401(k) · DOL Form 5500 · 2024

Juno Financial Group, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 6
Participants Small participant base: 30th
Percentile by assets National rank: $353,937
Avg per participant High balance/head

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Official DOL plan name: Jfg 401(k) Profit Sharing Plan & Trust · Sponsored by Juno Financial Group, LLC · Virginia · Finance & Insurance

$2M in assets, 6 participants

Juno Financial Group, LLC's Jfg 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

#1,631 in Finance & Insurance (8,549 peers)

Juno Financial Group, LLC multi-year trail

Juno Financial Group, LLC's plans moved +51.1% in assets from 2022 to 2024; this filing shows Jfg 401(k) Profit Sharing Plan & Trust at $2M / 6 participants.

#1,631
in Finance & Insurance (8,549 peers): +22.2%
assets growth YoY

Jfg 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Jfg 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,123,624 30th percentile higher than 30% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Jfg 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jfg 401(k) Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Jfg 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Jfg 401(k) Profit Sharing Plan & Trust reported net income rose from $332K in the plan year 2023 filing to $386K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 301151813 · Juno Financial Group, LLC PY 2024 · 401(k)

Jfg 401(k) Profit Sharing Plan & Trust · $2M · 6 · 30th

EBSA $2M
EBSA 6
EBSA 30th
EBSA 401(k)
EBSA near C & C Concrete 401(k) Plan
EBSA ind #1631

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 Finance & Insurance retirement plans → · Plans in Virginia →

End-of-year total assets ($M) among Jfg 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Juno Financial Group, LLC multi-year asset trail

Latest sponsor-wide plan assets: $2M 51.09234059568243% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	5	$1M
2023	1	6	$2M
2024	1	6	$2M

Juno Financial Group, LLC filing trail (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$386K
Employer EIN	301151813
Plan Effective Date	2013-09-15
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Jfg 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants

Northrop Grumman Savings Plan $39.5B · 104,719
401(k) Pension Plan $16.8B · 62,869
General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
Leidos, Inc. Retirement Plan $11.8B · 29,734

Compare Jfg 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Jfg 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is C & C Concrete 401(k) Plan in FL ($2M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

C & C Concrete 401(k) Plan (FL) $2M · 218
Mid-Columbia Children's Council, Inc. 401(k) Plan (OR) $2M · 120
401(k) Profit Sharing Plan for Employees of Progress, Inc. (TN) $2M · 123
Birch Family Pharmacy Retirement Plan (UT) $2M · 49

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

Caliche, Ltd 401(k) (TX) 6 · 0 off
Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jfg 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼

Jfg 401(k) Profit Sharing Plan & Trust grew sharply - up 22.2% during 2024, from $2M to $2M. Reported net income was $386K.

How have Juno Financial Group, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Juno Financial Group, LLC's sponsor-wide assets grew 51.1%, from $1M to $2M.

Which 401(k) plans are similar in size to Jfg 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is C & C Concrete 401(k) Plan in FL ($2M, 218 participants).

Which 401(k) plans cover a similar participant headcount to Jfg 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 301151813.