401(k) · DOL Form 5500 · 2023

Jensen U.S.a. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 117
Participants Small participant base: 63rd
Percentile by assets National rank: $104,906
Avg per participant Below avg balance/head

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Official DOL plan name: Jensen USA, Inc. 401(k) Plan · Sponsored by Jensen U.S.a. · Florida · Other Services

$12M in assets, 117 participants

Jensen U.S.a.'s Jensen USA, Inc. 401(k) Plan reported $12M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

#6,225 in Other Services (7,857 peers)

Coverage in Florida

Jensen USA, Inc. 401(k) Plan covers 117 participants in Florida, about 19% of the average Florida filer (state average ~628 per filing). Assets: $12M.

#6,225
in Other Services (7,857 peers): +8.3%
assets growth YoY

Jensen USA, Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers

Jensen USA, Inc. 401(k) Plan vs every filed plan by assets

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

$12,274,053 Top 37% higher than 63% 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

Jensen USA, Inc. 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. Jensen USA, Inc. 401(k) Plan sits mid-pack in the medium band (117 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Jensen USA, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $936K in the plan year 2023 filing.
Jensen USA, Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Jensen USA, Inc. 401(k) Plan reported participants rose from 113 in the plan year 2022 filing to 117 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 561226715 · Jensen U.S.a. PY 2023 · 401(k)

Jensen USA, Inc. 401(k) Plan · $12M · 117 · 63rd

PHOTO $12M
PHOTO 117
PHOTO 63rd
PHOTO 401(k)
PHOTO near Cherry Optical Inc 401(k) Profit Sharing Plan & Trust
PHOTO ind #6225

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 Other Services retirement plans → · Plans in Florida →

End-of-year total assets ($M) among Jensen USA, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$12M
Net Income	$936K
Employer EIN	561226715
Plan Effective Date	1991-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Jensen U.S.a.)

Latest sponsor-wide plan assets: $14M 26.6101277532247% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	113	$11M
2023	1	117	$12M
2024	1	131	$14M

Nearby 401(k) Plans in Florida

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

Jensen USA, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Jensen USA, Inc. 401(k) Plan side-by-side with 3 peers →

Jensen USA, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Cherry Optical Inc 401(k) Profit Sharing Plan & Trust in WI ($12M); by covered participants it is Mid America Pipe 401(k) Plan in KS (117 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Cherry Optical Inc 401(k) Profit Sharing Plan & Trust (WI) $12M · 219
Intuity Medical, Inc. 401(k) Plan (CA) $12M · 124
Digestive Health Associates 401(k) Profit Sharing Plan (NV) $12M · 62
Reneson Hotels, Inc. 401(k) Profit Sharing Plan (CA) $12M · 192

Similar participant headcount

Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.

Mid America Pipe 401(k) Plan (KS) 117 · 0 off
Cronin Auto, Inc. 401(k) Plan (OH) 117 · 0 off
The Chilcote Company 401(k) Profit Sharing Plan (OH) 117 · 0 off
T R Toppers, Inc. 401(k) Profit Sharing Plan (ID) 117 · 0 off

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 Jensen USA, Inc. 401(k) Plan assets move in 2023? ▼

Jensen USA, Inc. 401(k) Plan grew at a solid clip - up 8.3% during 2023, from $11M to $12M. Reported net income was $936K.

How have Jensen U.S.a. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jensen U.S.a.'s sponsor-wide assets grew 26.6%, from $11M to $14M.

Which 401(k) plans are similar in size to Jensen USA, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cherry Optical Inc 401(k) Profit Sharing Plan & Trust in WI ($12M, 219 participants).

Which 401(k) plans cover a similar participant headcount to Jensen USA, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Mid America Pipe 401(k) Plan in KS (117 participants, N/A 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 561226715.