401(k) · DOL Form 5500 · 2023

Jay Petroleum Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 223
Participants Below avg headcount: 43rd
Percentile by assets National rank: $20,505
Avg per participant Low balance/head

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Official DOL plan name: Jay Petroleum Inc. 401(k) Plan · Sponsored by Jay Petroleum Inc. · Indiana · Retail Trade

$5M in assets, 223 participants

Jay Petroleum Inc.'s Jay Petroleum Inc. 401(k) Plan reported $5M in total assets and 223 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

#4,484 in Retail Trade (8,414 peers)

Coverage in Indiana

Jay Petroleum Inc. 401(k) Plan covers 223 participants in Indiana, about 41% of the average Indiana filer (state average ~541 per filing). Assets: $5M.

#4,484
in Retail Trade (8,414 peers): +25.4%
assets growth YoY

Jay Petroleum Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Jay Petroleum Inc. 401(k) Plan vs every filed plan by assets

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

$4,572,611 43rd percentile higher than 43% 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

Jay Petroleum Inc. 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. Jay Petroleum Inc. 401(k) Plan sits mid-pack in the medium band (223 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%)

Jay Petroleum Inc. 401(k) Plan reported net income rose from -$924K in the plan year 2022 filing to $926K in the plan year 2023 filing.
Jay Petroleum Inc. 401(k) Plan reported participants fell from 308 in the plan year 2022 filing to 223 in the plan year 2023 filing.
Jay Petroleum Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 351037456 · Jay Petroleum Inc. PY 2023 · 401(k)

Jay Petroleum Inc. 401(k) Plan · $5M · 223 · 43rd

EIN $5M
RANK 223
PHOTO 43rd
IND 401(k)
EOY near Portfolio Retirement Plan
5500 ind #4484

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 Retail Trade retirement plans → · Plans in Indiana →

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

Indiana filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$926K
Employer EIN	351037456
Plan Effective Date	1995-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Jay Petroleum Inc.)

Latest sponsor-wide plan assets: $35M 11.928196669519261% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	1,489	$31M
2023	2	1,492	$36M
2024	2	1,620	$35M

Nearby 401(k) Plans in Indiana

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

Jay Petroleum Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $11.1B · 17,583
Elevance Health 401(k) Plan $11.0B · 76,590
Cummins Retirement and Savings Plan $5.7B · 28,381
Iu Health 401(k) Savings Plan $3.9B · 38,575
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015

Compare Jay Petroleum Inc. 401(k) Plan side-by-side with 3 peers →

Jay Petroleum Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Portfolio Retirement Plan in AZ ($5M); by covered participants it is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Portfolio Retirement Plan (AZ) $5M · 274
Rimports Inc. 401(k) Plan (UT) $5M · 219
Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & Trust (FL) $5M · 31
Bomnin Automotive Group 401(k) Plan (FL) $5M · 491

Similar participant headcount

Nearest other-state filings by covered participants (223 participants); asset peers above are excluded.

Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan (KY) 223 · 0 off
Preferred Beef Group, LP 401(k) Plan (TX) 223 · 0 off
Human Resources Unlimited, Inc. 401(k) Plan (MI) 223 · 0 off
Allcare Medical Management, Inc. Retirement Plan (CA) 223 · 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 Jay Petroleum Inc. 401(k) Plan assets move in 2023? ▼

Jay Petroleum Inc. 401(k) Plan grew sharply - up 25.4% during 2023, from $4M to $5M. Reported net income was $926K.

How have Jay Petroleum Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jay Petroleum Inc.'s sponsor-wide assets grew 11.9%, from $31M to $35M.

Which 401(k) plans are similar in size to Jay Petroleum Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Portfolio Retirement Plan in AZ ($5M, 274 participants).

Which 401(k) plans cover a similar participant headcount to Jay Petroleum Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants, $13M 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 351037456.