401(k) · DOL Form 5500 · 2022

Jeol USA, Inc. 401(k) Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
210
Participants Below avg headcount
92nd
Percentile by assets National rank
$423,914
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jeol USA Inc. Employees Retirement Plan and Trust · Sponsored by Jeol USA, Inc. · Massachusetts · Professional & Technical Services

$89M in assets, 210 participants

Jeol USA, Inc.'s Jeol USA Inc. Employees Retirement Plan and Trust reported $89M in total assets and 210 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #20,101 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

Jeol USA Inc. Employees Retirement Plan and Trust covers 210 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~659 per filing). Assets: $89M.

#20,101
in Professional & Technical Services (21,562 peers)
-21.4%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jeol USA Inc. Employees Retirement Plan and Trust's outsized position by total assets

Jeol USA Inc. Employees Retirement Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$89,021,855 Top 8% higher than 92% of 139,123 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 2022

Jeol USA Inc. Employees Retirement Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeol USA Inc. Employees Retirement Plan and Trust sits mid-pack in the medium band (210 participants).

DOL schedule card

Filing strip 046058420 · Jeol USA, Inc. PY 2022 · 401(k)

Jeol USA Inc. Employees Retirement Plan and Trust · $89M · 210 · 92nd

  • ASSETS $89M
  • PCT 210
  • EIN 92nd
  • RANK 401(k)
  • PHOTO near The Imagine Group 401(k) Savings Plan
  • IND ind #20101

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 Massachusetts →

Jeol USA Inc. Employees Retirement Plan and Trust in the asset neighbourhood

Jeol USA Inc. Employees Retirement Plan and TrustJeol USA Inc. Employees Reti…$89MThe Imagine Group 401(k) Savings PlanThe Imagine Group 401(k) Sav…$89MCharter Next Generation, Inc. 401(k) PlanCharter Next Generation, Inc…$89MWhiteford, Taylor & Preston LLP Partners & Staff 401(k) Savings PlanWhiteford, Taylor & Preston …$89MOmaha Steaks 401(k) Plan$89M
End-of-year total assets ($M) among Jeol USA Inc. Employees Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$113M
Net Assets (End of Year)$89M
Net Income-$25M
Employer EIN046058420
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jeol USA, Inc.)

Sponsor-wide plan assets over time

All Jeol USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$124M 39.74742831409209% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $89M $124M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 210 $89M
2023 1 235 $107M
2024 1 247 $124M

Nearby 401(k) Plans in Massachusetts

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

Jeol USA Inc. Employees Retirement Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Jeol USA Inc. Employees Retirement Plan and Trust, Total assets ($B): 0.089021855 · Participants: 210Jeol USA Inc. Employees Retirement Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Jeol USA Inc. Employees Retirement Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Jeol USA Inc. Employees Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The Imagine Group 401(k) Savings Plan in MN ($89M); by covered participants it is Nova Mud Inc. 401(k) Profit Sharing Plan in NM (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jeol USA Inc. Employees Retirement Plan and Trust assets move in 2022? ▼
Jeol USA Inc. Employees Retirement Plan and Trust declined sharply - down 21.4% during 2022, from $113M to $89M. Reported net income was -$25M.
How have Jeol USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeol USA, Inc.'s sponsor-wide assets grew 39.7%, from $89M to $124M.
Where does Jeol USA Inc. Employees Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Jeol USA Inc. Employees Retirement Plan and Trust ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Jeol USA Inc. Employees Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Imagine Group 401(k) Savings Plan in MN ($89M, 1,212 participants).
Which 401(k) plans cover a similar participant headcount to Jeol USA Inc. Employees Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nova Mud Inc. 401(k) Profit Sharing Plan in NM (210 participants, $7M in assets).