JM EAGLE EMPLOYEES' PENSION PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
J-M MANFACTURING CO., INC
This Money Purchase plan holds $30M in total assets and serves 1,479 participants as of 2023. It is sponsored by J-M MANFACTURING CO., INC in California. The plan reported positive net income of $4M for the year.
What the Filing Says About JM EAGLE EMPLOYEES' PENSION PLAN
JM EAGLE EMPLOYEES' PENSION PLAN is a Money Purchase retirement plan sponsored by J-M MANFACTURING CO., INC, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $30M in total end-of-year assets and covers 1,479 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 840895616, and the plan has been effective since 1989-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $26M at the beginning of 2023 to $30M at year-end — a gain of 13.8%. Net assets (after liabilities) closed the year at $30M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $26M |
| Total Assets (End of Year) | $30M |
| Net Assets (End of Year) | $30M |
| Net Income | $4M |
| Plan Type | Money Purchase |
| Employer EIN | 840895616 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J-M MANFACTURING CO., INC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,772 | $109M |
| 2023 | 2 | 3,026 | $126M |
| 2024 | 2 | 2,584 | $137M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans — same state, same plan type — ranked by total assets.
- THE PERMANENTE CONTRIBUTION PLAN OF THE PERMANENTE MEDICAL GROUP, INC. $7.0B · 18,060
- KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN $5.1B · 36,330
- UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN $4.4B · 20,136
- CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIA $3.3B · 25,961
- DIRECTORS GUILD OF AMERICA-PRODUCER PENSION PLAN SUPPLEMENTAL BENEFIT PLAN $2.2B · 23,168
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Frequently Asked Questions
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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 840895616.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.