401(k) · DOL Form 5500 · 2024

Don Jagoda Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
84
Participants Small participant base
60th
Percentile by assets National rank
$148,142
Avg per participant Above avg balance/head
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Official DOL plan name: Don Jagoda Associates, Inc. 401(k) Plan · Sponsored by Don Jagoda Associates, Inc. · New York · Professional & Technical Services

$12M in assets, 84 participants

Don Jagoda Associates, Inc.'s Don Jagoda Associates, Inc. 401(k) Plan reported $12M in total assets and 84 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,923 in Professional & Technical Services (20,173 peers)

Don Jagoda Associates, Inc. multi-year trail

Don Jagoda Associates, Inc.'s plans moved +25.3% in assets from 2022 to 2024; this filing shows Don Jagoda Associates, Inc. 401(k) Plan at $12M / 84 participants.

#11,923
in Professional & Technical Services (20,173 peers)
+1.5%
assets growth YoY

Don Jagoda Associates, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Don Jagoda Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$12,443,892 Top 40% higher than 60% 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

Don Jagoda Associates, Inc. 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. Don Jagoda Associates, Inc. 401(k) Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Don Jagoda Associates, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $184K in the plan year 2024 filing.
  • Don Jagoda Associates, Inc. 401(k) Plan reported participants rose from 73 in the plan year 2023 filing to 84 in the plan year 2024 filing.
  • Don Jagoda Associates, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 132723153 · Don Jagoda Associates, Inc. PY 2024 · 401(k)

Don Jagoda Associates, Inc. 401(k) Plan · $12M · 84 · 60th

  • NET $12M
  • NET 84
  • NET 60th
  • NET 401(k)
  • NET near Calvert Masonry, Inc. Employee Stock Ownership and Savings Plan
  • NET ind #11923

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 New York →

Don Jagoda Associates, Inc. 401(k) Plan in the asset neighbourhood

Don Jagoda Associates, Inc. 401(k) PlanDon Jagoda Associates, Inc. …$12MCalvert Masonry, Inc. Employee Stock Ownership and Savings PlanCalvert Masonry, Inc. Employ…$12MEasy Auto 401(k) Plan$12MPatel, Greene & Associates, LLC 401(k) PlanPatel, Greene & Associates, …$12MSpace150 401(k) Retirement PlanSpace150 401(k) Retirement P…$12M
End-of-year total assets ($M) among Don Jagoda Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Don Jagoda Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Don Jagoda Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 25.28814812562511% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.93M $12.4M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 67 $10M
2023 1 73 $12M
2024 1 84 $12M

Don Jagoda Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$184K
Employer EIN132723153
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Don Jagoda Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Don Jagoda Associates, Inc. 401(k) Plan, Total assets ($B): 0.012443892 · Participants: 84Don Jagoda Associates, Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Don Jagoda Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Don Jagoda Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Don Jagoda Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Calvert Masonry, Inc. Employee Stock Ownership and Savings Plan in VA ($12M); by covered participants it is Sentrillion Savings Investment Plan in AZ (84 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Don Jagoda Associates, Inc. 401(k) Plan assets move in 2024? ▼
Don Jagoda Associates, Inc. 401(k) Plan edged up modestly - up 1.5% during 2024, from $12M to $12M. Reported net income was $184K.
How have Don Jagoda Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Don Jagoda Associates, Inc.'s sponsor-wide assets grew 25.3%, from $10M to $12M.
Which 401(k) plans are similar in size to Don Jagoda Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Calvert Masonry, Inc. Employee Stock Ownership and Savings Plan in VA ($12M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Don Jagoda Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sentrillion Savings Investment Plan in AZ (84 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 132723153.

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.