401(k) · DOL Form 5500 · 2023

Jon-Don, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
486
Participants Below avg headcount
78th
Percentile by assets National rank
$55,100
Avg per participant Low balance/head
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Official DOL plan name: Jon-Don, LLC Employees' 401(k) Plan · Sponsored by Jon-Don, LLC · Illinois · Wholesale Trade

$27M in assets, 486 participants

Jon-Don, LLC's Jon-Don, LLC Employees' 401(k) Plan reported $27M in total assets and 486 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,819 in Wholesale Trade (6,309 peers)

Where Jon-Don, LLC Employees' 401(k) Plan sits by assets

Jon-Don, LLC Employees' 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 486 participants (~$55,100/participant), up 18.8% in 2023.

#4,819
in Wholesale Trade (6,309 peers)
+18.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Jon-Don, LLC Employees' 401(k) Plan's outsized position by total assets

Jon-Don, LLC Employees' 401(k) Plan vs every filed plan by assets

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

$26,778,374 Top 22% higher than 78% 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

Jon-Don, LLC Employees' 401(k) 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. Jon-Don, LLC Employees' 401(k) Plan sits mid-pack in the medium band (486 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jon-Don, LLC Employees' 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Jon-Don, LLC Employees' 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Jon-Don, LLC Employees' 401(k) Plan reported participants rose from 434 in the plan year 2022 filing to 486 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 362974501 · Jon-Don, LLC PY 2023 · 401(k)

Jon-Don, LLC Employees' 401(k) Plan · $27M · 486 · 78th

  • PCT $27M
  • EIN 486
  • RANK 78th
  • PHOTO 401(k)
  • IND near Highway Equipment Company Retirement Plan
  • EOY ind #4819

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 Wholesale Trade retirement plans → · Plans in Illinois →

Jon-Don, LLC Employees' 401(k) Plan in the asset neighbourhood

Jon-Don, LLC Employees' 401(k) PlanJon-Don, LLC Employees' 401(…$27MHighway Equipment Company Retirement PlanHighway Equipment Company Re…$27MSchnabel Foundation Company Profit Sharing PlanSchnabel Foundation Company …$27MNio USA, Inc. 401(k) Plan$27MDavid&goliath Employees 401(k)/Profit Sharing PlanDavid&goliath Employees 401(…$27M
End-of-year total assets ($M) among Jon-Don, LLC Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN362974501
Plan Effective Date1993-07-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Jon-Don, LLC)

Sponsor-wide plan assets over time

All Jon-Don, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 23.093276938010757% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $22.6M $27.8M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 434 $23M
2023 1 486 $27M
2024 1 478 $28M

Nearby 401(k) Plans in Illinois

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

Jon-Don, LLC Employees' 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Jon-Don, LLC Employees' 401(k) Plan, Total assets ($B): 0.026778374 · Participants: 486Jon-Don, LLC Employees' 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Jon-Don, LLC Employees' 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Jon-Don, LLC Employees' 401(k) Plan side-by-side with 3 peers →

Jon-Don, LLC Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Highway Equipment Company Retirement Plan in IA ($27M); by covered participants it is Sbera 401(k) Plan as Adopted by Middlesex Savings Bank in MA (486 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (486 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 Jon-Don, LLC Employees' 401(k) Plan assets move in 2023? ▼
Jon-Don, LLC Employees' 401(k) Plan grew sharply - up 18.8% during 2023, from $23M to $27M. Reported net income was $4M.
How have Jon-Don, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jon-Don, LLC's sponsor-wide assets grew 23.1%, from $23M to $28M.
Where does Jon-Don, LLC Employees' 401(k) Plan rank by assets among Form 5500 filers? ▼
Jon-Don, LLC Employees' 401(k) Plan ranks in the 78th 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 Jon-Don, LLC Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Highway Equipment Company Retirement Plan in IA ($27M, 170 participants).
Which 401(k) plans cover a similar participant headcount to Jon-Don, LLC Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sbera 401(k) Plan as Adopted by Middlesex Savings Bank in MA (486 participants, $94M 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 362974501.

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.