401(k) · DOL Form 5500 · 2024

Joerns Healthcare, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
388
Participants Below avg headcount
68th
Percentile by assets National rank
$45,290
Avg per participant Low balance/head
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Official DOL plan name: Joerns Healthcare LLC Retirement Plan · Sponsored by Joerns Healthcare, LLC · North Carolina · Manufacturing

$18M in assets, 388 participants

Joerns Healthcare, LLC's Joerns Healthcare LLC Retirement Plan reported $18M in total assets and 388 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #10,048 in Manufacturing (17,777 peers)

Coverage in North Carolina

Joerns Healthcare LLC Retirement Plan covers 388 participants in North Carolina, about 47% of the average North Carolina filer (state average ~819 per filing). Assets: $18M.

#10,048
in Manufacturing (17,777 peers)
-12.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Joerns Healthcare LLC Retirement Plan's outsized position by total assets

Joerns Healthcare LLC Retirement Plan vs every filed plan by assets

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

$17,572,693 Top 32% higher than 68% 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

Joerns Healthcare LLC Retirement 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. Joerns Healthcare LLC Retirement Plan sits mid-pack in the medium band (388 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Joerns Healthcare LLC Retirement Plan reported net income fell from $490K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Joerns Healthcare LLC Retirement Plan reported participants fell from 778 in the plan year 2023 filing to 388 in the plan year 2024 filing.
  • Joerns Healthcare LLC Retirement Plan end-of-year assets fell from $20M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 205251510 · Joerns Healthcare, LLC PY 2024 · 401(k)

Joerns Healthcare LLC Retirement Plan · $18M · 388 · 68th

  • NET $18M
  • NET 388
  • NET 68th
  • NET 401(k)
  • NET near Cogent Biosciences, Inc. 401(k) Plan
  • NET ind #10048

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 North Carolina →

Joerns Healthcare LLC Retirement Plan in the asset neighbourhood

Dimetri Gardikas Produce Co., Inc. 401(k) Employee Stock Ownership PlanDimetri Gardikas Produce Co.…$18MThe New Washington State Bank ESOPThe New Washington State Ban…$18MJoerns Healthcare LLC Retirement PlanJoerns Healthcare LLC Retire…$18MCogent Biosciences, Inc. 401(k) PlanCogent Biosciences, Inc. 401…$18MPrimus Builders, Inc. Employees Savings TrustPrimus Builders, Inc. Employ…$18M
End-of-year total assets ($M) among Joerns Healthcare LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$18M
Net Income-$2M
Employer EIN205251510
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joerns Healthcare, LLC)

Sponsor-wide plan assets over time

All Joerns Healthcare, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 12.162460249857254% vs 2023
2024 filing year
$17M$18M$19M$20M$21M 20232024 $20M $17.6M ▼ -12.2%
Year Plans Participants Total Assets
2023 1 778 $20M
2024 1 388 $18M

Nearby 401(k) Plans in North Carolina

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

Joerns Healthcare LLC Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Joerns Healthcare LLC Retirement Plan, Total assets ($B): 0.017572693 · Participants: 388Joerns Healthcare LLC Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Joerns Healthcare LLC Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Joerns Healthcare LLC Retirement Plan side-by-side with 3 peers →

Joerns Healthcare LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Cogent Biosciences, Inc. 401(k) Plan in MA ($18M); by covered participants it is Lords and Ladys Enterprises in 401(k) Profit Sharing Plan & Trust in MA (388 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (388 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 Joerns Healthcare LLC Retirement Plan assets move in 2024? ▼
Joerns Healthcare LLC Retirement Plan pulled back noticeably - down 12.2% during 2024, from $20M to $18M. Reported net income was -$2M.
How have Joerns Healthcare, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Joerns Healthcare, LLC's sponsor-wide assets declined 12.2%, from $20M to $18M.
Which 401(k) plans are similar in size to Joerns Healthcare LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cogent Biosciences, Inc. 401(k) Plan in MA ($18M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Joerns Healthcare LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lords and Ladys Enterprises in 401(k) Profit Sharing Plan & Trust in MA (388 participants, $4M 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 205251510.

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.