401(k) · DOL Form 5500 · 2023

Jacques Moret, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
226
Participants Below avg headcount
82nd
Percentile by assets National rank
$166,507
Avg per participant Above avg balance/head
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Official DOL plan name: Jacques Moret, Inc. 401(k) Plan and Trust · Sponsored by Jacques Moret, Inc. · New York · Manufacturing

$38M in assets, 226 participants

Jacques Moret, Inc.'s Jacques Moret, Inc. 401(k) Plan and Trust reported $38M in total assets and 226 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,012 in Manufacturing (18,722 peers)

Coverage in New York

Jacques Moret, Inc. 401(k) Plan and Trust covers 226 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $38M.

#14,012
in Manufacturing (18,722 peers)
+15.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Jacques Moret, Inc. 401(k) Plan and Trust's outsized position by total assets

Jacques Moret, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$37,630,506 Top 18% higher than 82% 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

Jacques Moret, Inc. 401(k) Plan and Trust 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. Jacques Moret, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (226 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jacques Moret, Inc. 401(k) Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Jacques Moret, Inc. 401(k) Plan and Trust end-of-year assets rose from $33M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Jacques Moret, Inc. 401(k) Plan and Trust reported participants rose from 218 in the plan year 2022 filing to 226 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132812613 · Jacques Moret, Inc. PY 2023 · 401(k)

Jacques Moret, Inc. 401(k) Plan and Trust · $38M · 226 · 82nd

  • SCH $38M
  • EBSA 226
  • PART 82nd
  • TYPE 401(k)
  • NET near J. Lohr Employees Retirement Plan
  • BOOK ind #14012

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 Manufacturing retirement plans → · Plans in New York →

Jacques Moret, Inc. 401(k) Plan and Trust in the asset neighbourhood

Incredible Technologies, Inc. 401 (K) Retirement & Savings PlanIncredible Technologies, Inc…$38MJacques Moret, Inc. 401(k) Plan and TrustJacques Moret, Inc. 401(k) P…$38MJ. Lohr Employees Retirement PlanJ. Lohr Employees Retirement…$38MAutodie LLC 401(k) Plan$38MIBEW NECA Conduit 401(k) Plan$38M
End-of-year total assets ($M) among Jacques Moret, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$38M
Net Income$5M
Employer EIN132812613
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jacques Moret, Inc.)

Sponsor-wide plan assets over time

All Jacques Moret, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 31.573972306601455% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32.6M $42.8M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 218 $33M
2023 1 226 $38M
2024 1 241 $43M

Nearby 401(k) Plans in New York

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

Jacques Moret, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Jacques Moret, Inc. 401(k) Plan and Trust, Total assets ($B): 0.037630506 · Participants: 226Jacques Moret, Inc. 401(k) Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Jacques Moret, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jacques Moret, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Jacques Moret, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is J. Lohr Employees Retirement Plan in CA ($38M); by covered participants it is Cogent, Inc. Profit Sharing 401(k) Plan in MO (226 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (226 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 Jacques Moret, Inc. 401(k) Plan and Trust assets move in 2023? ▼
Jacques Moret, Inc. 401(k) Plan and Trust grew sharply - up 15.6% during 2023, from $33M to $38M. Reported net income was $5M.
How have Jacques Moret, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jacques Moret, Inc.'s sponsor-wide assets grew 31.6%, from $33M to $43M.
Where does Jacques Moret, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Jacques Moret, Inc. 401(k) Plan and Trust ranks in the 82nd 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 Jacques Moret, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is J. Lohr Employees Retirement Plan in CA ($38M, 195 participants).
Which 401(k) plans cover a similar participant headcount to Jacques Moret, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cogent, Inc. Profit Sharing 401(k) Plan in MO (226 participants, $29M 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 132812613.

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.