401(k) · DOL Form 5500 · 2023

Jetty United 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 168
Participants Small participant base: 51st
Percentile by assets National rank: $41,626
Avg per participant Low balance/head

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Official DOL plan name: Jetty United 401(k) Plan · Sponsored by Jetty United · Texas · Healthcare & Social Assistance

$7M in assets, 168 participants

Jetty United's Jetty United 401(k) Plan reported $7M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

#9,955 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Jetty United 401(k) Plan covers 168 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $7M.

#9,955
in Healthcare & Social Assistance (17,684 peers): +14.7%
assets growth YoY

Jetty United 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jetty United 401(k) Plan vs every filed plan by assets

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

$6,993,116 Top 49% higher than 51% 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

Jetty United 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. Jetty United 401(k) Plan sits mid-pack in the medium band (168 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Jetty United 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $894K in the plan year 2023 filing.
Jetty United 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 812003470 · Jetty United PY 2023 · 401(k)

Jetty United 401(k) Plan · $7M · 168 · 51st

EIN $7M
EIN 168
EIN 51st
EIN 401(k)
EIN near Oikos Holdings LLC Incentive Savings Plan
EIN ind #9955

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Jetty United 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$894K
Employer EIN	812003470
Plan Effective Date	2004-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Jetty United)

Latest sponsor-wide plan assets: $8M 32.4416709817441% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	169	$6M
2023	2	336	$14M
2024	1	229	$8M

Nearby 401(k) Plans in Texas

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

Jetty United 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Jetty United 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Oikos Holdings LLC Incentive Savings Plan in NY ($7M); by covered participants it is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Oikos Holdings LLC Incentive Savings Plan (NY) $7M · 15
Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan (NC) $7M · 253
401(k) Profit-Sharing Plan for Employees of Information & Referral Federation of Los Angeles County (CA) $7M · 103
Padgett, Inc. Retirement Savings Plan (IN) $7M · 63

Similar participant headcount

Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.

Jenkins Linc-Merc, Inc. 401(k) Plan (FL) 168 · 0 off
Deseret-Blue Mountain 401(k) Plan (UT) 168 · 0 off
Homer T. Hayward Lumber Co., Inc. 401(k) Profit Sharing Plan (CA) 168 · 0 off
Hannay Reels, Inc. Employee Retirement Plan (NY) 168 · 0 off

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 Jetty United 401(k) Plan assets move in 2023? ▼

Jetty United 401(k) Plan grew at a solid clip - up 14.7% during 2023, from $6M to $7M. Reported net income was $894K.

How have Jetty United plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jetty United's sponsor-wide assets grew 32.4%, from $6M to $8M.

Which 401(k) plans are similar in size to Jetty United 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Oikos Holdings LLC Incentive Savings Plan in NY ($7M, 15 participants).

Which 401(k) plans cover a similar participant headcount to Jetty United 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants, $3M 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 812003470.