401(k) · DOL Form 5500 · 2024

Jep Management, Inc. 401(k) Plan

Data updated 2026-08-06

$58M
Total assets
389
Participants
86th
Percentile by assets
$149,819
Avg per participant
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Official DOL plan name: Jep Management & Affiliates 401(k) Plan · Sponsored by Jep Management, Inc. · Pennsylvania · Manufacturing

$58M in assets, 389 participants

Jep Management, Inc.'s Jep Management & Affiliates 401(k) Plan reported $58M in total assets and 389 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • 86th percentile by assets (of 116,472 plans)
  • #13,433 in Manufacturing (16,886 peers)

Coverage in Pennsylvania

Jep Management & Affiliates 401(k) Plan covers 389 participants in Pennsylvania, about 47% of the average Pennsylvania filer (state average ~824 per filing). Assets: $58M.

$58M
total plan assets (2024 EOY)
389
covered participants
86th
percentile by assets (of 116,472 plans)
$149,819
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jep Management & Affiliates 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Jep Management & Affiliates 401(k) Plan end-of-year assets rose from $54M in the plan year 2023 filing to $58M in the plan year 2024 filing.
  • Jep Management & Affiliates 401(k) Plan reported participants fell from 397 in the plan year 2023 filing to 389 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Jep Management & Affiliates 401(k) Plan reports 389 participants - about 47% of that state average ($58M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$58M
Net Income$4M
Employer EIN232589880
Plan Effective Date1992-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jep Management, Inc.)

$40M$45M$50M$55M$60M 202220232024 $45.9M $58.3M ▲ +27.1%
Total plan assets by year, all Jep Management, Inc. plans on file
Year Plans Participants Total Assets
2022 1 374 $46M
2023 1 397 $54M
2024 1 389 $58M

Nearby 401(k) Plans in Pennsylvania

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

Jep Management & Affiliates 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Jep Management & Affiliates 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Jep Management & Aff…Comcast Corporation …The Cigna Group 401(…The Vanguard Retirem…Thermo Fisher Scient…The PNC Financial Se…
Jep Management & Affiliates 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Jep Management & Affiliates 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Jep Management & Affiliates 401(k) Plan assets move in 2024?
Jep Management & Affiliates 401(k) Plan grew at a solid clip - up 8.2% during 2024, from $54M to $58M. Reported net income was $4M.
How have Jep Management, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Jep Management, Inc.'s sponsor-wide assets grew 27.1%, from $46M to $58M.
Where does Jep Management & Affiliates 401(k) Plan rank by assets among Form 5500 filers?
Jep Management & Affiliates 401(k) Plan ranks in the 86th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jep Management & Affiliates 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Edison Properties, LLC 401(k) Plan in NJ ($58M, 308 participants).

Next read for Jep Management & Affiliates 401(k) Plan

Filing takeaways

Ways to act on Jep Management & Affiliates 401(k) Plan's numbers.

  • By total assets, Jep Management & Affiliates 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
  • Jep Management, Inc.'s sponsor-wide assets have grown 27.1% since 2022 across 3 plan years on file. More Manufacturing plans