401(k) · DOL Form 5500 · 2023

Jorgensen & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
132
Participants Small participant base
42nd
Percentile by assets National rank
$33,576
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jorgensen & Sons, Inc. 401(k) Retirement Plan · Sponsored by Jorgensen & Sons, Inc. · California · Manufacturing

$4M in assets, 132 participants

Jorgensen & Sons, Inc.'s Jorgensen & Sons, Inc. 401(k) Retirement Plan reported $4M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,735 in Manufacturing (18,722 peers)

Coverage in California

Jorgensen & Sons, Inc. 401(k) Retirement Plan covers 132 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $4M.

#4,735
in Manufacturing (18,722 peers)
+6.3%
assets growth YoY

Jorgensen & Sons, Inc. 401(k) Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Jorgensen & Sons, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$4,432,026 42nd percentile higher than 42% 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

Jorgensen & Sons, Inc. 401(k) Retirement 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. Jorgensen & Sons, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jorgensen & Sons, Inc. 401(k) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $263K in the plan year 2023 filing.
  • Jorgensen & Sons, Inc. 401(k) Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 941477041 · Jorgensen & Sons, Inc. PY 2023 · 401(k)

Jorgensen & Sons, Inc. 401(k) Retirement Plan · $4M · 132 · 42nd

  • NET $4M
  • BOOK 132
  • VS-ST 42nd
  • BOY 401(k)
  • SCH near Medical Eye Services Ltd Profit Sharing Plan & Trust
  • EBSA ind #4735

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 California →

Jorgensen & Sons, Inc. 401(k) Retirement Plan in the asset neighbourhood

Jorgensen & Sons, Inc. 401(k) Retirement PlanJorgensen & Sons, Inc. 401(k…$4MMedical Eye Services Ltd Profit Sharing Plan & TrustMedical Eye Services Ltd Pro…$4MProvident Management Corporation 401(k) PlanProvident Management Corpora…$4MAbc Boring Co, Inc. 401(k) Plan and TrustAbc Boring Co, Inc. 401(k) P…$4MThe Spa Divas Inc. Retirement PlanThe Spa Divas Inc. Retiremen…$4M
End-of-year total assets ($M) among Jorgensen & Sons, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$263K
Employer EIN941477041
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jorgensen & Sons, Inc.)

Sponsor-wide plan assets over time

All Jorgensen & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 11.113600105007446% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M 202220232024 $10.4M $11.5M ▲ +11.1%
Year Plans Participants Total Assets
2022 2 265 $10M
2023 2 265 $11M
2024 2 280 $12M

Nearby 401(k) Plans in California

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

Jorgensen & Sons, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jorgensen & Sons, Inc. 401(k) Retirement Plan, Total assets ($B): 0.004432026 · Participants: 132Jorgensen & Sons, Inc. 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Jorgensen & Sons, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jorgensen & Sons, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Jorgensen & Sons, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Medical Eye Services Ltd Profit Sharing Plan & Trust in WI ($4M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Jorgensen & Sons, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Jorgensen & Sons, Inc. 401(k) Retirement Plan grew at a solid clip - up 6.3% during 2023, from $4M to $4M. Reported net income was $263K.
How have Jorgensen & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jorgensen & Sons, Inc.'s sponsor-wide assets grew 11.1%, from $10M to $12M.
Which 401(k) plans are similar in size to Jorgensen & Sons, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medical Eye Services Ltd Profit Sharing Plan & Trust in WI ($4M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Jorgensen & Sons, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (132 participants, $5M 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 941477041.

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.