401(k) · DOL Form 5500 · 2023

J-Berd Mechanical Contractors, Inc. 401(k) Plan

Data updated 2026-08-11

$72M
Total assets: 647
Participants: 89th
Percentile by assets: $111,112
Avg per participant

Official DOL plan name: J-Berd Mechanical Contractors, Inc. 401(k) Plan · Sponsored by J-Berd Mechanical Contractors, Inc. · Minnesota · Construction

$72M in assets, 647 participants

J-Berd Mechanical Contractors, Inc.'s J-Berd Mechanical Contractors, Inc. 401(k) Plan reported $72M in total assets and 647 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

89th percentile by assets (of 127,072 plans)
#7,842 in Construction (9,030 peers)

Where J-Berd Mechanical Contractors, Inc. 401(k) Plan sits by assets

J-Berd Mechanical Contractors, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $72M for 647 participants (~$111,112/participant), up 34.9% in 2023.

$72M
total plan assets (2023 EOY): 647
covered participants: 89th
percentile by assets (of 127,072 plans): $111,112
avg assets per participant

J-Berd Mechanical Contractors, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $19M in the plan year 2023 filing.
J-Berd Mechanical Contractors, Inc. 401(k) Plan end-of-year assets rose from $53M in the plan year 2022 filing to $72M in the plan year 2023 filing.
J-Berd Mechanical Contractors, Inc. 401(k) Plan reported participants rose from 627 in the plan year 2022 filing to 647 in the plan year 2023 filing.

See the national 2023→2024 release diff →

State

Minnesota

Industry

Construction

J-Berd Mechanical Contractors, Inc. 401(k) Plan vs the 2023 asset distribution

By assets, J-Berd Mechanical Contractors, Inc. 401(k) Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$53M
Net Assets (End of Year)	$72M
Net Income	$19M
Employer EIN	411716695
Plan Effective Date	2003-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (J-Berd Mechanical Contractors, Inc.)

Total plan assets by year, all J-Berd Mechanical Contractors, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	627	$53M
2023	1	647	$72M
2024	1	750	$87M

Nearby 401(k) Plans in Minnesota

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

J-Berd Mechanical Contractors, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
Target Corporation 401(k) Plan $13.0B · 432,617
Medtronic Savings and Investment Plan $12.9B · 44,342
3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
U.S. Bank 401(k) Savings Plan $10.3B · 75,272

Compare J-Berd Mechanical Contractors, Inc. 401(… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to J-Berd Mechanical Contractors, Inc. 401(k) Plan by total assets, not by location.

Boyne Resorts 401(k) Retirement Plan (MI) $72M · 7,724
Savista 401(k) Plan (GA) $72M · 1,530
C.W. Matthews Contracting Company, Inc. 401(k) Plan (GA) $72M · 1,269
Lyons & Company, Inc. Multiple Employer Plan (AL) $72M · 3,834

Frequently Asked Questions

How did J-Berd Mechanical Contractors, Inc. 401(k) Plan assets move in 2023? ▼

J-Berd Mechanical Contractors, Inc. 401(k) Plan surged - up 34.9% during 2023, from $53M to $72M. Reported net income was $19M.

How have J-Berd Mechanical Contractors, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), J-Berd Mechanical Contractors, Inc.'s sponsor-wide assets grew 63.4%, from $53M to $87M.

Where does J-Berd Mechanical Contractors, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

J-Berd Mechanical Contractors, Inc. 401(k) Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to J-Berd Mechanical Contractors, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Boyne Resorts 401(k) Retirement Plan in MI ($72M, 7,724 participants).

Next read for J-Berd Mechanical Contractors, Inc. 401(…

Scale reading

Ways to act on J-Berd Mechanical Contractors, Inc. 401(k) Plan's numbers.

By total assets, J-Berd Mechanical Contractors, Inc. 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
J-Berd Mechanical Contractors, Inc.'s sponsor-wide assets have grown 63.4% since 2022 across 3 plan years on file. More Construction plans

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 411716695.