401(k) · DOL Form 5500 · 2023

Jagoe Homes, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 132
Participants Small participant base: 46th
Percentile by assets National rank: $41,567
Avg per participant Low balance/head

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Official DOL plan name: Jagoe Homes, Inc. 401(k) Plan · Sponsored by Jagoe Homes, Inc. · Kentucky · Construction

$5M in assets, 132 participants

Jagoe Homes, Inc.'s Jagoe Homes, Inc. 401(k) Plan reported $5M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

#4,005 in Construction (9,030 peers)

Coverage in Kentucky

Jagoe Homes, Inc. 401(k) Plan covers 132 participants in Kentucky, about 20% of the average Kentucky filer (state average ~647 per filing). Assets: $5M.

#4,005
in Construction (9,030 peers): +16.1%
assets growth YoY

Jagoe Homes, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Jagoe Homes, Inc. 401(k) Plan vs every filed plan by assets

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

$5,486,857 46th percentile higher than 46% 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

Jagoe Homes, 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. Jagoe Homes, Inc. 401(k) Plan sits mid-pack in the medium band (132 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%)

Jagoe Homes, Inc. 401(k) Plan reported net income rose from -$703K in the plan year 2022 filing to $763K in the plan year 2023 filing.
Jagoe Homes, Inc. 401(k) Plan reported participants fell from 168 in the plan year 2022 filing to 132 in the plan year 2023 filing.
Jagoe Homes, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 611072545 · Jagoe Homes, Inc. PY 2023 · 401(k)

Jagoe Homes, Inc. 401(k) Plan · $5M · 132 · 46th

SCH $5M
EBSA 132
PART 46th
TYPE 401(k)
NET near Caddis Capital Management 401(k) Plan
BOOK ind #4005

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 Construction retirement plans → · Plans in Kentucky →

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

Kentucky filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$5M
Net Income	$763K
Employer EIN	611072545
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Jagoe Homes, Inc.)

Latest sponsor-wide plan assets: $6M 34.52217748464469% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	168	$5M
2023	1	132	$5M
2024	1	115	$6M

Nearby 401(k) Plans in Kentucky

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

Jagoe Homes, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
Humana Retirement Savings Plan $7.4B · 45,938
UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
Scionhealth 401(k) Plan $1.2B · 33,226
Lexmark Savings Plan $1.2B · 1,968

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

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

Outside Kentucky, the nearest 401(k) by assets is Caddis Capital Management 401(k) Plan in UT ($5M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Caddis Capital Management 401(k) Plan (UT) $5M · 246
Child & Family Center 401(k) Retirement Plan (CA) $5M · 134
Shortform Inc. Retirement Plan (IL) $5M · 1
Lifemine Therapeutics 401(k) Plan (MA) $5M · 118

Similar participant headcount

Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.

Revision Military 401(k) Retirement Plan (VT) 132 · 0 off
Advance Business Systems & Supply Company 401(k) Plan and Trust (MD) 132 · 0 off
Lres Corporation Employee 401(k) Plan (CA) 132 · 0 off
Treeline Biosciences 401(k) Plan (MA) 132 · 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 Jagoe Homes, Inc. 401(k) Plan assets move in 2023? ▼

Jagoe Homes, Inc. 401(k) Plan grew sharply - up 16.1% during 2023, from $5M to $5M. Reported net income was $763K.

How have Jagoe Homes, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jagoe Homes, Inc.'s sponsor-wide assets grew 34.5%, from $5M to $6M.

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

Among 401(k) plans in other states, the closest by assets is Caddis Capital Management 401(k) Plan in UT ($5M, 246 participants).

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

Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (132 participants, $5M 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 611072545.