401(k) · DOL Form 5500 · 2023

Juno Investments LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
553
Participants Below avg headcount
70th
Percentile by assets National rank
$31,257
Avg per participant Low balance/head
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Official DOL plan name: Juno Investments & Esquared Hospitality 401(k) Plan · Sponsored by Juno Investments LLC · New York · Finance & Insurance

$17M in assets, 553 participants

Juno Investments LLC's Juno Investments & Esquared Hospitality 401(k) Plan reported $17M in total assets and 553 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,932 in Finance & Insurance (8,869 peers)

2023 asset change

Juno Investments & Esquared Hospitality 401(k) Plan grew at a solid clip 10.8% in 2023 ($16M → $17M) for 553 participants.

#4,932
in Finance & Insurance (8,869 peers)
+10.8%
assets growth YoY

Juno Investments & Esquared Hospitality 401(k) Plan's outsized position by total assets

Juno Investments & Esquared Hospitality 401(k) Plan vs every filed plan by assets

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

$17,285,215 Top 30% higher than 70% 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

Juno Investments & Esquared Hospitality 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. Juno Investments & Esquared Hospitality 401(k) Plan sits mid-pack in the medium band (553 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Juno Investments & Esquared Hospitality 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Juno Investments & Esquared Hospitality 401(k) Plan reported participants fell from 648 in the plan year 2022 filing to 553 in the plan year 2023 filing.
  • Juno Investments & Esquared Hospitality 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 030527526 · Juno Investments LLC PY 2023 · 401(k)

Juno Investments & Esquared Hospitality 401(k) Plan · $17M · 553 · 70th

  • EOY $17M
  • EOY 553
  • EOY 70th
  • EOY 401(k)
  • EOY near Lssi, LLC 401(k) Plan
  • EOY ind #4932

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 Finance & Insurance retirement plans → · Plans in New York →

Juno Investments & Esquared Hospitality 401(k) Plan in the asset neighbourhood

Juno Investments & Esquared Hospitality 401(k) PlanJuno Investments & Esquared …$17MMoly-Cop USA LLC 401(k) Plan$17MLssi, LLC 401(k) Plan$17MR.M. Towill Corporation 401(k) Retirement Savings PlanR.M. Towill Corporation 401(…$17MEbenezer Society 403b Thrift PlanEbenezer Society 403b Thrift…$17M
End-of-year total assets ($M) among Juno Investments & Esquared Hospitality 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Juno Investments LLC years around the 2023 move

Sponsor-wide plan assets over time

All Juno Investments LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 0.24291352628496676% vs 2022
2024 filing year
$15M$16M$17M$18M 202220232024 $15.6M $15.6M ▲ +0.3%
Year Plans Participants Total Assets
2022 1 648 $16M
2023 1 553 $17M
2024 1 487 $16M

2023 asset-move particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN030527526
Plan Effective Date2001-01-24
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Juno Investments & Esquared Hospitality 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Juno Investments & Esquared Hospitality 401(k) Plan, Total assets ($B): 0.017285215 · Participants: 553Juno Investments & Esquared Hospitality 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Juno Investments & Esquared Hospitality 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Juno Investments & Esquared Hospitality 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lssi, LLC 401(k) Plan in MD ($17M); by covered participants it is Gdh Consulting, Inc. 401(k) Plan in OK (553 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (553 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 Juno Investments & Esquared Hospitality 401(k) Plan assets move in 2023?
Juno Investments & Esquared Hospitality 401(k) Plan grew at a solid clip - up 10.8% during 2023, from $16M to $17M. Reported net income was $2M.
How have Juno Investments LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Juno Investments LLC's sponsor-wide assets grew 0.2%, from $16M to $16M.
Which 401(k) plans are similar in size to Juno Investments & Esquared Hospitality 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Lssi, LLC 401(k) Plan in MD ($17M, 829 participants).
Which 401(k) plans cover a similar participant headcount to Juno Investments & Esquared Hospitality 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Gdh Consulting, Inc. 401(k) Plan in OK (553 participants, $16M in assets).