401(k) · DOL Form 5500 · 2023

The Jay Group 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
197
Participants Below avg headcount
39th
Percentile by assets National rank
$18,965
Avg per participant Low balance/head
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Official DOL plan name: The Jay Group Retirement Plan · Sponsored by The Jay Group · Pennsylvania · Professional & Technical Services

$4M in assets, 197 participants

The Jay Group's The Jay Group Retirement Plan reported $4M in total assets and 197 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,378 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

The Jay Group Retirement Plan covers 197 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.

#7,378
in Professional & Technical Services (20,321 peers)
+9.4%
assets growth YoY

The Jay Group Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Jay Group Retirement Plan vs every filed plan by assets

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

$3,736,103 39th percentile higher than 39% 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

The Jay Group 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. The Jay Group Retirement Plan sits mid-pack in the medium band (197 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Jay Group Retirement Plan reported net income rose from -$721K in the plan year 2022 filing to $319K in the plan year 2023 filing.
  • The Jay Group Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Jay Group Retirement Plan reported participants fell from 213 in the plan year 2022 filing to 197 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 231723070 · The Jay Group PY 2023 · 401(k)

The Jay Group Retirement Plan · $4M · 197 · 39th

  • BOOK $4M
  • BOOK 197
  • BOOK 39th
  • BOOK 401(k)
  • BOOK near Schrock's Woodcrafts, Inc. 401(k) Retirement Plan
  • BOOK ind #7378

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

The Jay Group Retirement Plan in the asset neighbourhood

The Jay Group Retirement Plan$4MSchrock's Woodcrafts, Inc. 401(k) Retirement PlanSchrock's Woodcrafts, Inc. 4…$4MHopeless Records, Inc. 401(k) PlanHopeless Records, Inc. 401(k…$4MThe Hartford Gold Group, LLC 401(k) PlanThe Hartford Gold Group, LLC…$4MNorth American Credit Services, Inc. 401(k) PlanNorth American Credit Servic…$4M
End-of-year total assets ($M) among The Jay Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$319K
Employer EIN231723070
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Jay Group)

Sponsor-wide plan assets over time

All The Jay Group plans reported in each filing year

Latest sponsor-wide plan assets
$4M 19.917134987257953% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.42M $4.1M ▲ +19.9%
Year Plans Participants Total Assets
2022 1 213 $3M
2023 1 197 $4M
2024 1 175 $4M

Nearby 401(k) Plans in Pennsylvania

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

The Jay Group Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants The Jay Group Retirement Plan, Total assets ($B): 0.003736103 · Participants: 197The Jay Group Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
The Jay Group Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Jay Group Retirement Plan side-by-side with 3 peers →

The Jay Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Schrock's Woodcrafts, Inc. 401(k) Retirement Plan in OH ($4M); by covered participants it is Rave 401(k) Plan in MA (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 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 The Jay Group Retirement Plan assets move in 2023? ▼
The Jay Group Retirement Plan grew at a solid clip - up 9.4% during 2023, from $3M to $4M. Reported net income was $319K.
How have The Jay Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Jay Group's sponsor-wide assets grew 19.9%, from $3M to $4M.
Which 401(k) plans are similar in size to The Jay Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schrock's Woodcrafts, Inc. 401(k) Retirement Plan in OH ($4M, 79 participants).
Which 401(k) plans cover a similar participant headcount to The Jay Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rave 401(k) Plan in MA (197 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 231723070.

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.