401(k) · DOL Form 5500 · 2023

Jerrys Enterprises Inc. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
512
Participants Below avg headcount
85th
Percentile by assets National rank
$94,410
Avg per participant Below avg balance/head
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Official DOL plan name: Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan · Sponsored by Jerrys Enterprises Inc. · Minnesota · Retail Trade

$48M in assets, 512 participants

Jerrys Enterprises Inc.'s Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan reported $48M in total assets and 512 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,717 in Retail Trade (8,414 peers)

Coverage in Minnesota

Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan covers 512 participants in Minnesota, about 45% of the average Minnesota filer (state average ~1,126 per filing). Assets: $48M.

#7,717
in Retail Trade (8,414 peers)
+14.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan's outsized position by total assets

Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan vs every filed plan by assets

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

$48,337,710 Top 15% higher than 85% 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 Employee's 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. Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan sits mid-pack in the medium band (512 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan reported participants fell from 603 in the plan year 2022 filing to 512 in the plan year 2023 filing.
  • Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan end-of-year assets rose from $42M in the plan year 2022 filing to $48M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 410834686 · Jerrys Enterprises Inc. PY 2023 · 401(k)

Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan · $48M · 512 · 85th

  • ASSETS $48M
  • PCT 512
  • EIN 85th
  • RANK 401(k)
  • PHOTO near Londen Insurance Group 401(k) Profit Sharing Plan
  • IND ind #7717

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 Employee's Profit Sharing 401(k) Plan in the asset neighbourhood

Jerry's Enterprises Inc Employee's Profit Sharing 401(k) PlanJerry's Enterprises Inc Empl…$48MLonden Insurance Group 401(k) Profit Sharing PlanLonden Insurance Group 401(k…$48MRittal 401(k) Plan$48MStanadyne LLC Savings Plus PlanStanadyne LLC Savings Plus P…$48MVeterinary Practice Partners, LLC 401(k) PlanVeterinary Practice Partners…$48M
End-of-year total assets ($M) among Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$48M
Net Income$6M
Employer EIN410834686
Plan Effective Date2019-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jerrys Enterprises Inc.)

Sponsor-wide plan assets over time

All Jerrys 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 Employee's Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan, Total assets ($B): 0.04833771 · Participants: 512Jerry's Enterprises Inc Employee's Profit Sharing 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 Employee's Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Londen Insurance Group 401(k) Profit Sharing Plan in AZ ($48M); by covered participants it is Hitchiner Manufacturing Co., Inc. 401(k) Retirement Savings Plan in NH (512 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (512 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 Employee's Profit Sharing 401(k) Plan assets move in 2023? ▼
Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan grew at a solid clip - up 14.3% during 2023, from $42M to $48M. Reported net income was $6M.
How have Jerrys Enterprises Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jerrys Enterprises Inc.'s sponsor-wide assets grew 21.7%, from $78M to $94M.
Where does Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan ranks in the 85th 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 Employee's Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Londen Insurance Group 401(k) Profit Sharing Plan in AZ ($48M, 369 participants).
Which 401(k) plans cover a similar participant headcount to Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hitchiner Manufacturing Co., Inc. 401(k) Retirement Savings Plan in NH (512 participants, $52M 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.