401(k) · DOL Form 5500 · 2023

Jefferson Consulting Group, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
137
Participants Small participant base
52nd
Percentile by assets National rank
$53,976
Avg per participant Low balance/head
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Official DOL plan name: Jefferson Consulting Group LLC 401(k) Ps Plan · Sponsored by Jefferson Consulting Group, LLC · District of Columbia · Professional & Technical Services

$7M in assets, 137 participants

Jefferson Consulting Group, LLC's Jefferson Consulting Group LLC 401(k) Ps Plan reported $7M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,268 in Professional & Technical Services (20,321 peers)

Coverage in District of Columbia

Jefferson Consulting Group LLC 401(k) Ps Plan covers 137 participants in District of Columbia, about 9% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $7M.

#10,268
in Professional & Technical Services (20,321 peers)
+36.8%
assets growth YoY

Jefferson Consulting Group LLC 401(k) Ps Plan's mid-pack asset rank among Professional & Technical Services and all filers

Jefferson Consulting Group LLC 401(k) Ps Plan vs every filed plan by assets

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

$7,394,658 Top 48% higher than 52% 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

Jefferson Consulting Group LLC 401(k) Ps 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. Jefferson Consulting Group LLC 401(k) Ps Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jefferson Consulting Group LLC 401(k) Ps Plan reported net income rose from -$624K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Jefferson Consulting Group LLC 401(k) Ps Plan reported participants rose from 100 in the plan year 2022 filing to 137 in the plan year 2023 filing.
  • Jefferson Consulting Group LLC 401(k) Ps Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 522133838 · Jefferson Consulting Group, LLC PY 2023 · 401(k)

Jefferson Consulting Group LLC 401(k) Ps Plan · $7M · 137 · 52nd

  • SCH $7M
  • SCH 137
  • SCH 52nd
  • SCH 401(k)
  • SCH near Community Specialists, Inc. 401(k) & Profit Sharing Plan
  • SCH ind #10268

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 Professional & Technical Services retirement plans → · Plans in District of Columbia →

Jefferson Consulting Group LLC 401(k) Ps Plan in the asset neighbourhood

Jefferson Consulting Group LLC 401(k) Ps PlanJefferson Consulting Group L…$7MCommunity Specialists, Inc. 401(k) & Profit Sharing PlanCommunity Specialists, Inc. …$7MEndeavor Consulting Group, LLC 401(k) PlanEndeavor Consulting Group, L…$7MProterra Investment Partners LP Retirement Savings PlanProterra Investment Partners…$7MKeystops, LLC Employee Savings PlanKeystops, LLC Employee Savin…$7M
End-of-year total assets ($M) among Jefferson Consulting Group LLC 401(k) Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN522133838
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jefferson Consulting Group, LLC)

Sponsor-wide plan assets over time

All Jefferson Consulting Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 94.31602221637229% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.41M $10.5M ▲ +94.1%
Year Plans Participants Total Assets
2022 1 100 $5M
2023 1 137 $7M
2024 1 185 $11M

Nearby 401(k) Plans in District of Columbia

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

Jefferson Consulting Group LLC 401(k) Ps Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Jefferson Consulting Group LLC 401(k) Ps Plan, Total assets ($B): 0.007394658 · Participants: 137Jefferson Consulting Group LLC 401(k) Ps PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Jefferson Consulting Group LLC 401(k) Ps Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Jefferson Consulting Group LLC 401(k) Ps Plan side-by-side with 3 peers →

Jefferson Consulting Group LLC 401(k) Ps Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Community Specialists, Inc. 401(k) & Profit Sharing Plan in IL ($7M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Jefferson Consulting Group LLC 401(k) Ps Plan assets move in 2023? ▼
Jefferson Consulting Group LLC 401(k) Ps Plan surged - up 36.8% during 2023, from $5M to $7M. Reported net income was $2M.
How have Jefferson Consulting Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jefferson Consulting Group, LLC's sponsor-wide assets grew 94.3%, from $5M to $11M.
Which 401(k) plans are similar in size to Jefferson Consulting Group LLC 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community Specialists, Inc. 401(k) & Profit Sharing Plan in IL ($7M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Jefferson Consulting Group LLC 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Perinatal Services in AZ (137 participants, $2M 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 522133838.

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.