401(k) · DOL Form 5500 · 2023

Jerry's Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
1,286
Participants Near avg headcount
83rd
Percentile by assets National rank
$32,357
Avg per participant Low balance/head
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Official DOL plan name: Jerry's Enterprises, Inc. Union Employee's 401(k) Plan · Sponsored by Jerry's Enterprises, Inc. · Minnesota · Retail Trade

$42M in assets, 1,286 participants

Jerry's Enterprises, Inc.'s Jerry's Enterprises, Inc. Union Employee's 401(k) Plan reported $42M in total assets and 1,286 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,627 in Retail Trade (8,414 peers)

Where Jerry's Enterprises, Inc. Union Employee's 401(k) Plan sits by assets

Jerry's Enterprises, Inc. Union Employee's 401(k) Plan sits in the top quartile of all filed plans by assets, $42M for 1,286 participants (~$32,357/participant), up 17.9% in 2023.

#7,627
in Retail Trade (8,414 peers)
+17.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Jerry's Enterprises, Inc. Union Employee's 401(k) Plan's outsized position by total assets

Jerry's Enterprises, Inc. Union Employee's 401(k) Plan vs every filed plan by assets

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

$41,611,071 Top 17% higher than 83% 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

Jerry's Enterprises, Inc. Union Employee's 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jerry's Enterprises, Inc. Union Employee's 401(k) Plan lands in the large band (1,286 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jerry's Enterprises, Inc. Union Employee's 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Jerry's Enterprises, Inc. Union Employee's 401(k) Plan end-of-year assets rose from $35M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Jerry's Enterprises, Inc. Union Employee's 401(k) Plan reported participants fell from 1,348 in the plan year 2022 filing to 1,286 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 410834686 · Jerry's Enterprises, Inc. PY 2023 · 401(k)

Jerry's Enterprises, Inc. Union Employee's 401(k) Plan · $42M · 1,286 · 83rd

  • VS-ST $42M
  • BOY 1,286
  • SCH 83rd
  • EBSA 401(k)
  • PART near Radiology Associates of Tallahassee, P.a. 401(k) Profit Sharing Plan
  • TYPE ind #7627

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 Minnesota →

Jerry's Enterprises, Inc. Union Employee's 401(k) Plan in the asset neighbourhood

Ajc 401(k) Plan$42MJerry's Enterprises, Inc. Union Employee's 401(k) PlanJerry's Enterprises, Inc. Un…$42MRadiology Associates of Tallahassee, P.a. 401(k) Profit Sharing PlanRadiology Associates of Tall…$42MSavings Plan for Employees of Bollore Logistics USA Inc. and SubsidiariesSavings Plan for Employees o…$42MQualis 401(k) Plan$42M
End-of-year total assets ($M) among Jerry's Enterprises, Inc. Union Employee's 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$42M
Net Income$6M
Employer EIN410834686
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jerry's Enterprises, Inc.)

Sponsor-wide plan assets over time

All Jerry's Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$94M 21.662447721095894% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $77.6M $94.4M ▲ +21.7%
Year Plans Participants Total Assets
2022 2 1,951 $78M
2023 2 1,798 $90M
2024 2 1,900 $94M

Nearby 401(k) Plans in Minnesota

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

Jerry's Enterprises, Inc. Union Employee's 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Jerry's Enterprises, Inc. Union Employee's 401(k) Plan, Total assets ($B): 0.041611071 · Participants: 1286Jerry's Enterprises, Inc. Union Employee's 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Jerry's Enterprises, Inc. Union Employee's 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Jerry's Enterprises, Inc. Union Employee's 401(k) Plan side-by-side with 3 peers →

Jerry's Enterprises, Inc. Union Employee's 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Radiology Associates of Tallahassee, P.a. 401(k) Profit Sharing Plan in FL ($42M); by covered participants it is Summit Automotive Partners Retirement Savings Plan in CO (1,286 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,286 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 Jerry's Enterprises, Inc. Union Employee's 401(k) Plan assets move in 2023? ▼
Jerry's Enterprises, Inc. Union Employee's 401(k) Plan grew sharply - up 17.9% during 2023, from $35M to $42M. Reported net income was $6M.
How have Jerry's Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jerry's Enterprises, Inc.'s sponsor-wide assets grew 21.7%, from $78M to $94M.
Where does Jerry's Enterprises, Inc. Union Employee's 401(k) Plan rank by assets among Form 5500 filers? ▼
Jerry's Enterprises, Inc. Union Employee's 401(k) Plan ranks in the 83rd 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 Jerry's Enterprises, Inc. Union Employee's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Radiology Associates of Tallahassee, P.a. 401(k) Profit Sharing Plan in FL ($42M, 184 participants).
Which 401(k) plans cover a similar participant headcount to Jerry's Enterprises, Inc. Union Employee's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Summit Automotive Partners Retirement Savings Plan in CO (1,286 participants, $34M 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 410834686.

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.