401(k) · DOL Form 5500 · 2023

Jergens, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
265
Participants Below avg headcount
77th
Percentile by assets National rank
$100,395
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust · Sponsored by Jergens, Inc. · Ohio · Manufacturing

$27M in assets, 265 participants

Jergens, Inc.'s Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust reported $27M in total assets and 265 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #12,852 in Manufacturing (18,722 peers)

Coverage in Ohio

Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust covers 265 participants in Ohio, about 35% of the average Ohio filer (state average ~765 per filing). Assets: $27M.

#12,852
in Manufacturing (18,722 peers)
+11.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust's outsized position by total assets

Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust vs every filed plan by assets

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

$26,604,748 Top 23% higher than 77% 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

Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust 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. Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust reported participants fell from 289 in the plan year 2022 filing to 265 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 340249036 · Jergens, Inc. PY 2023 · 401(k)

Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust · $27M · 265 · 77th

  • ASSETS $27M
  • ASSETS 265
  • ASSETS 77th
  • ASSETS 401(k)
  • ASSETS near Axiom Resource Management, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #12852

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 Manufacturing retirement plans → · Plans in Ohio →

Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust in the asset neighbourhood

Regal Marine 401(k) Retirement PlanRegal Marine 401(k) Retireme…$27MPfm Incentive Savings Trust$27MXoriant Corporation 401(k) PlanXoriant Corporation 401(k) P…$27MJergens, Inc. Salary Reduction Profit Sharing Retirement Plan and TrustJergens, Inc. Salary Reducti…$27MAxiom Resource Management, Inc. 401(k) Profit Sharing PlanAxiom Resource Management, I…$27M
End-of-year total assets ($M) among Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN340249036
Plan Effective Date1965-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Jergens, Inc.)

Sponsor-wide plan assets over time

All Jergens, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 9.589186840318293% vs 2022
2024 filing year
$23M$24M$25M$26M$27M 202220232024 $23.9M $26.2M ▲ +9.6%
Year Plans Participants Total Assets
2022 1 289 $24M
2023 1 265 $27M
2024 1 245 $26M

Nearby 401(k) Plans in Ohio

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

Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust, Total assets ($B): 0.026604748 · Participants: 265Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust side-by-side with 3 peers →

Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Axiom Resource Management, Inc. 401(k) Profit Sharing Plan in VA ($27M); by covered participants it is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust assets move in 2023? ▼
Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust grew at a solid clip - up 11.5% during 2023, from $24M to $27M. Reported net income was $3M.
How have Jergens, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jergens, Inc.'s sponsor-wide assets grew 9.6%, from $24M to $26M.
Where does Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust ranks in the 77th 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 Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Axiom Resource Management, Inc. 401(k) Profit Sharing Plan in VA ($27M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 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 340249036.

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.