401(k) · DOL Form 5500 · 2023

Jubitz Corporation 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
161
Participants Small participant base
55th
Percentile by assets National rank
$51,650
Avg per participant Low balance/head
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Official DOL plan name: Jubitz Profit Sharing/401(k) Plan · Sponsored by Jubitz Corporation · Oregon · Transportation & Warehousing

$8M in assets, 161 participants

Jubitz Corporation's Jubitz Profit Sharing/401(k) Plan reported $8M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #1,858 in Transportation & Warehousing (3,362 peers)

Coverage in Oregon

Jubitz Profit Sharing/401(k) Plan covers 161 participants in Oregon, about 36% of the average Oregon filer (state average ~443 per filing). Assets: $8M.

#1,858
in Transportation & Warehousing (3,362 peers)
+10.1%
assets growth YoY

Jubitz Profit Sharing/401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Jubitz Profit Sharing/401(k) Plan vs every filed plan by assets

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

$8,315,726 Top 45% higher than 55% 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

Jubitz Profit Sharing/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. Jubitz Profit Sharing/401(k) Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jubitz Profit Sharing/401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $760K in the plan year 2023 filing.
  • Jubitz Profit Sharing/401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Jubitz Profit Sharing/401(k) Plan reported participants fell from 173 in the plan year 2022 filing to 161 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 930403718 · Jubitz Corporation PY 2023 · 401(k)

Jubitz Profit Sharing/401(k) Plan · $8M · 161 · 55th

  • 5500 $8M
  • 5500 161
  • 5500 55th
  • 5500 401(k)
  • 5500 near Hadco Construction 401(k) Plan
  • 5500 ind #1858

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 Transportation & Warehousing retirement plans → · Plans in Oregon →

Jubitz Profit Sharing/401(k) Plan in the asset neighbourhood

Jubitz Profit Sharing/401(k) PlanJubitz Profit Sharing/401(k)…$8MHadco Construction 401(k) PlanHadco Construction 401(k) Pl…$8MUprise Health 401(k) Plan$8MValley Management, Inc. 401(k) Plan and TrustValley Management, Inc. 401(…$8MIcs Corporation Retirement Savings PlanIcs Corporation Retirement S…$8M
End-of-year total assets ($M) among Jubitz Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$760K
Employer EIN930403718
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jubitz Corporation)

Sponsor-wide plan assets over time

All Jubitz Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$10M 34.585639760838255% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.56M $10.2M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 173 $8M
2023 1 161 $8M
2024 1 212 $10M

Nearby 401(k) Plans in Oregon

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

Jubitz Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Jubitz Profit Sharing/401(k) Plan, Total assets ($B): 0.008315726 · Participants: 161Jubitz Profit Sharing/401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Jubitz Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Jubitz Profit Sharing/401(k) Plan side-by-side with 3 peers →

Jubitz Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Hadco Construction 401(k) Plan in UT ($8M); by covered participants it is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Jubitz Profit Sharing/401(k) Plan assets move in 2023? ▼
Jubitz Profit Sharing/401(k) Plan grew at a solid clip - up 10.1% during 2023, from $8M to $8M. Reported net income was $760K.
How have Jubitz Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jubitz Corporation's sponsor-wide assets grew 34.6%, from $8M to $10M.
Which 401(k) plans are similar in size to Jubitz Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hadco Construction 401(k) Plan in UT ($8M, 474 participants).
Which 401(k) plans cover a similar participant headcount to Jubitz Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 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 930403718.

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.