401(k) · DOL Form 5500 · 2024

Jep Management, Inc. 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
389
Participants Below avg headcount
86th
Percentile by assets National rank
$149,819
Avg per participant Above avg balance/head
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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.

  • #14,178 in Manufacturing (17,777 peers)

Coverage in Pennsylvania

Jep Management & Affiliates 401(k) Plan covers 389 participants in Pennsylvania, about 47% of the average Pennsylvania filer (state average ~822 per filing). Assets: $58M.

#14,178
in Manufacturing (17,777 peers)
+8.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Jep Management & Affiliates 401(k) Plan's outsized position by total assets

Jep Management & Affiliates 401(k) Plan vs every filed plan by assets

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

$58,279,734 Top 14% higher than 86% 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

Jep Management & Affiliates 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jep Management & Affiliates 401(k) Plan sits mid-pack in the medium band (389 participants).

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 →

Plan-year Form 5500 strip

Filing strip 232589880 · Jep Management, Inc. PY 2024 · 401(k)

Jep Management & Affiliates 401(k) Plan · $58M · 389 · 86th

  • BOOK $58M
  • BOOK 389
  • BOOK 86th
  • BOOK 401(k)
  • BOOK near Edison Properties, LLC 401(k) Plan
  • BOOK ind #14178

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 Pennsylvania →

Jep Management & Affiliates 401(k) Plan in the asset neighbourhood

Port Liberty Retirement Plan$58MJep Management & Affiliates 401(k) PlanJep Management & Affiliates …$58MEdison Properties, LLC 401(k) PlanEdison Properties, LLC 401(k…$58MGraham Group US 401(k) Plan$58MTtx Holdings, Inc. 401(k) PlanTtx Holdings, Inc. 401(k) Pl…$58M
End-of-year total assets ($M) among Jep Management & Affiliates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Jep Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$58M 27.06925973445892% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $45.9M $58.3M ▲ +27.1%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Jep Management & Affiliates 401(k) Plan, Total assets ($B): 0.058279734 · Participants: 389Jep Management & Affiliates 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Jep Management & Affiliates 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Jep Management & Affiliates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Edison Properties, LLC 401(k) Plan in NJ ($58M); by covered participants it is Ems Linq Inc 401(k) Profit Sharing Plan in NC (389 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($58M here).

Similar participant headcount

Nearest other-state filings by covered participants (389 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 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 123,622 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).
Which 401(k) plans cover a similar participant headcount to Jep Management & Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ems Linq Inc 401(k) Profit Sharing Plan in NC (389 participants, $19M in assets).