401(k) · DOL Form 5500 · 2023
The Jay Group, Ltd. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 119
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $40,157
- Avg per participant Low balance/head
Official DOL plan name: The Jay Group, Ltd. Retirement Savings Plan · Sponsored by The Jay Group, Ltd. · North Carolina · Wholesale Trade
$5M in assets, 119 participants
The Jay Group, Ltd.'s The Jay Group, Ltd. Retirement Savings Plan reported $5M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #2,064 in Wholesale Trade (6,309 peers)
Coverage in North Carolina
The Jay Group, Ltd. Retirement Savings Plan covers 119 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.
- #2,064
- in Wholesale Trade (6,309 peers)
- +29.0%
- assets growth YoY
The Jay Group, Ltd. Retirement Savings Plan's mid-pack asset rank among Wholesale Trade and all filers
The Jay Group, Ltd. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,778,712 43rd percentile higher than 43% of 127,068 filed plans
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, Ltd. 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. The Jay Group, Ltd. Retirement Savings Plan sits mid-pack in the medium band (119 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Jay Group, Ltd. Retirement Savings Plan reported net income rose from -$252K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- The Jay Group, Ltd. Retirement Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- The Jay Group, Ltd. Retirement Savings Plan reported participants rose from 112 in the plan year 2022 filing to 119 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 561677448 · The Jay Group, Ltd. PY 2023 · 401(k)
The Jay Group, Ltd. Retirement Savings Plan · $5M · 119 · 43rd
- PHOTO $5M
- PHOTO 119
- PHOTO 43rd
- PHOTO 401(k)
- PHOTO near Opto International 401(k) Plan
- PHOTO ind #2064
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 North Carolina →
The Jay Group, Ltd. Retirement Savings Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 561677448 |
| Plan Effective Date | 1985-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Jay Group, Ltd.)
Sponsor-wide plan assets over time
All The Jay Group, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 28.982928349717074% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 112 | $4M |
| 2023 | 1 | 119 | $5M |
| 2024 | 1 | 216 | $5M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
The Jay Group, Ltd. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Opto International 401(k) Plan in IL ($5M); by covered participants it is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (119 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.