401(k) · DOL Form 5500 · 2024

J. Velarde, Inc. Dba Chrysler Jeep Dodge Center 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
144
Participants Small participant base
34th
Percentile by assets National rank
$21,201
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J. Velarde, Inc. 401(k) Profit Sharing Plan · Sponsored by J. Velarde, Inc. Dba Chrysler Jeep Dodge Center · California · Retail Trade

$3M in assets, 144 participants

J. Velarde, Inc. Dba Chrysler Jeep Dodge Center's J. Velarde, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 144 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #3,700 in Retail Trade (8,048 peers)

Coverage in California

J. Velarde, Inc. 401(k) Profit Sharing Plan covers 144 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $3M.

#3,700
in Retail Trade (8,048 peers)
+21.5%
assets growth YoY

J. Velarde, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

J. Velarde, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,052,921 34th percentile higher than 34% 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. Velarde, Inc. 401(k) Profit Sharing 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. J. Velarde, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J. Velarde, Inc. 401(k) Profit Sharing Plan reported net income rose from -$80K in the plan year 2023 filing to $542K in the plan year 2024 filing.
  • J. Velarde, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • J. Velarde, Inc. 401(k) Profit Sharing Plan reported participants rose from 137 in the plan year 2023 filing to 144 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 208517651 · J. Velarde, Inc. Dba Chrysler Jeep Dodge Center PY 2024 · 401(k)

J. Velarde, Inc. 401(k) Profit Sharing Plan · $3M · 144 · 34th

  • PCT $3M
  • EIN 144
  • RANK 34th
  • PHOTO 401(k)
  • IND near Po'e Hana Group Inc. Retirement Plan
  • EOY ind #3700

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 Retail Trade retirement plans → · Plans in California →

J. Velarde, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

J. Velarde, Inc. 401(k) Profit Sharing PlanJ. Velarde, Inc. 401(k) Prof…$3MPo'e Hana Group Inc. Retirement PlanPo'e Hana Group Inc. Retirem…$3MUmom New Day Centers, Inc. 401(k) PlanUmom New Day Centers, Inc. 4…$3MAmmon Analytical Laboratories 401(k) Profit Sharing Plan and TrustAmmon Analytical Laboratorie…$3MMitchell Tasaki M.D., Inc. 401(k) Profit Sharing PlanMitchell Tasaki M.D., Inc. 4…$3M
End-of-year total assets ($M) among J. Velarde, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$542K
Employer EIN208517651
Plan Effective Date1992-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. Velarde, Inc. Dba Chrysler Jeep Dodge Center)

Sponsor-wide plan assets over time

All J. Velarde, Inc. Dba Chrysler Jeep Dodge Center plans reported in each filing year

Latest sponsor-wide plan assets
$3M 19.073558004520468% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.56M $3.05M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 136 $3M
2023 1 137 $3M
2024 1 144 $3M

Nearby 401(k) Plans in California

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

J. Velarde, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants J. Velarde, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003052921 · Participants: 144J. Velarde, Inc. 401(k) Profit Sharing 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
J. Velarde, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare J. Velarde, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

J. Velarde, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Po'e Hana Group Inc. Retirement Plan in HI ($3M); by covered participants it is Associated Credit Union of Texas 401(k) Plan and Trust in TX (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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. Velarde, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
J. Velarde, Inc. 401(k) Profit Sharing Plan grew sharply - up 21.5% during 2024, from $3M to $3M. Reported net income was $542K.
How have J. Velarde, Inc. Dba Chrysler Jeep Dodge Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. Velarde, Inc. Dba Chrysler Jeep Dodge Center's sponsor-wide assets grew 19.1%, from $3M to $3M.
Which 401(k) plans are similar in size to J. Velarde, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Po'e Hana Group Inc. Retirement Plan in HI ($3M, 8 participants).
Which 401(k) plans cover a similar participant headcount to J. Velarde, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Credit Union of Texas 401(k) Plan and Trust in TX (144 participants, $17M 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 208517651.

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.