401(k) · DOL Form 5500 · 2023

Demmer Investments III, Inc 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
145
Participants Small participant base
68th
Percentile by assets National rank
$109,520
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jonaco Machine Deferred Savings and Profit Sharing Plan · Sponsored by Demmer Investments III, Inc · Minnesota · Manufacturing

$16M in assets, 145 participants

Demmer Investments III, Inc's Jonaco Machine Deferred Savings and Profit Sharing Plan reported $16M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #10,660 in Manufacturing (18,722 peers)

Coverage in Minnesota

Jonaco Machine Deferred Savings and Profit Sharing Plan covers 145 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $16M.

#10,660
in Manufacturing (18,722 peers)
+12.9%
assets growth YoY

Jonaco Machine Deferred Savings and Profit Sharing Plan's outsized position by total assets

Jonaco Machine Deferred Savings and Profit Sharing Plan vs every filed plan by assets

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

$15,880,391 Top 32% higher than 68% 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

Jonaco Machine Deferred Savings and Profit Sharing 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. Jonaco Machine Deferred Savings and Profit Sharing Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jonaco Machine Deferred Savings and Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Jonaco Machine Deferred Savings and Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Jonaco Machine Deferred Savings and Profit Sharing Plan reported participants rose from 142 in the plan year 2022 filing to 145 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 273546895 · Demmer Investments III, Inc PY 2023 · 401(k)

Jonaco Machine Deferred Savings and Profit Sharing Plan · $16M · 145 · 68th

  • TYPE $16M
  • TYPE 145
  • TYPE 68th
  • TYPE 401(k)
  • TYPE near Jhcc Holdings LLC 401(k) Plan
  • TYPE ind #10660

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 Manufacturing retirement plans → · Plans in Minnesota →

Jonaco Machine Deferred Savings and Profit Sharing Plan in the asset neighbourhood

Jonaco Machine Deferred Savings and Profit Sharing PlanJonaco Machine Deferred Savi…$16MJhcc Holdings LLC 401(k) Plan$16MBpg Real Estate Services 401(k) PlanBpg Real Estate Services 401…$16MSystel Business Equipment Co., Inc. 401(k) PspSystel Business Equipment Co…$16MThe Retirement Advantage, Inc. 401(k) PlanThe Retirement Advantage, In…$16M
End-of-year total assets ($M) among Jonaco Machine Deferred Savings and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN273546895
Plan Effective Date2005-10-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Demmer Investments III, Inc)

Sponsor-wide plan assets over time

All Demmer Investments III, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$18M 26.358646255796636% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.1M $17.8M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 142 $14M
2023 1 145 $16M
2024 1 140 $18M

Nearby 401(k) Plans in Minnesota

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

Jonaco Machine Deferred Savings and Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Jonaco Machine Deferred Savings and Profit Sharing Plan, Total assets ($B): 0.015880391 · Participants: 145Jonaco Machine Deferred Savings and Profit Sharing PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Jonaco Machine Deferred Savings and Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Jonaco Machine Deferred Savings and Profit Sharing Plan side-by-side with 3 peers →

Jonaco Machine Deferred Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Jhcc Holdings LLC 401(k) Plan in AL ($16M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Jonaco Machine Deferred Savings and Profit Sharing Plan assets move in 2023? ▼
Jonaco Machine Deferred Savings and Profit Sharing Plan grew at a solid clip - up 12.9% during 2023, from $14M to $16M. Reported net income was $2M.
How have Demmer Investments III, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Demmer Investments III, Inc's sponsor-wide assets grew 26.4%, from $14M to $18M.
Which 401(k) plans are similar in size to Jonaco Machine Deferred Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jhcc Holdings LLC 401(k) Plan in AL ($16M, 2,048 participants).
Which 401(k) plans cover a similar participant headcount to Jonaco Machine Deferred Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 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 273546895.

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.