401(k) · DOL Form 5500 · 2024

Jb Wagg Inc. 401(k) Plan

Data updated 2026-08-25

$859K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$859,137
Avg per participant High balance/head
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Official DOL plan name: Jb Wagg Inc. 401(k) Plan · Sponsored by Jb Wagg Inc. · California · Manufacturing

$859K in assets, 1 participants

Jb Wagg Inc.'s Jb Wagg Inc. 401(k) Plan reported $859K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,582 in Manufacturing (17,777 peers)

2024 asset change

Jb Wagg Inc. 401(k) Plan contracted severely 33.8% in 2024 ($1M → $859K) for 1 participant.

#1,582
in Manufacturing (17,777 peers)
-33.8%
assets change YoY

The plan reported a net loss of $438K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jb Wagg Inc. 401(k) Plan among the smaller filed plans by assets

Jb Wagg Inc. 401(k) Plan vs every filed plan by assets

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

$859,137 22nd percentile higher than 22% 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

Jb Wagg Inc. 401(k) 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. Jb Wagg Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jb Wagg Inc. 401(k) Plan reported net income fell from $359K in the plan year 2023 filing to -$438K in the plan year 2024 filing.
  • Jb Wagg Inc. 401(k) Plan end-of-year assets fell from $1M in the plan year 2023 filing to $859K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 811275727 · Jb Wagg Inc. PY 2024 · 401(k)

Jb Wagg Inc. 401(k) Plan · $859K · 1 · 22nd

  • PCT $859K
  • PCT 1
  • PCT 22nd
  • PCT 401(k)
  • PCT near Recovery Unplugged 401(k) Plan
  • PCT ind #1582

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 Manufacturing retirement plans → · Plans in California →

Jb Wagg Inc. 401(k) Plan in the asset neighbourhood

Jb Wagg Inc. 401(k) Plan$859KRecovery Unplugged 401(k) PlanRecovery Unplugged 401(k) Pl…$859KWilson Parts Group LLC 401(k) Profit Sharing Plan & TrustWilson Parts Group LLC 401(k…$859KA. D. Naylor & Company, Inc. Employee Stock Ownership PlanA. D. Naylor & Company, Inc.…$859KThe Alan W. Raetz Solo 401(k) PlanThe Alan W. Raetz Solo 401(k…$859K
End-of-year total assets ($M) among Jb Wagg Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jb Wagg Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Jb Wagg Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$859K 8.424459028345519% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.94M $0.86M ▼ -8.5%
Year Plans Participants Total Assets
2022 1 1 $938K
2023 1 1 $1M
2024 1 1 $859K

2024 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$859K
Net Income-$438K
Employer EIN811275727
Plan Effective Date2016-01-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Jb Wagg Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Jb Wagg Inc. 401(k) Plan, Total assets ($B): 0.000859137 · Participants: 1Jb Wagg Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Jb Wagg Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jb Wagg Inc. 401(k) Plan side-by-side with 3 peers →

Jb Wagg Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Recovery Unplugged 401(k) Plan in FL ($859K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Jb Wagg Inc. 401(k) Plan assets move in 2024? ▼
Jb Wagg Inc. 401(k) Plan contracted severely - down 33.8% during 2024, from $1M to $859K. Reported net income was -$438K.
How have Jb Wagg Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jb Wagg Inc.'s sponsor-wide assets declined 8.4%, from $938K to $859K.
Where does Jb Wagg Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Jb Wagg Inc. 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jb Wagg Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Recovery Unplugged 401(k) Plan in FL ($859K, 186 participants).
Which 401(k) plans cover a similar participant headcount to Jb Wagg Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 811275727.

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.