401(k) · DOL Form 5500 · 2023

J.R. Group, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
238
Participants Below avg headcount
73rd
Percentile by assets National rank
$84,289
Avg per participant Below avg balance/head
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Official DOL plan name: J.R. Group, Inc. 401(k) Plan · Sponsored by J.R. Group, Inc. · New Jersey · Retail Trade

$20M in assets, 238 participants

J.R. Group, Inc.'s J.R. Group, Inc. 401(k) Plan reported $20M in total assets and 238 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,964 in Retail Trade (8,414 peers)

Coverage in New Jersey

J.R. Group, Inc. 401(k) Plan covers 238 participants in New Jersey, about 28% of the average New Jersey filer (state average ~844 per filing). Assets: $20M.

#6,964
in Retail Trade (8,414 peers)
+17.3%
assets growth YoY

J.R. Group, Inc. 401(k) Plan's outsized position by total assets

J.R. Group, Inc. 401(k) Plan vs every filed plan by assets

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

$20,060,840 Top 27% higher than 73% 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

J.R. Group, Inc. 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. J.R. Group, Inc. 401(k) Plan sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J.R. Group, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • J.R. Group, Inc. 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • J.R. Group, Inc. 401(k) Plan reported participants fell from 249 in the plan year 2022 filing to 238 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 223478814 · J.R. Group, Inc. PY 2023 · 401(k)

J.R. Group, Inc. 401(k) Plan · $20M · 238 · 73rd

  • EBSA $20M
  • PART 238
  • TYPE 73rd
  • NET 401(k)
  • BOOK near Elm Staffing, Inc. 401(k) Plan
  • VS-ST ind #6964

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 Retail Trade retirement plans → · Plans in New Jersey →

J.R. Group, Inc. 401(k) Plan in the asset neighbourhood

J.R. Group, Inc. 401(k) Plan$20MElm Staffing, Inc. 401(k) PlanElm Staffing, Inc. 401(k) Pl…$20MAleutian Pribilof Islands Association Inc. 401(k) PlanAleutian Pribilof Islands As…$20MJc Foodservice, Inc. 401(k) PlanJc Foodservice, Inc. 401(k) …$20MDt Global 401(k) Profit Sharing PlanDt Global 401(k) Profit Shar…$20M
End-of-year total assets ($M) among J.R. Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN223478814
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.R. Group, Inc.)

Sponsor-wide plan assets over time

All J.R. Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 27.67534770003201% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.1M $21.8M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 249 $17M
2023 1 238 $20M
2024 1 231 $22M

Nearby 401(k) Plans in New Jersey

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

J.R. Group, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants J.R. Group, Inc. 401(k) Plan, Total assets ($B): 0.02006084 · Participants: 238J.R. Group, Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
J.R. Group, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare J.R. Group, Inc. 401(k) Plan side-by-side with 3 peers →

J.R. Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Elm Staffing, Inc. 401(k) Plan in AL ($20M); by covered participants it is Idn Global, Inc. 401(k) Plan in MI (238 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (238 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 J.R. Group, Inc. 401(k) Plan assets move in 2023? ▼
J.R. Group, Inc. 401(k) Plan grew sharply - up 17.3% during 2023, from $17M to $20M. Reported net income was $3M.
How have J.R. Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.R. Group, Inc.'s sponsor-wide assets grew 27.7%, from $17M to $22M.
Which 401(k) plans are similar in size to J.R. Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elm Staffing, Inc. 401(k) Plan in AL ($20M, 938 participants).
Which 401(k) plans cover a similar participant headcount to J.R. Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idn Global, Inc. 401(k) Plan in MI (238 participants, $25M 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 223478814.

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.