Defined Benefit (Pension) · DOL Form 5500 · 2023

Jrmb II, Inc. Pension Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
193
Participants Below avg headcount
77th
Percentile by assets National rank
$137,937
Avg per participant Near avg balance/head
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Official DOL plan name: Jrmb II Pension Plan · Sponsored by Jrmb II, Inc. · Oklahoma · Finance & Insurance

$27M in assets, 193 participants

Jrmb II, Inc.'s Jrmb II Pension Plan reported $27M in total assets and 193 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,826 in Finance & Insurance (8,869 peers)

Coverage in Oklahoma

Jrmb II Pension Plan covers 193 participants in Oklahoma, about 25% of the average Oklahoma filer (state average ~760 per filing). Assets: $27M.

#5,826
in Finance & Insurance (8,869 peers)
+13.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Jrmb II Pension Plan's outsized position by total assets

Jrmb II Pension Plan vs every filed plan by assets

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

$26,621,783 Top 23% higher than 77% 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

Jrmb II Pension 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. Jrmb II Pension Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jrmb II Pension Plan reported net income rose from -$15M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Jrmb II Pension Plan reported participants fell from 234 in the plan year 2022 filing to 193 in the plan year 2023 filing.
  • Jrmb II Pension Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 273629393 · Jrmb II, Inc. PY 2023 · Defined Benefit (Pension)

Jrmb II Pension Plan · $27M · 193 · 77th

  • VS-ST $27M
  • BOY 193
  • SCH 77th
  • EBSA Defined Benefit (Pension)
  • PART near Bankers Pension Plan and Trust, 1975
  • TYPE ind #5826

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 Oklahoma →

Jrmb II Pension Plan in the asset neighbourhood

Eastern Financial Florida Credit Union Retirement PlanEastern Financial Florida Cr…$27MRetirement Plan for the Employees of Pyco Industries, Inc.Retirement Plan for the Empl…$27MJrmb II Pension Plan$27MBankers Pension Plan and Trust, 1975Bankers Pension Plan and Tru…$27MIngevity Corporation Retirement Plan for Bargained Hourly EmployeesIngevity Corporation Retirem…$27M
End-of-year total assets ($M) among Jrmb II Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN273629393
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jrmb II, Inc.)

Sponsor-wide plan assets over time

All Jrmb II, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$61M 31.302980444850892% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $46.1M $60.6M ▲ +31.3%
Year Plans Participants Total Assets
2022 2 941 $46M
2023 2 854 $54M
2024 2 883 $61M

Nearby Defined Benefit (Pension) Plans in Oklahoma

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Jrmb II Pension Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -0.500.511.52 Total assets ($B) Participants Jrmb II Pension Plan, Total assets ($B): 0.026621783 · Participants: 193Jrmb II Pension PlanPipeline Industry Pension Fund, Total assets ($B): 1.550776271 · Participants: 1904Pipeline Industry Pension FundWilliams Pension Plan, Total assets ($B): 1.33243367 · Participants: 3588Williams Pension PlanOne Gas, Inc. Retirement Plan, Total assets ($B): 0.795535 · Participants: 740One Gas, Inc. Retirement PlanRetirement Plan for Employees of Devon Energy Corporation, Total assets ($B): 0.480356058 · Participants: 171Retirement Plan for Employees of Devon Energy CorporationIntegris Health, Inc. Retirement Plan a, Total assets ($B): 0.422772766 · Participants: 1145Integris Health, Inc. Retirement Plan a
Jrmb II Pension Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants
Compare Jrmb II Pension Plan side-by-side with 3 peers →

Jrmb II Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oklahoma, the nearest Defined Benefit (Pension) by assets is Bankers Pension Plan and Trust, 1975 in NE ($27M); by covered participants it is Miriam Osborn Memorial Home Association Retirement Income Plan in NY (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 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 Jrmb II Pension Plan assets move in 2023? ▼
Jrmb II Pension Plan grew at a solid clip - up 13.8% during 2023, from $23M to $27M. Reported net income was $3M.
How have Jrmb II, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jrmb II, Inc.'s sponsor-wide assets grew 31.3%, from $46M to $61M.
Where does Jrmb II Pension Plan rank by assets among Form 5500 filers? ▼
Jrmb II Pension Plan ranks in the 77th 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 Defined Benefit (Pension) plans are similar in size to Jrmb II Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bankers Pension Plan and Trust, 1975 in NE ($27M, 129 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jrmb II Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Miriam Osborn Memorial Home Association Retirement Income Plan in NY (193 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 273629393.

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.