401(k) · DOL Form 5500 · 2023
Jre Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $149M
- Total assets Near avg plan size
- 1,939
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $76,609
- Avg per participant Below avg balance/head
Official DOL plan name: Jre & 4r Employee Retirement Plan · Sponsored by Jre Holdings, Inc. · Virginia · Wholesale Trade
$149M in assets, 1,939 participants
Jre Holdings, Inc.'s Jre & 4r Employee Retirement Plan reported $149M in total assets and 1,939 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #5,991 in Wholesale Trade (6,309 peers)
Coverage in Virginia
Jre & 4r Employee Retirement Plan covers 1,939 participants in Virginia, 2.5x the typical Virginia plan (state average ~782 per filing). Assets: $149M.
- #5,991
- in Wholesale Trade (6,309 peers)
- +16.6%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Jre & 4r Employee Retirement Plan's outsized position by total assets
Jre & 4r Employee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$148,544,581 Top 7% higher than 93% 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
Jre & 4r Employee Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jre & 4r Employee Retirement Plan lands in the large band (1,939 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jre & 4r Employee Retirement Plan reported net income rose from -$15M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Jre & 4r Employee Retirement Plan end-of-year assets rose from $127M in the plan year 2022 filing to $149M in the plan year 2023 filing.
- Jre & 4r Employee Retirement Plan reported participants rose from 1,805 in the plan year 2022 filing to 1,939 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 542016503 · Jre Holdings, Inc. PY 2023 · 401(k)
Jre & 4r Employee Retirement Plan · $149M · 1,939 · 93rd
- VS-ST $149M
- VS-ST 1,939
- VS-ST 93rd
- VS-ST 401(k)
- VS-ST near Duravant 401(k) Plan
- VS-ST ind #5991
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 Virginia →
Jre & 4r Employee Retirement Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $127M |
|---|---|
| Net Assets (End of Year) | $149M |
| Net Income | $21M |
| Employer EIN | 542016503 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jre Holdings, Inc.)
Sponsor-wide plan assets over time
All Jre Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $182M 42.53743986960469% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,805 | $127M |
| 2023 | 1 | 1,939 | $149M |
| 2024 | 1 | 1,968 | $182M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Jre & 4r Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Duravant 401(k) Plan in IL ($148M); by covered participants it is Neuberger Berman Group 401(k) Plan in NY (1,939 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($149M here).
- Duravant 401(k) Plan (IL) $148M · 1,925
- United Urology Group Retirement Plan (MD) $148M · 1,293
- Logix Employment Services, Inc. Employee Savings Plan (CA) $148M · 863
- Rumpke 401(k) Retirement Plan (OH) $149M · 3,331
Similar participant headcount
Nearest other-state filings by covered participants (1,939 participants); asset peers above are excluded.
- Neuberger Berman Group 401(k) Plan (NY) 1,939 · 0 off
- The Sycuan Band of the Kumeyaay Nation 401(k) Retirement Savings Plan (CA) 1,939 · 0 off
- Am/Ns Calvert LLC 401(k) Plan (AL) 1,940 · 1 off
- The Cook & Boardman Group, LLC 401(k) Plan (NC) 1,940 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.