401(k) · DOL Form 5500 · 2023

Jrt Mechanical, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
162
Participants Small participant base
67th
Percentile by assets National rank
$91,158
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jrt Mechanical, Inc. Retirement Savings Plan · Sponsored by Jrt Mechanical, Inc. · Washington · Construction

$15M in assets, 162 participants

Jrt Mechanical, Inc.'s Jrt Mechanical, Inc. Retirement Savings Plan reported $15M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #5,921 in Construction (9,030 peers)

Coverage in Washington

Jrt Mechanical, Inc. Retirement Savings Plan covers 162 participants in Washington, about 11% of the average Washington filer (state average ~1,476 per filing). Assets: $15M.

#5,921
in Construction (9,030 peers)
+10.3%
assets growth YoY

Jrt Mechanical, Inc. Retirement Savings Plan's outsized position by total assets

Jrt Mechanical, Inc. Retirement Savings Plan vs every filed plan by assets

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

$14,767,544 Top 33% higher than 67% 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

Jrt Mechanical, Inc. 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. Jrt Mechanical, Inc. Retirement Savings Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jrt Mechanical, Inc. Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Jrt Mechanical, Inc. Retirement Savings Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 911621477 · Jrt Mechanical, Inc. PY 2023 · 401(k)

Jrt Mechanical, Inc. Retirement Savings Plan · $15M · 162 · 67th

  • RANK $15M
  • RANK 162
  • RANK 67th
  • RANK 401(k)
  • RANK near Robinson Industries Employee 401(k) Plan
  • RANK ind #5921

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 Construction retirement plans → · Plans in Washington →

Jrt Mechanical, Inc. Retirement Savings Plan in the asset neighbourhood

Jrt Mechanical, Inc. Retirement Savings PlanJrt Mechanical, Inc. Retirem…$15MRobinson Industries Employee 401(k) PlanRobinson Industries Employee…$15MLtm Inc. 401(k) Retirement PlanLtm Inc. 401(k) Retirement P…$15MUnited Footwear Group Profit Sharing PlanUnited Footwear Group Profit…$15MNixon Power Services 401(k) PlanNixon Power Services 401(k) …$15M
End-of-year total assets ($M) among Jrt Mechanical, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN911621477
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jrt Mechanical, Inc.)

Sponsor-wide plan assets over time

All Jrt Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 27.41694805479966% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.4M $17.1M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 162 $13M
2023 1 162 $15M
2024 1 187 $17M

Nearby 401(k) Plans in Washington

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

Jrt Mechanical, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Jrt Mechanical, Inc. Retirement Savings Plan, Total assets ($B): 0.014767544 · Participants: 162Jrt Mechanical, Inc. Retirement Savings PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Jrt Mechanical, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Jrt Mechanical, Inc. Retirement Savings Plan side-by-side with 3 peers →

Jrt Mechanical, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Robinson Industries Employee 401(k) Plan in MI ($15M); by covered participants it is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Jrt Mechanical, Inc. Retirement Savings Plan assets move in 2023? ▼
Jrt Mechanical, Inc. Retirement Savings Plan grew at a solid clip - up 10.3% during 2023, from $13M to $15M. Reported net income was $1M.
How have Jrt Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jrt Mechanical, Inc.'s sponsor-wide assets grew 27.4%, from $13M to $17M.
Which 401(k) plans are similar in size to Jrt Mechanical, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robinson Industries Employee 401(k) Plan in MI ($15M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Jrt Mechanical, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 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 911621477.

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.