401(k) · DOL Form 5500 · 2023

Jonathan Club 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets: 231
Participants Below avg headcount: 69th
Percentile by assets National rank: $71,963
Avg per participant Below avg balance/head

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Official DOL plan name: Jonathan Club 401(k) Plan · Sponsored by Jonathan Club · California · Other Services

$17M in assets, 231 participants

Jonathan Club's Jonathan Club 401(k) Plan reported $17M in total assets and 231 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

#6,517 in Other Services (7,857 peers)

Coverage in California

Jonathan Club 401(k) Plan covers 231 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $17M.

#6,517
in Other Services (7,857 peers): +20.8%
assets growth YoY

Jonathan Club 401(k) Plan's outsized position by total assets

Jonathan Club 401(k) Plan vs every filed plan by assets

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

$16,623,352 Top 31% higher than 69% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Jonathan Club 401(k) 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. Jonathan Club 401(k) Plan sits mid-pack in the medium band (231 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Jonathan Club 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Jonathan Club 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 950884320 · Jonathan Club PY 2023 · 401(k)

Jonathan Club 401(k) Plan · $17M · 231 · 69th

PHOTO $17M
PHOTO 231
PHOTO 69th
PHOTO 401(k)
PHOTO near Tanknology Inc. 401(k) Plan
PHOTO ind #6517

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 Other Services retirement plans → · Plans in California →

End-of-year total assets ($M) among Jonathan Club 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$17M
Net Income	$3M
Employer EIN	950884320
Plan Effective Date	1998-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Jonathan Club)

Latest sponsor-wide plan assets: $18M 32.923902719995716% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	230	$14M
2023	1	231	$17M
2024	1	249	$18M

Nearby 401(k) Plans in California

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

Jonathan Club 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Jonathan Club 401(k) Plan side-by-side with 3 peers →

Jonathan Club 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tanknology Inc. 401(k) Plan in TX ($17M); by covered participants it is Teacher Synergy LLC 401(k) Plan in NY (231 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Tanknology Inc. 401(k) Plan (TX) $17M · 316
Malco Products, Inc. Incentive Savings Plan and Trust (OH) $17M · 288
Progressive Tractor & Implement Co., L.L.C. 401(k) Plan and Trust (LA) $17M · 402
Miracapo Pizza Company LLC Employee Retirement Savings Plan (IL) $17M · 338

Similar participant headcount

Nearest other-state filings by covered participants (231 participants); asset peers above are excluded.

Teacher Synergy LLC 401(k) Plan (NY) 231 · 0 off
Duferco Steel LLC Savings Plan (TX) 231 · 0 off
Reelcraft 401(k) Plan (IN) 231 · 0 off
Pathlight Community Services 401(k) Profit Sharing Plan and Trust (MI) 231 · 0 off

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 Jonathan Club 401(k) Plan assets move in 2023? ▼

Jonathan Club 401(k) Plan grew sharply - up 20.8% during 2023, from $14M to $17M. Reported net income was $3M.

How have Jonathan Club plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jonathan Club's sponsor-wide assets grew 32.9%, from $14M to $18M.

Which 401(k) plans are similar in size to Jonathan Club 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Tanknology Inc. 401(k) Plan in TX ($17M, 316 participants).

Which 401(k) plans cover a similar participant headcount to Jonathan Club 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Teacher Synergy LLC 401(k) Plan in NY (231 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 950884320.