401(k) · DOL Form 5500 · 2023
Joeris General Contractors, Ltd. 401(k) Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 600
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $77,937
- Avg per participant Below avg balance/head
Official DOL plan name: Joeris General Contractors, Ltd. 401(k) Retirement Plan · Sponsored by Joeris General Contractors, Ltd. · Texas · Construction
$47M in assets, 600 participants
Joeris General Contractors, Ltd.'s Joeris General Contractors, Ltd. 401(k) Retirement Plan reported $47M in total assets and 600 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #7,467 in Construction (9,030 peers)
Where Joeris General Contractors, Ltd. 401(k) Retirement Plan sits by assets
Joeris General Contractors, Ltd. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $47M for 600 participants (~$77,937/participant), up 23.4% in 2023.
- #7,467
- in Construction (9,030 peers)
- +23.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Joeris General Contractors, Ltd. 401(k) Retirement Plan's outsized position by total assets
Joeris General Contractors, Ltd. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$46,761,981 Top 15% higher than 85% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Joeris General Contractors, Ltd. 401(k) Retirement 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. Joeris General Contractors, Ltd. 401(k) Retirement Plan sits mid-pack in the medium band (600 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Joeris General Contractors, Ltd. 401(k) Retirement Plan reported net income rose from $5M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Joeris General Contractors, Ltd. 401(k) Retirement Plan end-of-year assets rose from $38M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- Joeris General Contractors, Ltd. 401(k) Retirement Plan reported participants rose from 522 in the plan year 2022 filing to 600 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 742277946 · Joeris General Contractors, Ltd. PY 2023 · 401(k)
Joeris General Contractors, Ltd. 401(k) Retirement Plan · $47M · 600 · 85th
- SCH $47M
- EBSA 600
- PART 85th
- TYPE 401(k)
- NET near Raleigh Neurology Associates, P.a. 401(k) Profit Sharing Plan
- BOOK ind #7467
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 Construction retirement plans → · Plans in Texas →
Joeris General Contractors, Ltd. 401(k) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $9M |
| Employer EIN | 742277946 |
| Plan Effective Date | 1994-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joeris General Contractors, Ltd.)
Sponsor-wide plan assets over time
All Joeris General Contractors, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 23.35776316792952% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 522 | $38M |
| 2023 | 1 | 600 | $47M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Joeris General Contractors, Ltd. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Raleigh Neurology Associates, P.a. 401(k) Profit Sharing Plan in NC ($47M); by covered participants it is The Pepper Companies, Inc. Retirement and Savings Plan in IL (600 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- Raleigh Neurology Associates, P.a. 401(k) Profit Sharing Plan (NC) $47M · 229
- Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan (VA) $47M · 232
- Sound Credit Union 401(k) Retirement Savings Plan and Trust (WA) $47M · 367
- Sentinel Peak Resources Management LLC 401(k) Plan (CO) $47M · 274
Similar participant headcount
Nearest other-state filings by covered participants (600 participants); asset peers above are excluded.
- The Pepper Companies, Inc. Retirement and Savings Plan (IL) 600 · 0 off
- Michigan Chamber of Commerce 401(k) Plan (MI) 600 · 0 off
- Vermont Information Processing, Inc. Profit Sharing Plan (VT) 600 · 0 off
- Edpo, LLC Employees Savings Trust (IL) 600 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.