401(k) · DOL Form 5500 · 2024

J.M. Oliver, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
176
Participants Small participant base
70th
Percentile by assets National rank
$110,716
Avg per participant Below avg balance/head
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Official DOL plan name: J. M. Oliver 401(k) Retirement Plan · Sponsored by J.M. Oliver, Inc. · Pennsylvania · Construction

$19M in assets, 176 participants

J.M. Oliver, Inc.'s J. M. Oliver 401(k) Retirement Plan reported $19M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,206 in Construction (9,039 peers)

Coverage in Pennsylvania

J. M. Oliver 401(k) Retirement Plan covers 176 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $19M.

#6,206
in Construction (9,039 peers)
+10.7%
assets growth YoY

J. M. Oliver 401(k) Retirement Plan's outsized position by total assets

J. M. Oliver 401(k) Retirement Plan vs every filed plan by assets

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

$19,485,942 Top 30% higher than 70% 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. M. Oliver 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J. M. Oliver 401(k) Retirement Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J. M. Oliver 401(k) Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • J. M. Oliver 401(k) Retirement Plan reported participants fell from 193 in the plan year 2023 filing to 176 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 232287743 · J.M. Oliver, Inc. PY 2024 · 401(k)

J. M. Oliver 401(k) Retirement Plan · $19M · 176 · 70th

  • ASSETS $19M
  • ASSETS 176
  • ASSETS 70th
  • ASSETS 401(k)
  • ASSETS near Kershaw Company/Domex Superfresh Growers 401(k) Plan
  • ASSETS ind #6206

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 Construction retirement plans → · Plans in Pennsylvania →

J. M. Oliver 401(k) Retirement Plan in the asset neighbourhood

J. M. Oliver 401(k) Retirement PlanJ. M. Oliver 401(k) Retireme…$19MKershaw Company/Domex Superfresh Growers 401(k) PlanKershaw Company/Domex Superf…$19MDavis Development, Inc. 401(k) PlanDavis Development, Inc. 401(…$19MFive County Credit Union 401(k) Plan and TrustFive County Credit Union 401…$19MSafe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal AidSafe-Harbor 401(k) Profit Sh…$19M
End-of-year total assets ($M) among J. M. Oliver 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN232287743
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.M. Oliver, Inc.)

Sponsor-wide plan assets over time

All J.M. Oliver, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 24.540112248773163% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.7M $19.5M ▲ +24.5%
Year Plans Participants Total Assets
2022 1 198 $16M
2023 1 193 $18M
2024 1 176 $19M

Nearby 401(k) Plans in Pennsylvania

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

J. M. Oliver 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants J. M. Oliver 401(k) Retirement Plan, Total assets ($B): 0.019485942 · Participants: 176J. M. Oliver 401(k) Retirement 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. M. Oliver 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare J. M. Oliver 401(k) Retirement Plan side-by-side with 3 peers →

J. M. Oliver 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Kershaw Company/Domex Superfresh Growers 401(k) Plan in WA ($19M); by covered participants it is Central Texas Refuse 401(k) Plan in TX (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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. M. Oliver 401(k) Retirement Plan assets move in 2024? ▼
J. M. Oliver 401(k) Retirement Plan grew at a solid clip - up 10.7% during 2024, from $18M to $19M. Reported net income was $2M.
How have J.M. Oliver, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.M. Oliver, Inc.'s sponsor-wide assets grew 24.5%, from $16M to $19M.
Which 401(k) plans are similar in size to J. M. Oliver 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kershaw Company/Domex Superfresh Growers 401(k) Plan in WA ($19M, 323 participants).
Which 401(k) plans cover a similar participant headcount to J. M. Oliver 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Texas Refuse 401(k) Plan in TX (176 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 232287743.

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.