401(k) · DOL Form 5500 · 2023
Joint Research and Development, LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 159
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $97,247
- Avg per participant Below avg balance/head
Official DOL plan name: Joint Research and Development, LLC Employees' Retirement Plan · Sponsored by Joint Research and Development, LLC · Virginia · Professional & Technical Services
$15M in assets, 159 participants
Joint Research and Development, LLC's Joint Research and Development, LLC Employees' Retirement Plan reported $15M in total assets and 159 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #13,647 in Professional & Technical Services (20,321 peers)
Coverage in Virginia
Joint Research and Development, LLC Employees' Retirement Plan covers 159 participants in Virginia, about 20% of the average Virginia filer (state average ~782 per filing). Assets: $15M.
- #13,647
- in Professional & Technical Services (20,321 peers)
- +25.8%
- assets growth YoY
Joint Research and Development, LLC Employees' Retirement Plan's outsized position by total assets
Joint Research and Development, LLC Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,462,254 Top 32% higher than 68% 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
Joint Research and Development, LLC Employees' 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. Joint Research and Development, LLC Employees' Retirement Plan sits mid-pack in the medium band (159 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Joint Research and Development, LLC Employees' Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Joint Research and Development, LLC Employees' Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Joint Research and Development, LLC Employees' Retirement Plan reported participants fell from 193 in the plan year 2022 filing to 159 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 421633797 · Joint Research and Development, LLC PY 2023 · 401(k)
Joint Research and Development, LLC Employees' Retirement Plan · $15M · 159 · 68th
- PCT $15M
- PCT 159
- PCT 68th
- PCT 401(k)
- PCT near Tropical Cheese 401(k) Plan
- PCT ind #13647
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 Professional & Technical Services retirement plans → · Plans in Virginia →
Joint Research and Development, LLC Employees' Retirement Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 421633797 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Research and Development, LLC)
Sponsor-wide plan assets over time
All Joint Research and Development, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 84.30166321752559% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 193 | $12M |
| 2023 | 1 | 159 | $15M |
| 2024 | 1 | 152 | $23M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Joint Research and Development, LLC Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Tropical Cheese 401(k) Plan in NJ ($15M); by covered participants it is Visiting Angels 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Tropical Cheese 401(k) Plan (NJ) $15M · 286
- Accent Family of Companies 401(k) Plan (TX) $15M · 241
- Tcps, Inc. 401(k) Plan (MD) $15M · 454
- Madison Services Group, LLC 401(k) Plan (GA) $15M · 2,728
Similar participant headcount
Nearest other-state filings by covered participants (159 participants); asset peers above are excluded.
- Visiting Angels 401(k) Plan (PA) 159 · 0 off
- Citizens Bank & Trust Retirement Benefits Plan (MO) 159 · 0 off
- Piedmont Hardware Brands 401(k) Plan (NJ) 159 · 0 off
- Tellurian Services 401(k) Retirement Plan (TX) 159 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.