401(k) · DOL Form 5500 · 2023
Jr & Co., Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 57
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $55,374
- Avg per participant Low balance/head
Official DOL plan name: Jr & Co., Inc. Employees Savings Trust · Sponsored by Jr & Co., Inc. · Missouri · Construction
$3M in assets, 57 participants
Jr & Co., Inc.'s Jr & Co., Inc. Employees Savings Trust reported $3M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #3,117 in Construction (9,030 peers)
Jr & Co., Inc. multi-year trail
Jr & Co., Inc.'s plans moved +51.7% in assets from 2022 to 2024; this filing shows Jr & Co., Inc. Employees Savings Trust at $3M / 57 participants.
- #3,117
- in Construction (9,030 peers)
- +15.3%
- assets growth YoY
Jr & Co., Inc. Employees Savings Trust's mid-pack asset rank among Construction and all filers
Jr & Co., Inc. Employees Savings Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,156,323 36th percentile higher than 36% 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
Jr & Co., Inc. Employees Savings Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jr & Co., Inc. Employees Savings Trust is a small filing (57 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jr & Co., Inc. Employees Savings Trust reported net income rose from -$600K in the plan year 2022 filing to $420K in the plan year 2023 filing.
- Jr & Co., Inc. Employees Savings Trust reported participants fell from 234 in the plan year 2022 filing to 57 in the plan year 2023 filing.
- Jr & Co., Inc. Employees Savings Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
DOL schedule card
Filing strip 710871020 · Jr & Co., Inc. PY 2023 · 401(k)
Jr & Co., Inc. Employees Savings Trust · $3M · 57 · 36th
- 5500 $3M
- ASSETS 57
- PCT 36th
- EIN 401(k)
- RANK near Summit Construction, Inc. 401(k) Profit Sharing Plan and Trust
- PHOTO ind #3117
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 Construction retirement plans → · Plans in Missouri →
Jr & Co., Inc. Employees Savings Trust in the asset neighbourhood
Jr & Co., Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Jr & Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 51.68539325842697% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 234 | $3M |
| 2023 | 1 | 57 | $3M |
| 2024 | 1 | 217 | $4M |
Jr & Co., Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $420K |
| Employer EIN | 710871020 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Jr & Co., Inc. Employees Savings Trust's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Summit Construction, Inc. 401(k) Profit Sharing Plan and Trust in MD ($3M); by covered participants it is The Herjavec Group Corp 401(k) Plan in CA (57 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (57 participants); asset peers above are excluded.
- The Herjavec Group Corp 401(k) Plan (CA) 57 · 0 off
- Gallagher Asphalt Corporation Employees' Profit Sharing Plan (IL) 57 · 0 off
- Baker Tilly Wealth Management Pep (SD) 57 · 0 off
- Kwik Goal Ltd. 401(k) Plan (PA) 57 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.