401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$12M
Total assets Small plan by assets
115
Participants Small participant base
63rd
Percentile by assets National rank
$106,890
Avg per participant Below avg balance/head
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Official DOL plan name: Melvin Stone Company Retirement Savings Plan · Sponsored by John R. Jurgensen & Associated Companies · Ohio · Mining & Oil Extraction

$12M in assets, 115 participants

John R. Jurgensen & Associated Companies's Melvin Stone Company Retirement Savings Plan reported $12M in total assets and 115 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.

  • #337 in Mining & Oil Extraction (811 peers)

Coverage in Ohio

Melvin Stone Company Retirement Savings Plan covers 115 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $12M.

#337
in Mining & Oil Extraction (811 peers)
+5.4%
assets growth YoY

Melvin Stone Company Retirement Savings Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

Melvin Stone Company Retirement Savings Plan vs every filed plan by assets

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

$12,292,374 Top 37% higher than 63% 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

Melvin Stone Company Retirement Savings 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. Melvin Stone Company Retirement Savings Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Melvin Stone Company Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $626K in the plan year 2023 filing.
  • Melvin Stone Company Retirement Savings Plan reported participants rose from 106 in the plan year 2022 filing to 115 in the plan year 2023 filing.
  • Melvin Stone Company Retirement Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 311656004 · John R. Jurgensen & Associated Companies PY 2023 · 401(k)

Melvin Stone Company Retirement Savings Plan · $12M · 115 · 63rd

  • PCT $12M
  • PCT 115
  • PCT 63rd
  • PCT 401(k)
  • PCT near Horn USA Inc 401(k) Profit Sharing Plan and Trust
  • PCT ind #337

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 Mining & Oil Extraction retirement plans → · Plans in Ohio →

Melvin Stone Company Retirement Savings Plan in the asset neighbourhood

Melvin Stone Company Retirement Savings PlanMelvin Stone Company Retirem…$12MHorn USA Inc 401(k) Profit Sharing Plan and TrustHorn USA Inc 401(k) Profit S…$12MAlltrails 401(k) Plan$12MNbc Securities 401(k) Plan$12MYakima Chief Hops 401(k) Retirement PlanYakima Chief Hops 401(k) Ret…$12M
End-of-year total assets ($M) among Melvin Stone Company Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$626K
Employer EIN311656004
Plan Effective Date1989-04-01
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
$13M 15.21439523868629% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.7M $13.4M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 106 $12M
2023 1 115 $12M
2024 1 129 $13M

Nearby 401(k) Plans in Ohio

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

Melvin Stone Company Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Melvin Stone Company Retirement Savings Plan, Total assets ($B): 0.012292374 · Participants: 115Melvin Stone Company Retirement Savings 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
Melvin Stone Company Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Melvin Stone Company Retirement Savings Plan side-by-side with 3 peers →

Melvin Stone Company Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Horn USA Inc 401(k) Profit Sharing Plan and Trust in NY ($12M); by covered participants it is Upsco Manufacturing & Distribution Company, Inc 401(k) Plan in NY (115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Melvin Stone Company Retirement Savings Plan assets move in 2023? ▼
Melvin Stone Company Retirement Savings Plan grew at a solid clip - up 5.4% during 2023, from $12M to $12M. Reported net income was $626K.
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 15.2%, from $12M to $13M.
Which 401(k) plans are similar in size to Melvin Stone Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Horn USA Inc 401(k) Profit Sharing Plan and Trust in NY ($12M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Melvin Stone Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Upsco Manufacturing & Distribution Company, Inc 401(k) Plan in NY (115 participants, $155K 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 311656004.

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.