401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$17M
Total assets Small plan by assets
241
Participants Below avg headcount
69th
Percentile by assets National rank
$68,516
Avg per participant Below avg balance/head
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Official DOL plan name: Phr 401(k) Plan for Hourly Employees · Sponsored by John R. Jurgensen & Associated Companies · Ohio · Construction

$17M in assets, 241 participants

John R. Jurgensen & Associated Companies's Phr 401(k) Plan for Hourly Employees reported $17M in total assets and 241 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,112 in Construction (9,030 peers)

Coverage in Ohio

Phr 401(k) Plan for Hourly Employees covers 241 participants in Ohio, about 32% of the average Ohio filer (state average ~765 per filing). Assets: $17M.

#6,112
in Construction (9,030 peers)
+23.0%
assets growth YoY

Phr 401(k) Plan for Hourly Employees's outsized position by total assets

Phr 401(k) Plan for Hourly Employees vs every filed plan by assets

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

$16,512,463 Top 31% higher than 69% 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

Phr 401(k) Plan for Hourly Employees 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. Phr 401(k) Plan for Hourly Employees sits mid-pack in the medium band (241 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phr 401(k) Plan for Hourly Employees reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Phr 401(k) Plan for Hourly Employees end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Phr 401(k) Plan for Hourly Employees reported participants rose from 228 in the plan year 2022 filing to 241 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 350844079 · John R. Jurgensen & Associated Companies PY 2023 · 401(k)

Phr 401(k) Plan for Hourly Employees · $17M · 241 · 69th

  • EOY $17M
  • 5500 241
  • ASSETS 69th
  • PCT 401(k)
  • EIN near All Star Automotive Group 401(k) Retirement Savings
  • RANK ind #6112

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 →

Phr 401(k) Plan for Hourly Employees in the asset neighbourhood

Phr 401(k) Plan for Hourly EmployeesPhr 401(k) Plan for Hourly E…$17MAll Star Automotive Group 401(k) Retirement SavingsAll Star Automotive Group 40…$17MAbc Nh & Vt Member 401(k) PlanAbc Nh & Vt Member 401(k) Pl…$17MVerity Credit Union 401(k) PlanVerity Credit Union 401(k) P…$17MBaim Institute for Clinical Research 401(k) PlanBaim Institute for Clinical …$17M
End-of-year total assets ($M) among Phr 401(k) Plan for Hourly Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN350844079
Plan Effective Date1998-04-01
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
$18M 35.20072989165335% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.4M $18.1M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 228 $13M
2023 1 241 $17M
2024 1 257 $18M

Nearby 401(k) Plans in Ohio

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

Phr 401(k) Plan for Hourly Employees vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Phr 401(k) Plan for Hourly Employees, Total assets ($B): 0.016512463 · Participants: 241Phr 401(k) Plan for Hourly EmployeesGE 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
Phr 401(k) Plan for Hourly Employees vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Phr 401(k) Plan for Hourly Employees side-by-side with 3 peers →

Phr 401(k) Plan for Hourly Employees's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is All Star Automotive Group 401(k) Retirement Savings in LA ($17M); by covered participants it is Tango Card Inc 401(k) Profit Sharing Plan and Trust in WA (241 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (241 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 Phr 401(k) Plan for Hourly Employees assets move in 2023? ▼
Phr 401(k) Plan for Hourly Employees grew sharply - up 23.0% during 2023, from $13M to $17M. Reported net income was $3M.
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 35.2%, from $13M to $18M.
Which 401(k) plans are similar in size to Phr 401(k) Plan for Hourly Employees? ▼
Among 401(k) plans in other states, the closest by assets is All Star Automotive Group 401(k) Retirement Savings in LA ($17M, 507 participants).
Which 401(k) plans cover a similar participant headcount to Phr 401(k) Plan for Hourly Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Tango Card Inc 401(k) Profit Sharing Plan and Trust in WA (241 participants, $19M 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 350844079.

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.