Defined Benefit (Pension) · DOL Form 5500 · 2023

Jayco Premium Finance of California, Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
25th
Percentile by assets National rank
$160,046
Avg per participant Above avg balance/head
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Official DOL plan name: Jayco Cash Balance Plan · Sponsored by Jayco Premium Finance of California, Inc. · California · Professional & Technical Services

$1M in assets, 7 participants

Jayco Premium Finance of California, Inc.'s Jayco Cash Balance Plan reported $1M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,048 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Jayco Cash Balance Plan holds $1M for 7 participants - about $160,046 per participant, in the lower half of filed plans by assets.

#4,048
in Professional & Technical Services (20,321 peers)
+4.5%
assets growth YoY

Jayco Cash Balance Plan among the smaller filed plans by assets

Jayco Cash Balance Plan vs every filed plan by assets

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

$1,120,323 25th percentile higher than 25% 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

Jayco Cash Balance Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jayco Cash Balance Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jayco Cash Balance Plan reported net income fell from $348K in the plan year 2022 filing to $48K in the plan year 2023 filing.
  • Jayco Cash Balance Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 460797627 · Jayco Premium Finance of California, Inc. PY 2023 · Defined Benefit (Pension)

Jayco Cash Balance Plan · $1M · 7 · 25th

  • BOOK $1M
  • BOOK 7
  • BOOK 25th
  • BOOK Defined Benefit (Pension)
  • BOOK near John F. Polcyn Dental Lab, Inc. Pension Trust Plan
  • BOOK ind #4048

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 California →

Jayco Cash Balance Plan in the asset neighbourhood

Nefarius Inc. Defined Benefit Pension PlanNefarius Inc. Defined Benefi…$1MNorthwest Mobile Anesthesia Group Defined Benefit PlanNorthwest Mobile Anesthesia …$1MJayco Cash Balance Plan$1MJohn F. Polcyn Dental Lab, Inc. Pension Trust PlanJohn F. Polcyn Dental Lab, I…$1MUnited Food & Commercial Workers Pension Fund of Northeastern PennsylvaniaUnited Food & Commercial Wor…$1M
End-of-year total assets ($M) among Jayco Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$48K
Employer EIN460797627
Plan Effective Date2020-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jayco Premium Finance of California, Inc.)

Sponsor-wide plan assets over time

All Jayco Premium Finance of California, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 6.623670956911024% vs 2022
2024 filing year
$1.05M$1.1M$1.15M 202220232024 $1.07M $1.14M ▲ +6.5%
Year Plans Participants Total Assets
2022 1 7 $1M
2023 1 7 $1M
2024 1 8 $1M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Jayco Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Jayco Cash Balance Plan, Total assets ($B): 0.001120323 · Participants: 7Jayco Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Jayco Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Jayco Cash Balance Plan side-by-side with 3 peers →

Jayco Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is John F. Polcyn Dental Lab, Inc. Pension Trust Plan in IL ($1M); by covered participants it is David T. Jones, Dds Cash Balance Plan in NY (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Jayco Cash Balance Plan assets move in 2023? ▼
Jayco Cash Balance Plan edged up modestly - up 4.5% during 2023, from $1M to $1M. Reported net income was $48K.
How have Jayco Premium Finance of California, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jayco Premium Finance of California, Inc.'s sponsor-wide assets grew 6.6%, from $1M to $1M.
Where does Jayco Cash Balance Plan rank by assets among Form 5500 filers? ▼
Jayco Cash Balance Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Jayco Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is John F. Polcyn Dental Lab, Inc. Pension Trust Plan in IL ($1M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jayco Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is David T. Jones, Dds Cash Balance Plan in NY (7 participants, $658K 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 460797627.

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.