized position 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 $2,050,000,000 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

Jaggaer, LLC Retirement Savings 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. Jaggaer, LLC Retirement Savings Plan sits mid-pack in the medium band (390 participants).

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 →

Published 5500 schedule card

Filing strip 562127592 · Jaggaer, LLC PY 2023 · 401(k)

Jaggaer, LLC Retirement Savings Plan · $70M · 390 · 89th

  • PCT $70M
  • PCT 390
  • PCT 89th
  • PCT 401(k)
  • PCT near Foley & Mansfield Profit Sharing Plan
  • PCT ind #2358

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 Information & Media retirement plans → · Plans in North Carolina →

Jaggaer, LLC Retirement Savings Plan in the asset neighbourhood

East Boston Neighborhood Health Center 401(k) PlanEast Boston Neighborhood Hea…$70MFoley & Mansfield Profit Sharing PlanFoley & Mansfield Profit Sha…$70MJaggaer, LLC Retirement Savings PlanJaggaer, LLC Retirement Savi…$70MMy 401(k) Plan$70MThe Save Program for Employees of Viskase Companies, Inc.The Save Program for Employe…$70M
End-of-year total assets ($M) among Jaggaer, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Jaggaer, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$85M 47.502712752192224% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $57.3M $84.5M ▲ +47.5%
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 ($B) Participants Jaggaer, LLC Retirement Savings Plan, Total assets ($B): 0.070451569 · Participants: 390Jaggaer, LLC Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
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 →

Jaggaer, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Foley & Mansfield Profit Sharing Plan in MN ($70M); by covered participants it is R & D Circuits 401(k) Plan in NJ (390 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (390 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 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).
Which 401(k) plans cover a similar participant headcount to Jaggaer, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R & D Circuits 401(k) Plan in NJ (390 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 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.