401(k) · DOL Form 5500 · 2024

J&r Kramer, Inc. 401(k) Plan

Data updated 2026-08-25

$657K
Total assets Small plan by assets
6
Participants Small participant base
20th
Percentile by assets National rank
$109,521
Avg per participant Below avg balance/head
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Official DOL plan name: J&r Kramer, Inc. Retirement Plan · Sponsored by J&r Kramer, Inc. · Vermont · Other Services

$657K in assets, 6 participants

J&r Kramer, Inc.'s J&r Kramer, Inc. Retirement Plan reported $657K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,212 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, J&r Kramer, Inc. Retirement Plan ranks #3,212 of 7,719 2024 filers by assets (3054% of the sector average)-$657K for 6 participants.

#3,212
in Other Services (7,719 peers)
+16.9%
assets growth YoY

J&r Kramer, Inc. Retirement Plan among the smaller filed plans by assets

J&r Kramer, Inc. Retirement Plan vs every filed plan by assets

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

$657,126 20th percentile higher than 20% 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&r Kramer, Inc. Retirement 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. J&r Kramer, Inc. Retirement Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J&r Kramer, Inc. Retirement Plan reported participants fell from 8 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • J&r Kramer, Inc. Retirement Plan end-of-year assets rose from $562K in the plan year 2023 filing to $657K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 471124427 · J&r Kramer, Inc. PY 2024 · 401(k)

J&r Kramer, Inc. Retirement Plan · $657K · 6 · 20th

  • PCT $657K
  • EIN 6
  • RANK 20th
  • PHOTO 401(k)
  • IND near Ogden/Weber Cvb 401(k) Retirement Plan
  • EOY ind #3212

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 Other Services retirement plans → · Plans in Vermont →

J&r Kramer, Inc. Retirement Plan in the asset neighbourhood

J&r Kramer, Inc. Retirement PlanJ&r Kramer, Inc. Retirement …$657KOgden/Weber Cvb 401(k) Retirement PlanOgden/Weber Cvb 401(k) Retir…$657KNorman C. Guillen, D.M.D., P.C. 401(k) Profit Sharing PlanNorman C. Guillen, D.M.D., P…$657KNew Cure Inc. a Delaware Corpor 401(k) Profit Sharing PlanNew Cure Inc. a Delaware Cor…$657KHouse Lifestyles Corporation 401(k) Profit Sharing PlanHouse Lifestyles Corporation…$657K
End-of-year total assets ($M) among J&r Kramer, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$562K
Net Assets (End of Year)$657K
Net Income$95K
Employer EIN471124427
Plan Effective Date2014-06-17
Filing StatusFILING RECEIVED

Sponsor Plan History (J&r Kramer, Inc.)

Sponsor-wide plan assets over time

All J&r Kramer, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$657K 42.02755714054142% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M 202220232024 $0.46M $0.66M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 9 $463K
2023 1 8 $562K
2024 1 6 $657K

Nearby 401(k) Plans in Vermont

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

J&r Kramer, Inc. Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants J&r Kramer, Inc. Retirement Plan, Total assets ($B): 0.000657126 · Participants: 6J&r Kramer, Inc. Retirement PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 2.219723296 · Participants: 12486The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.335306385 · Participants: 1397National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.243285831 · Participants: 520Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.175195216 · Participants: 534Husky Retirement SavingsCasella Waste Systems 401(k) Plan, Total assets ($B): 0.160906631 · Participants: 3488Casella Waste Systems 401(k) Plan
J&r Kramer, Inc. Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare J&r Kramer, Inc. Retirement Plan side-by-side with 3 peers →

J&r Kramer, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Ogden/Weber Cvb 401(k) Retirement Plan in UT ($657K); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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&r Kramer, Inc. Retirement Plan assets move in 2024? ▼
J&r Kramer, Inc. Retirement Plan grew sharply - up 16.9% during 2024, from $562K to $657K. Reported net income was $95K.
How have J&r Kramer, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J&r Kramer, Inc.'s sponsor-wide assets grew 42.0%, from $463K to $657K.
Where does J&r Kramer, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
J&r Kramer, Inc. Retirement Plan ranks in the 20th 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 J&r Kramer, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ogden/Weber Cvb 401(k) Retirement Plan in UT ($657K, 10 participants).
Which 401(k) plans cover a similar participant headcount to J&r Kramer, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 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 471124427.

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.