401(k) · DOL Form 5500 · 2024
Jefferson Capital Systems, LLC 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 200
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $68,937
- Avg per participant Below avg balance/head
Official DOL plan name: Jefferson Capital Systems, LLC 401(k) Plan · Sponsored by Jefferson Capital Systems, LLC · Minnesota · Administrative & Support Services
$14M in assets, 200 participants
Jefferson Capital Systems, LLC's Jefferson Capital Systems, LLC 401(k) Plan reported $14M in total assets and 200 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #3,481 in Administrative & Support Services (4,368 peers)
Coverage in Minnesota
Jefferson Capital Systems, LLC 401(k) Plan covers 200 participants in Minnesota, about 18% of the average Minnesota filer (state average ~1,126 per filing). Assets: $14M.
- #3,481
- in Administrative & Support Services (4,368 peers)
- +24.1%
- assets growth YoY
Jefferson Capital Systems, LLC 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers
Jefferson Capital Systems, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,787,368 Top 37% higher than 63% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Jefferson Capital Systems, LLC 401(k) 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. Jefferson Capital Systems, LLC 401(k) Plan sits mid-pack in the medium band (200 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jefferson Capital Systems, LLC 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Jefferson Capital Systems, LLC 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Jefferson Capital Systems, LLC 401(k) Plan reported participants rose from 197 in the plan year 2023 filing to 200 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 203686718 · Jefferson Capital Systems, LLC PY 2024 · 401(k)
Jefferson Capital Systems, LLC 401(k) Plan · $14M · 200 · 63rd
- BOOK $14M
- VS-ST 200
- BOY 63rd
- SCH 401(k)
- EBSA near Brightwheel 401(k) Plan
- PART ind #3481
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 Administrative & Support Services retirement plans → · Plans in Minnesota →
Jefferson Capital Systems, LLC 401(k) Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 203686718 |
| Plan Effective Date | 2012-07-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jefferson Capital Systems, LLC)
Sponsor-wide plan assets over time
All Jefferson Capital Systems, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 24.119211038077754% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 197 | $11M |
| 2024 | 1 | 200 | $14M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Jefferson Capital Systems, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Brightwheel 401(k) Plan in CA ($14M); by covered participants it is Tata Elxsi 401(k) Plan in MI (200 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Brightwheel 401(k) Plan (CA) $14M · 418
- Printron 401(k) Profit Sharing Plan (WI) $14M · 112
- Heath Ceramics, Ltd. 401(k) Plan (CA) $14M · 170
- Oxford Nanopore 401(k) (NY) $14M · 166
Similar participant headcount
Nearest other-state filings by covered participants (200 participants); asset peers above are excluded.
- Tata Elxsi 401(k) Plan (MI) 200 · 0 off
- Holistic Care Home Health Agency, Inc. 401(k) Plan (TX) 200 · 0 off
- Atlantic Coast Dining Inc 401(k) Plan (VA) 200 · 0 off
- Golden State Medical Supply, Inc. 401(k) Plan (CA) 200 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.