401(k) · DOL Form 5500 · 2023

Jlb Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$838K
Total assets Small plan by assets
8
Participants Small participant base
22nd
Percentile by assets National rank
$104,800
Avg per participant Below avg balance/head
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Official DOL plan name: Jlb Agency Retirement Plan · Sponsored by Jlb Agency, Inc. · Pennsylvania · Finance & Insurance

$838K in assets, 8 participants

Jlb Agency, Inc.'s Jlb Agency Retirement Plan reported $838K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,236 in Finance & Insurance (8,869 peers)

Jlb Agency, Inc. multi-year trail

Jlb Agency, Inc.'s plans moved +29.7% in assets from 2022 to 2024; this filing shows Jlb Agency Retirement Plan at $838K / 8 participants.

#1,236
in Finance & Insurance (8,869 peers)
+10.3%
assets growth YoY

Jlb Agency Retirement Plan among the smaller filed plans by assets

Jlb Agency Retirement Plan vs every filed plan by assets

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

$838,400 22nd percentile higher than 22% 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

Jlb Agency Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jlb Agency Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jlb Agency Retirement Plan reported net income rose from $39K in the plan year 2022 filing to $78K in the plan year 2023 filing.
  • Jlb Agency Retirement Plan end-of-year assets rose from $760K in the plan year 2022 filing to $838K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 454763670 · Jlb Agency, Inc. PY 2023 · 401(k)

Jlb Agency Retirement Plan · $838K · 8 · 22nd

  • EOY $838K
  • EOY 8
  • EOY 22nd
  • EOY 401(k)
  • EOY near Casa Feliz Group Inc 401(k) Plan
  • EOY ind #1236

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 Pennsylvania →

Jlb Agency Retirement Plan in the asset neighbourhood

Jlb Agency Retirement Plan$838KCasa Feliz Group Inc 401(k) PlanCasa Feliz Group Inc 401(k) …$839KHighland Dental Center Inc Profit Sharing PlanHighland Dental Center Inc P…$839KIseid 401(k)$838KEmpire Property Group LLC 401(k) Profit Sharing Plan & TrustEmpire Property Group LLC 40…$839K
End-of-year total assets ($M) among Jlb Agency Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jlb Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jlb Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$985K 29.665446391679325% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.76M $0.99M ▲ +30.3%
Year Plans Participants Total Assets
2022 1 8 $760K
2023 1 8 $838K
2024 1 8 $985K

Jlb Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$760K
Net Assets (End of Year)$838K
Net Income$78K
Employer EIN454763670
Plan Effective Date2012-03-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Jlb Agency Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Jlb Agency Retirement Plan, Total assets ($B): 0.0008384 · Participants: 8Jlb Agency Retirement PlanComcast 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
Jlb Agency Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Jlb Agency Retirement Plan side-by-side with 3 peers →

Jlb Agency Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Casa Feliz Group Inc 401(k) Plan in CA ($839K); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($838K here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Jlb Agency Retirement Plan assets move in 2023? ▼
Jlb Agency Retirement Plan grew at a solid clip - up 10.3% during 2023, from $760K to $838K. Reported net income was $78K.
How have Jlb Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jlb Agency, Inc.'s sponsor-wide assets grew 29.7%, from $760K to $985K.
Where does Jlb Agency Retirement Plan rank by assets among Form 5500 filers? ▼
Jlb Agency Retirement Plan ranks in the 22nd 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 Jlb Agency Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Casa Feliz Group Inc 401(k) Plan in CA ($839K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Jlb Agency Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 454763670.

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.