401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$72M
Total assets Below avg plan size
647
Participants Below avg headcount
89th
Percentile by assets National rank
$111,112
Avg per participant Below avg balance/head
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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.

  • #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.

#7,842
in Construction (9,030 peers)
+34.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

J-Berd Mechanical Contractors, Inc. 401(k) Plan's outsized position by total assets

J-Berd Mechanical Contractors, Inc. 401(k) Plan vs every filed plan by assets

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

$71,889,211 Top 11% higher than 89% 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-Berd Mechanical Contractors, 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-Berd Mechanical Contractors, Inc. 401(k) Plan sits mid-pack in the medium band (647 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 411716695 · J-Berd Mechanical Contractors, Inc. PY 2023 · 401(k)

J-Berd Mechanical Contractors, Inc. 401(k) Plan · $72M · 647 · 89th

  • VS-ST $72M
  • VS-ST 647
  • VS-ST 89th
  • VS-ST 401(k)
  • VS-ST near Boyne Resorts 401(k) Retirement Plan
  • VS-ST ind #7842

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 Minnesota →

J-Berd Mechanical Contractors, Inc. 401(k) Plan in the asset neighbourhood

Lyons & Company, Inc. Multiple Employer PlanLyons & Company, Inc. Multip…$72MSavista 401(k) Plan$72MJ-Berd Mechanical Contractors, Inc. 401(k) PlanJ-Berd Mechanical Contractor…$72MBoyne Resorts 401(k) Retirement PlanBoyne Resorts 401(k) Retirem…$72MC.W. Matthews Contracting Company, Inc. 401(k) PlanC.W. Matthews Contracting Co…$72M
End-of-year total assets ($M) among J-Berd Mechanical Contractors, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$72M
Net Income$19M
Employer EIN411716695
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All J-Berd Mechanical Contractors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 63.3752058092936% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $53.3M $87.1M ▲ +63.4%
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 Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants J-Berd Mechanical Contractors, Inc. 401(k) Plan, Total assets ($B): 0.071889211 · Participants: 647J-Berd Mechanical Contractors, Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
J-Berd Mechanical Contractors, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare J-Berd Mechanical Contractors, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Boyne Resorts 401(k) Retirement Plan in MI ($72M); by covered participants it is Thrive Mortgage 401(k) Plan in TX (647 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($72M here).

Similar participant headcount

Nearest other-state filings by covered participants (647 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-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).
Which 401(k) plans cover a similar participant headcount to J-Berd Mechanical Contractors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thrive Mortgage 401(k) Plan in TX (647 participants, $19M 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 411716695.

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.