401(k) · DOL Form 5500 · 2024

Jgb Management Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
7
Participants Small participant base
50th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Jgb Management Inc. Retirement Plan · Sponsored by Jgb Management Inc. · Connecticut · Finance & Insurance

$8M in assets, 7 participants

Jgb Management Inc.'s Jgb Management Inc. Retirement Plan reported $8M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,944 in Finance & Insurance (8,549 peers)

Jgb Management Inc. multi-year trail

Jgb Management Inc.'s plans moved +68.7% in assets from 2022 to 2024; this filing shows Jgb Management Inc. Retirement Plan at $8M / 7 participants.

#2,944
in Finance & Insurance (8,549 peers)
+30.4%
assets growth YoY

Jgb Management Inc. Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Jgb Management Inc. Retirement Plan vs every filed plan by assets

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

$7,547,933 Top 50% higher than 50% 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

Jgb Management Inc. Retirement 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. Jgb Management Inc. Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jgb Management Inc. Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Jgb Management Inc. Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Jgb Management Inc. Retirement Plan reported participants rose from 6 in the plan year 2023 filing to 7 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 300289266 · Jgb Management Inc. PY 2024 · 401(k)

Jgb Management Inc. Retirement Plan · $8M · 7 · 50th

  • BOOK $8M
  • VS-ST 7
  • BOY 50th
  • SCH 401(k)
  • EBSA near Tarditi, Inc. 401(k) Profit Sharing Plan
  • PART ind #2944

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 Connecticut →

Jgb Management Inc. Retirement Plan in the asset neighbourhood

Jgb Management Inc. Retirement PlanJgb Management Inc. Retireme…$8MTarditi, Inc. 401(k) Profit Sharing PlanTarditi, Inc. 401(k) Profit …$8MCommonwealth Senior Living 401(k) PlanCommonwealth Senior Living 4…$8MContinuum Companies Inc. 401(k) PlanContinuum Companies Inc. 401…$8MSource Group 401(k) Plan$8M
End-of-year total assets ($M) among Jgb Management Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jgb Management Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jgb Management Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 68.71839715205824% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.47M $7.55M ▲ +68.9%
Year Plans Participants Total Assets
2022 1 6 $4M
2023 1 6 $6M
2024 1 7 $8M

Jgb Management Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN300289266
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Jgb Management Inc. Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Jgb Management Inc. Retirement Plan, Total assets ($B): 0.007547933 · Participants: 7Jgb Management Inc. Retirement PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Jgb Management Inc. Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Jgb Management Inc. Retirement Plan side-by-side with 3 peers →

Jgb Management Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Tarditi, Inc. 401(k) Profit Sharing Plan in CA ($8M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Jgb Management Inc. Retirement Plan assets move in 2024? ▼
Jgb Management Inc. Retirement Plan surged - up 30.4% during 2024, from $6M to $8M. Reported net income was $2M.
How have Jgb Management Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jgb Management Inc.'s sponsor-wide assets grew 68.7%, from $4M to $8M.
Which 401(k) plans are similar in size to Jgb Management Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tarditi, Inc. 401(k) Profit Sharing Plan in CA ($8M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Jgb Management Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 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 300289266.

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.