401(k) · DOL Form 5500 · 2023
John a. Jurgiel & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $367,652
- Avg per participant High balance/head
Official DOL plan name: John a. Jurgiel & Associates, Inc. Profit Sharing Plan and Trust · Sponsored by John a. Jurgiel & Associates, Inc. · Missouri · Professional & Technical Services
$3M in assets, 8 participants
John a. Jurgiel & Associates, Inc.'s John a. Jurgiel & Associates, Inc. Profit Sharing Plan and Trust reported $3M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #6,531 in Professional & Technical Services (20,321 peers)
John a. Jurgiel & Associates, Inc. multi-year trail
John a. Jurgiel & Associates, Inc.'s plans moved +47.6% in assets from 2022 to 2024; this filing shows John a. Jurgiel & Associates, Inc. Profit Sharing Plan and Trust at $3M / 8 participants.
- #6,531
- in Professional & Technical Services (20,321 peers)
- +24.7%
- assets growth YoY
John a. Jurgiel & Associates, Inc. Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
John a. Jurgiel & Associates, Inc. Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,941,218 35th percentile higher than 35% 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
John a. Jurgiel & Associates, Inc. Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John a. Jurgiel & Associates, Inc. Profit Sharing Plan and Trust is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- John a. Jurgiel & Associates, Inc. Profit Sharing Plan and Trust reported net income rose from -$291K in the plan year 2022 filing to $582K in the plan year 2023 filing.
- John a. Jurgiel & Associates, Inc. Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- John a. Jurgiel & Associates, Inc. Profit Sharing Plan and Trust reported participants fell from 9 in the plan year 2022 filing to 8 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 431131146 · John a. Jurgiel & Associates, Inc. PY 2023 · 401(k)
John a. Jurgiel & Associates, Inc. Profit Sharing Plan and Trust · $3M · 8 · 35th
- SCH $3M
- EBSA 8
- PART 35th
- TYPE 401(k)
- NET near Spectral Sensor Solutions 401(k) Plan
- BOOK ind #6531
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 Professional & Technical Services retirement plans → · Plans in Missouri →
John a. Jurgiel & Associates, Inc. Profit Sharing Plan and Trust in the asset neighbourhood
John a. Jurgiel & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All John a. Jurgiel & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 47.59697277241784% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $2M |
| 2023 | 1 | 8 | $3M |
| 2024 | 1 | 14 | $3M |
John a. Jurgiel & Associates, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $582K |
| Employer EIN | 431131146 |
| Plan Effective Date | 1989-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
John a. Jurgiel & Associates, Inc. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Spectral Sensor Solutions 401(k) Plan in NM ($3M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.