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
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
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.
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 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
| 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 EIN | 030527526 |
| Plan Effective Date | 2001-01-24 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
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).
- Lssi, LLC 401(k) Plan (MD) $17M · 829
- R.M. Towill Corporation 401(k) Retirement Savings Plan (HI) $17M · 115
- Ebenezer Society 403b Thrift Plan (MN) $17M · 769
- Moly-Cop USA LLC 401(k) Plan (MO) $17M · 115
Similar participant headcount
Nearest other-state filings by covered participants (553 participants); asset peers above are excluded.
- Gdh Consulting, Inc. 401(k) Plan (OK) 553 · 0 off
- The Kolter Group LLC 401(k) Plan (FL) 553 · 0 off
- Brighton Retail, LLC. 401(k) Profit Sharing Plan (CA) 553 · 0 off
- Webcor Builders 401(k) Profit Sharing Plan (CA) 553 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.