401(k) · DOL Form 5500 · 2023

Junior Achievement USA 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
873
Participants Near avg headcount
81st
Percentile by assets National rank
$38,863
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ja USA 401(k) Plan · Sponsored by Junior Achievement USA · Colorado · Other Services

$34M in assets, 873 participants

Junior Achievement USA's Ja USA 401(k) Plan reported $34M in total assets and 873 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,127 in Other Services (7,857 peers)

Coverage in Colorado

Ja USA 401(k) Plan covers 873 participants in Colorado, 2.3x the typical Colorado plan (state average ~376 per filing). Assets: $34M.

#7,127
in Other Services (7,857 peers)
+39.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ja USA 401(k) Plan's outsized position by total assets

Ja USA 401(k) Plan vs every filed plan by assets

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

$33,927,752 Top 19% higher than 81% 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

Ja USA 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. Ja USA 401(k) Plan sits mid-pack in the medium band (873 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ja USA 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Ja USA 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Ja USA 401(k) Plan reported participants rose from 758 in the plan year 2022 filing to 873 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 841267604 · Junior Achievement USA PY 2023 · 401(k)

Ja USA 401(k) Plan · $34M · 873 · 81st

  • EIN $34M
  • RANK 873
  • PHOTO 81st
  • IND 401(k)
  • EOY near Discovery Life Sciences 401(k) Plan
  • 5500 ind #7127

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 Other Services retirement plans → · Plans in Colorado →

Ja USA 401(k) Plan in the asset neighbourhood

Ja USA 401(k) Plan$34MDiscovery Life Sciences 401(k) PlanDiscovery Life Sciences 401(…$34MWix.Com, Inc. 401(k) Plan$34MStewart-Haas Racing LLC 401(k) PlanStewart-Haas Racing LLC 401(…$34MFila USA, Inc. 401(k) Retirement Savings PlanFila USA, Inc. 401(k) Retire…$34M
End-of-year total assets ($M) among Ja USA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$34M
Net Income$10M
Employer EIN841267604
Plan Effective Date2019-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Junior Achievement USA)

Sponsor-wide plan assets over time

All Junior Achievement USA plans reported in each filing year

Latest sponsor-wide plan assets
$43M 76.92997500976396% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $24.3M $43M ▲ +76.9%
Year Plans Participants Total Assets
2022 1 758 $24M
2023 1 873 $34M
2024 1 941 $43M

Nearby 401(k) Plans in Colorado

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

Ja USA 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Ja USA 401(k) Plan, Total assets ($B): 0.033927752 · Participants: 873Ja USA 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Ja USA 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Ja USA 401(k) Plan side-by-side with 3 peers →

Ja USA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Discovery Life Sciences 401(k) Plan in AL ($34M); by covered participants it is Efi 401(k) Savings Plan in CA (873 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (873 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 Ja USA 401(k) Plan assets move in 2023? ▼
Ja USA 401(k) Plan surged - up 39.5% during 2023, from $24M to $34M. Reported net income was $10M.
How have Junior Achievement USA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Junior Achievement USA's sponsor-wide assets grew 76.9%, from $24M to $43M.
Where does Ja USA 401(k) Plan rank by assets among Form 5500 filers? ▼
Ja USA 401(k) Plan ranks in the 81st 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 Ja USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Discovery Life Sciences 401(k) Plan in AL ($34M, 445 participants).
Which 401(k) plans cover a similar participant headcount to Ja USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Efi 401(k) Savings Plan in CA (873 participants, $244M 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 841267604.

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.