Money Purchase · DOL Form 5500 · 2023
J.M.F. Company, Inc. Money Purchase Plan
Data updated 2026-08-11
- $10M
- Total assets
- 132
- Participants
- 58th
- Percentile by assets
- $72,827
- Avg per participant
Official DOL plan name: J.M.F. Company, Inc. Pension Plan · Sponsored by J.M.F. Company, Inc. · Idaho · Transportation & Warehousing
$10M in assets, 132 participants
J.M.F. Company, Inc.'s J.M.F. Company, Inc. Pension Plan reported $10M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- 58th percentile by assets (of 127,072 plans)
- #1,965 in Transportation & Warehousing (3,362 peers)
Coverage in Idaho
J.M.F. Company, Inc. Pension Plan covers 132 participants in Idaho, about 38% of the average Idaho filer (state average ~347 per filing). Assets: $10M.
- $10M
- total plan assets (2023 EOY)
- 132
- covered participants
- 58th
- percentile by assets (of 127,072 plans)
- $72,827
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- J.M.F. Company, Inc. Pension Plan reported net income rose from $191K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- J.M.F. Company, Inc. Pension Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- J.M.F. Company, Inc. Pension Plan reported participants fell from 135 in the plan year 2022 filing to 132 in the plan year 2023 filing.
Participants vs Idaho filers
In Idaho, the average filing covers about 347 participants across 760 plans. J.M.F. Company, Inc. Pension Plan reports 132 participants - about 38% of that state average ($10M EOY assets).
Idaho filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 820299482 |
| Plan Effective Date | 1977-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J.M.F. Company, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $9M |
| 2023 | 1 | 132 | $10M |
| 2024 | 1 | 131 | $9M |
Nearby Money Purchase Plans in Idaho
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
J.M.F. Company, Inc. Pension Plan vs. nearby Money Purchase plans in Idaho, assets vs. participants
- National Electrical Annuity Plan $15.8B · 84,425
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Tiaa Retirement Plan $5.3B · 12,501
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to J.M.F. Company, Inc. Pension Plan by total assets, not by location.
Frequently Asked Questions
How did J.M.F. Company, Inc. Pension Plan assets move in 2023? ▼
How have J.M.F. Company, Inc. plan assets changed over time? ▼
Which Money Purchase plans are similar in size to J.M.F. Company, Inc. Pension Plan? ▼
Next read for J.M.F. Company, Inc. Pension Plan
Filing takeaways
Ways to act on J.M.F. Company, Inc. Pension Plan's numbers.
- By total assets, J.M.F. Company, Inc. Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Idaho. Compare plans
- J.M.F. Company, Inc.'s sponsor-wide assets have grown 8.0% since 2022 across 3 plan years on file. More Transportation & Warehousing plans