401(k) · DOL Form 5500 · 2023

Jeffreym Consulting, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
302
Participants Below avg headcount
63rd
Percentile by assets National rank
$40,775
Avg per participant Low balance/head
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Official DOL plan name: Jeffreym Consulting, LLC 401(k) Retirement Plan · Sponsored by Jeffreym Consulting, LLC · Washington · Professional & Technical Services

$12M in assets, 302 participants

Jeffreym Consulting, LLC's Jeffreym Consulting, LLC 401(k) Retirement Plan reported $12M in total assets and 302 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,642 in Professional & Technical Services (20,321 peers)

Coverage in Washington

Jeffreym Consulting, LLC 401(k) Retirement Plan covers 302 participants in Washington, about 20% of the average Washington filer (state average ~1,476 per filing). Assets: $12M.

#12,642
in Professional & Technical Services (20,321 peers)
+29.7%
assets growth YoY

Jeffreym Consulting, LLC 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Jeffreym Consulting, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$12,313,925 Top 37% higher than 63% 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

Jeffreym Consulting, LLC 401(k) Retirement 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. Jeffreym Consulting, LLC 401(k) Retirement Plan sits mid-pack in the medium band (302 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jeffreym Consulting, LLC 401(k) Retirement Plan reported net income rose from $701K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Jeffreym Consulting, LLC 401(k) Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Jeffreym Consulting, LLC 401(k) Retirement Plan reported participants fell from 321 in the plan year 2022 filing to 302 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 412113274 · Jeffreym Consulting, LLC PY 2023 · 401(k)

Jeffreym Consulting, LLC 401(k) Retirement Plan · $12M · 302 · 63rd

  • NET $12M
  • BOOK 302
  • VS-ST 63rd
  • BOY 401(k)
  • SCH near Cambridge Real Estate Services Inc., Profit Sharing and Employee Savings Benefit Plan
  • EBSA ind #12642

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 Washington →

Jeffreym Consulting, LLC 401(k) Retirement Plan in the asset neighbourhood

Zaheri Group Retirement Plan$12MJeffreym Consulting, LLC 401(k) Retirement PlanJeffreym Consulting, LLC 401…$12MCambridge Real Estate Services Inc., Profit Sharing and Employee Savings Benefit PlanCambridge Real Estate Servic…$12MLewco, Inc. 401(k) Plan$12MHall Industries, Inc. 401(k) Retirement PlanHall Industries, Inc. 401(k)…$12M
End-of-year total assets ($M) among Jeffreym Consulting, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN412113274
Plan Effective Date2012-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jeffreym Consulting, LLC)

Sponsor-wide plan assets over time

All Jeffreym Consulting, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 64.34506841617721% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $9.49M $15.6M ▲ +64.4%
Year Plans Participants Total Assets
2022 1 321 $9M
2023 1 302 $12M
2024 1 269 $16M

Nearby 401(k) Plans in Washington

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

Jeffreym Consulting, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Jeffreym Consulting, LLC 401(k) Retirement Plan, Total assets ($B): 0.012313925 · Participants: 302Jeffreym Consulting, LLC 401(k) Retirement PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Jeffreym Consulting, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Jeffreym Consulting, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Jeffreym Consulting, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Cambridge Real Estate Services Inc., Profit Sharing and Employee Savings Benefit Plan in OR ($12M); by covered participants it is Big Village Group USA Retirement Savings Plan in NJ (302 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (302 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 Jeffreym Consulting, LLC 401(k) Retirement Plan assets move in 2023? ▼
Jeffreym Consulting, LLC 401(k) Retirement Plan grew sharply - up 29.7% during 2023, from $9M to $12M. Reported net income was $3M.
How have Jeffreym Consulting, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeffreym Consulting, LLC's sponsor-wide assets grew 64.3%, from $9M to $16M.
Which 401(k) plans are similar in size to Jeffreym Consulting, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cambridge Real Estate Services Inc., Profit Sharing and Employee Savings Benefit Plan in OR ($12M, 241 participants).
Which 401(k) plans cover a similar participant headcount to Jeffreym Consulting, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big Village Group USA Retirement Savings Plan in NJ (302 participants, N/A 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 412113274.

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.