Money Purchase · DOL Form 5500 · 2023

J.M.F. Company, Inc. Money Purchase Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
132
Participants Small participant base
58th
Percentile by assets National rank
$72,827
Avg per participant Below avg balance/head
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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.

  • #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.

#1,965
in Transportation & Warehousing (3,362 peers)
+12.7%
assets growth YoY

J.M.F. Company, Inc. Pension Plan's mid-pack asset rank among Transportation & Warehousing and all filers

J.M.F. Company, Inc. Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,613,193 Top 42% higher than 58% of 127,068 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 2023

J.M.F. Company, Inc. Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.M.F. Company, Inc. Pension Plan sits mid-pack in the medium band (132 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 820299482 · J.M.F. Company, Inc. PY 2023 · Money Purchase

J.M.F. Company, Inc. Pension Plan · $10M · 132 · 58th

  • EOY $10M
  • EOY 132
  • EOY 58th
  • EOY Money Purchase
  • EOY near Association Anesthesiologists Money Purchase Plan
  • EOY ind #1965

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 Transportation & Warehousing retirement plans → · Plans in Idaho →

J.M.F. Company, Inc. Pension Plan in the asset neighbourhood

Community Memorial Healthcare Inc. Employees Pension PlanCommunity Memorial Healthcar…$10MIupat District Council No. 21 of Northeastern PA Annuity PlanIupat District Council No. 2…$10MAssociation Anesthesiologists Money Purchase PlanAssociation Anesthesiologist…$10MJ.M.F. Company, Inc. Pension PlanJ.M.F. Company, Inc. Pension…$10MFirst State Bank of Carthage Employee Money Purchase Plan & TrustFirst State Bank of Carthage…$9M
End-of-year total assets ($M) among J.M.F. Company, Inc. Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Idaho filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN820299482
Plan Effective Date1977-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.M.F. Company, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$9M 8.017234062805812% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.53M $9.21M ▲ +8.0%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants J.M.F. Company, Inc. Pension Plan, Total assets ($B): 0.009613193 · Participants: 132J.M.F. Company, Inc. Pension PlanNational Electrical Annuity Plan, Total assets ($B): 15.807345093 · Participants: 84425National Electrical Annuity PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Tiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanKaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement Plan
J.M.F. Company, Inc. Pension Plan vs. nearby Money Purchase plans in Idaho, assets vs. participants
Compare J.M.F. Company, Inc. Pension Plan side-by-side with 3 peers →

J.M.F. Company, Inc. Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Idaho, the nearest Money Purchase by assets is Association Anesthesiologists Money Purchase Plan in TX ($10M); by covered participants it is Anderson Pacific Engineering Construction, Inc. Money Purchase Pension Plan in CA (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did J.M.F. Company, Inc. Pension Plan assets move in 2023? ▼
J.M.F. Company, Inc. Pension Plan grew at a solid clip - up 12.7% during 2023, from $9M to $10M. Reported net income was $1M.
How have J.M.F. Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.M.F. Company, Inc.'s sponsor-wide assets grew 8.0%, from $9M to $9M.
Which Money Purchase plans are similar in size to J.M.F. Company, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Association Anesthesiologists Money Purchase Plan in TX ($10M, 7 participants).
Which Money Purchase plans cover a similar participant headcount to J.M.F. Company, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Anderson Pacific Engineering Construction, Inc. Money Purchase Pension Plan in CA (132 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 820299482.

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.