401(k) · DOL Form 5500 · 2024

J and R Associates 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
21
Participants Small participant base
29th
Percentile by assets National rank
$93,072
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J and R Companies 401(k) Plan · Sponsored by J and R Associates · Pennsylvania · Real Estate

$2M in assets, 21 participants

J and R Associates's J and R Companies 401(k) Plan reported $2M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,226 in Real Estate (4,605 peers)

What the 2024 filing shows

J and R Companies 401(k) Plan holds $2M for 21 participants - about $93,072 per participant, in the lower half of filed plans by assets.

#2,226
in Real Estate (4,605 peers)
-6.1%
assets change YoY

The plan reported a net loss of $128K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J and R Companies 401(k) Plan among the smaller filed plans by assets

J and R Companies 401(k) Plan vs every filed plan by assets

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

$1,954,503 29th percentile higher than 29% of 123,620 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 2024

J and R Companies 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J and R Companies 401(k) Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J and R Companies 401(k) Plan reported net income fell from $94K in the plan year 2023 filing to -$128K in the plan year 2024 filing.
  • J and R Companies 401(k) Plan reported participants fell from 32 in the plan year 2023 filing to 21 in the plan year 2024 filing.
  • J and R Companies 401(k) Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042663479 · J and R Associates PY 2024 · 401(k)

J and R Companies 401(k) Plan · $2M · 21 · 29th

  • BOY $2M
  • BOY 21
  • BOY 29th
  • BOY 401(k)
  • BOY near Tslw Corporation 401(k) Profit Sharing Plan
  • BOY ind #2226

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 Real Estate retirement plans → · Plans in Pennsylvania →

J and R Companies 401(k) Plan in the asset neighbourhood

J and R Companies 401(k) Plan$2MTslw Corporation 401(k) Profit Sharing PlanTslw Corporation 401(k) Prof…$2MMurray & Trettel, Inc. 401(k) Profit Sharing Plan and TrustMurray & Trettel, Inc. 401(k…$2MCogswell Motors, Inc. 401(k) Profit Sharing PlanCogswell Motors, Inc. 401(k)…$2MDayglo Ventures 401(k) Plan$2M
End-of-year total assets ($M) among J and R Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$128K
Employer EIN042663479
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J and R Associates)

Sponsor-wide plan assets over time

All J and R Associates plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.6943551672626862% vs 2022
2024 filing year
$1.9M$1.95M$2M$2.05M$2.1M 202220232024 $1.99M $1.95M ▼ -2.0%
Year Plans Participants Total Assets
2022 1 28 $2M
2023 1 32 $2M
2024 1 21 $2M

Nearby 401(k) Plans in Pennsylvania

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

J and R Companies 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants J and R Companies 401(k) Plan, Total assets ($B): 0.001954503 · Participants: 21J and R Companies 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
J and R Companies 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare J and R Companies 401(k) Plan side-by-side with 3 peers →

J and R Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Tslw Corporation 401(k) Profit Sharing Plan in IL ($2M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

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 J and R Companies 401(k) Plan assets move in 2024? ▼
J and R Companies 401(k) Plan pulled back noticeably - down 6.1% during 2024, from $2M to $2M. Reported net income was -$128K.
How have J and R Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J and R Associates's sponsor-wide assets declined 1.7%, from $2M to $2M.
Which 401(k) plans are similar in size to J and R Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tslw Corporation 401(k) Profit Sharing Plan in IL ($2M, 13 participants).
Which 401(k) plans cover a similar participant headcount to J and R Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Community Bank Employees' Retirement Plan in VA (21 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 042663479.

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.