401(k) · DOL Form 5500 · 2023

Jonathan Engineered Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
242
Participants Below avg headcount
75th
Percentile by assets National rank
$96,957
Avg per participant Below avg balance/head
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Official DOL plan name: Jonathan Group 401(k) Plan · Sponsored by Jonathan Engineered Solutions, Inc. · California · Manufacturing

$23M in assets, 242 participants

Jonathan Engineered Solutions, Inc.'s Jonathan Group 401(k) Plan reported $23M in total assets and 242 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #12,373 in Manufacturing (18,722 peers)

Coverage in California

Jonathan Group 401(k) Plan covers 242 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $23M.

#12,373
in Manufacturing (18,722 peers)
+58.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Jonathan Group 401(k) Plan's outsized position by total assets

Jonathan Group 401(k) Plan vs every filed plan by assets

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

$23,463,653 Top 25% higher than 75% 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

Jonathan Group 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. Jonathan Group 401(k) Plan sits mid-pack in the medium band (242 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jonathan Group 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Jonathan Group 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Jonathan Group 401(k) Plan reported participants rose from 213 in the plan year 2022 filing to 242 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953112735 · Jonathan Engineered Solutions, Inc. PY 2023 · 401(k)

Jonathan Group 401(k) Plan · $23M · 242 · 75th

  • SCH $23M
  • EBSA 242
  • PART 75th
  • TYPE 401(k)
  • NET near Noodles & Company 401(k) Plan
  • BOOK ind #12373

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 California →

Jonathan Group 401(k) Plan in the asset neighbourhood

T-Rex Solutions, LLC 401 (K) & Profit Sharing PlanT-Rex Solutions, LLC 401 (K)…$23MJonathan Group 401(k) Plan$23MNoodles & Company 401(k) Plan$23MBpl Plasma, Inc. & Affiliates 401(k) and Profit Sharing PlanBpl Plasma, Inc. & Affiliate…$23MComputational Physics, Inc. Retirement PlanComputational Physics, Inc. …$23M
End-of-year total assets ($M) among Jonathan Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN953112735
Plan Effective Date1984-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jonathan Engineered Solutions, Inc.)

Sponsor-wide plan assets over time

All Jonathan Engineered Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 78.24290338065316% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $14.8M $26.3M ▲ +78.2%
Year Plans Participants Total Assets
2022 1 213 $15M
2023 1 242 $23M
2024 1 315 $26M

Nearby 401(k) Plans in California

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

Jonathan Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jonathan Group 401(k) Plan, Total assets ($B): 0.023463653 · Participants: 242Jonathan Group 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Jonathan Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jonathan Group 401(k) Plan side-by-side with 3 peers →

Jonathan Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Noodles & Company 401(k) Plan in CO ($23M); by covered participants it is Boro 401(k) Plan in TX (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 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 Jonathan Group 401(k) Plan assets move in 2023? ▼
Jonathan Group 401(k) Plan surged - up 58.9% during 2023, from $15M to $23M. Reported net income was $4M.
How have Jonathan Engineered Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jonathan Engineered Solutions, Inc.'s sponsor-wide assets grew 78.2%, from $15M to $26M.
Where does Jonathan Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Jonathan Group 401(k) Plan ranks in the 75th 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 Jonathan Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Noodles & Company 401(k) Plan in CO ($23M, 3,668 participants).
Which 401(k) plans cover a similar participant headcount to Jonathan Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boro 401(k) Plan in TX (242 participants, $4M 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 953112735.

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.