401(k) · DOL Form 5500 · 2023

John R. Jurgensen & Associated Companies 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
167
Participants Small participant base
88th
Percentile by assets National rank
$385,637
Avg per participant High balance/head
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Official DOL plan name: Jurgensen Companies Salaried Retirement Plan · Sponsored by John R. Jurgensen & Associated Companies · Ohio · Construction

$64M in assets, 167 participants

John R. Jurgensen & Associated Companies's Jurgensen Companies Salaried Retirement Plan reported $64M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,752 in Construction (9,030 peers)

Coverage in Ohio

Jurgensen Companies Salaried Retirement Plan covers 167 participants in Ohio, about 22% of the average Ohio filer (state average ~765 per filing). Assets: $64M.

#7,752
in Construction (9,030 peers)
-1.1%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $731K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jurgensen Companies Salaried Retirement Plan's outsized position by total assets

Jurgensen Companies Salaried Retirement Plan vs every filed plan by assets

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

$64,401,401 Top 12% higher than 88% 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

Jurgensen Companies Salaried Retirement 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. Jurgensen Companies Salaried Retirement Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jurgensen Companies Salaried Retirement Plan reported net income rose from -$19M in the plan year 2022 filing to -$731K in the plan year 2023 filing.
  • Jurgensen Companies Salaried Retirement Plan reported participants fell from 176 in the plan year 2022 filing to 167 in the plan year 2023 filing.
  • Jurgensen Companies Salaried Retirement Plan end-of-year assets fell from $65M in the plan year 2022 filing to $64M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 310578656 · John R. Jurgensen & Associated Companies PY 2023 · 401(k)

Jurgensen Companies Salaried Retirement Plan · $64M · 167 · 88th

  • EBSA $64M
  • EBSA 167
  • EBSA 88th
  • EBSA 401(k)
  • EBSA near Streck LLC Retirement Plan
  • EBSA ind #7752

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 Ohio →

Jurgensen Companies Salaried Retirement Plan in the asset neighbourhood

Jurgensen Companies Salaried Retirement PlanJurgensen Companies Salaried…$64MStreck LLC Retirement Plan$64MWicker Smith 401(k) Plan II$64MTriple S Profit Sharing 401(k) PlanTriple S Profit Sharing 401(…$64MMvm, Inc. 401(k) Savings Plan$64M
End-of-year total assets ($M) among Jurgensen Companies Salaried Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$64M
Net Income-$731K
Employer EIN310578656
Plan Effective Date1980-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (John R. Jurgensen & Associated Companies)

Sponsor-wide plan assets over time

All John R. Jurgensen & Associated Companies plans reported in each filing year

Latest sponsor-wide plan assets
$68M 3.852790953615974% vs 2022
2024 filing year
$64M$65M$66M$67M$68M 202220232024 $65.1M $67.6M ▲ +3.9%
Year Plans Participants Total Assets
2022 1 176 $65M
2023 1 167 $64M
2024 1 183 $68M

Nearby 401(k) Plans in Ohio

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

Jurgensen Companies Salaried Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Jurgensen Companies Salaried Retirement Plan, Total assets ($B): 0.064401401 · Participants: 167Jurgensen Companies Salaried Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Jurgensen Companies Salaried Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Jurgensen Companies Salaried Retirement Plan side-by-side with 3 peers →

Jurgensen Companies Salaried Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Streck LLC Retirement Plan in NE ($64M); by covered participants it is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($64M here).

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Jurgensen Companies Salaried Retirement Plan assets move in 2023? ▼
Jurgensen Companies Salaried Retirement Plan edged down modestly - down 1.1% during 2023, from $65M to $64M. Reported net income was -$731K.
How have John R. Jurgensen & Associated Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John R. Jurgensen & Associated Companies's sponsor-wide assets grew 3.9%, from $65M to $68M.
Where does Jurgensen Companies Salaried Retirement Plan rank by assets among Form 5500 filers? ▼
Jurgensen Companies Salaried Retirement Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jurgensen Companies Salaried Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Streck LLC Retirement Plan in NE ($64M, 411 participants).
Which 401(k) plans cover a similar participant headcount to Jurgensen Companies Salaried Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants, $8M 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 310578656.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.