401(k) · DOL Form 5500 · 2024

Jcg Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$318K
Total assets Small plan by assets
3
Participants Small participant base
14th
Percentile by assets National rank
$106,052
Avg per participant Below avg balance/head
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Official DOL plan name: Jcg Investments, Inc. 401(k) Plan · Sponsored by Jcg Investments, Inc. · Texas · Other Services

$318K in assets, 3 participants

Jcg Investments, Inc.'s Jcg Investments, Inc. 401(k) Plan reported $318K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,315 in Other Services (7,719 peers)

Jcg Investments, Inc. multi-year trail

Jcg Investments, Inc.'s plans moved +25.0% in assets from 2022 to 2024; this filing shows Jcg Investments, Inc. 401(k) Plan at $318K / 3 participants.

#2,315
in Other Services (7,719 peers)
+5.9%
assets growth YoY

Jcg Investments, Inc. 401(k) Plan among the smaller filed plans by assets

Jcg Investments, Inc. 401(k) Plan vs every filed plan by assets

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

$318,155 14th percentile higher than 14% 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

Jcg Investments, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jcg Investments, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jcg Investments, Inc. 401(k) Plan reported net income fell from $46K in the plan year 2023 filing to $18K in the plan year 2024 filing.
  • Jcg Investments, Inc. 401(k) Plan reported participants fell from 6 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Jcg Investments, Inc. 401(k) Plan end-of-year assets rose from $300K in the plan year 2023 filing to $318K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 300838211 · Jcg Investments, Inc. PY 2024 · 401(k)

Jcg Investments, Inc. 401(k) Plan · $318K · 3 · 14th

  • EBSA $318K
  • EBSA 3
  • EBSA 14th
  • EBSA 401(k)
  • EBSA near Az Party Mart Inc. 401(k) Plan
  • EBSA ind #2315

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 Other Services retirement plans → · Plans in Texas →

Jcg Investments, Inc. 401(k) Plan in the asset neighbourhood

Jcg Investments, Inc. 401(k) PlanJcg Investments, Inc. 401(k)…$318KAz Party Mart Inc. 401(k) PlanAz Party Mart Inc. 401(k) Pl…$318KMjma, Inc. 401(k) Profit Sharing PlanMjma, Inc. 401(k) Profit Sha…$318KAdam's Apple, Inc. 401(k) PlanAdam's Apple, Inc. 401(k) Pl…$318KMal Consulting LLC Solo 401(k) PlanMal Consulting LLC Solo 401(…$318K
End-of-year total assets ($M) among Jcg Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jcg Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jcg Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$318K 24.98134049858188% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M 202220232024 $0.25M $0.32M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 3 $255K
2023 1 6 $300K
2024 2 5 $318K

Jcg Investments, Inc. filing trail (2024)

Total Assets (Beginning of Year)$300K
Net Assets (End of Year)$318K
Net Income$18K
Employer EIN300838211
Plan Effective Date2014-08-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Jcg Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Jcg Investments, Inc. 401(k) Plan, Total assets ($B): 0.000318155 · Participants: 3Jcg Investments, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Jcg Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Jcg Investments, Inc. 401(k) Plan side-by-side with 3 peers →

Jcg Investments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Az Party Mart Inc. 401(k) Plan in AZ ($318K); by covered participants it is Arizona Mortgage & Investments 401(k) Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($318K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Jcg Investments, Inc. 401(k) Plan assets move in 2024? ▼
Jcg Investments, Inc. 401(k) Plan grew at a solid clip - up 5.9% during 2024, from $300K to $318K. Reported net income was $18K.
How have Jcg Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jcg Investments, Inc.'s sponsor-wide assets grew 25.0%, from $255K to $318K.
Where does Jcg Investments, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Jcg Investments, Inc. 401(k) Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jcg Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Az Party Mart Inc. 401(k) Plan in AZ ($318K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Jcg Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arizona Mortgage & Investments 401(k) Plan in AZ (3 participants, $1M 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 300838211.

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.