401(k) · DOL Form 5500 · 2024

Jon-Don, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
478
Participants Below avg headcount
76th
Percentile by assets National rank
$58,059
Avg per participant Low balance/head
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Official DOL plan name: Jon-Don, LLC Employees' 401(k) Plan · Sponsored by Jon-Don, LLC · Massachusetts · Wholesale Trade

$28M in assets, 478 participants

Jon-Don, LLC's Jon-Don, LLC Employees' 401(k) Plan reported $28M in total assets and 478 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,501 in Wholesale Trade (6,080 peers)

Where Jon-Don, LLC Employees' 401(k) Plan sits by assets

Jon-Don, LLC Employees' 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 478 participants (~$58,059/participant), up 3.6% in 2024.

#4,501
in Wholesale Trade (6,080 peers)
+3.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Jon-Don, LLC Employees' 401(k) Plan's outsized position by total assets

Jon-Don, LLC Employees' 401(k) Plan vs every filed plan by assets

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

$27,752,124 Top 24% higher than 76% 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

Jon-Don, LLC Employees' 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. Jon-Don, LLC Employees' 401(k) Plan sits mid-pack in the medium band (478 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jon-Don, LLC Employees' 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $973K in the plan year 2024 filing.
  • Jon-Don, LLC Employees' 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Jon-Don, LLC Employees' 401(k) Plan reported participants fell from 486 in the plan year 2023 filing to 478 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 362974501 · Jon-Don, LLC PY 2024 · 401(k)

Jon-Don, LLC Employees' 401(k) Plan · $28M · 478 · 76th

  • ASSETS $28M
  • PCT 478
  • EIN 76th
  • RANK 401(k)
  • PHOTO near The Brilex Group 401(k)Plan
  • IND ind #4501

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Jon-Don, LLC Employees' 401(k) Plan in the asset neighbourhood

Hme, Inc. 401(k) Plan$28MJon-Don, LLC Employees' 401(k) PlanJon-Don, LLC Employees' 401(…$28MThe Brilex Group 401(k)Plan$28MThe Columbia Nephrology Associates, P.a. Profit Sharing PlanThe Columbia Nephrology Asso…$28MMedlogix 401(k) Plan$28M
End-of-year total assets ($M) among Jon-Don, LLC Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$28M
Net Income$973K
Employer EIN362974501
Plan Effective Date1993-07-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Jon-Don, LLC)

Sponsor-wide plan assets over time

All Jon-Don, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 23.093276938010757% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $22.6M $27.8M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 434 $23M
2023 1 486 $27M
2024 1 478 $28M

Nearby 401(k) Plans in Massachusetts

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

Jon-Don, LLC Employees' 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Jon-Don, LLC Employees' 401(k) Plan, Total assets ($B): 0.027752124 · Participants: 478Jon-Don, LLC Employees' 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Jon-Don, LLC Employees' 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Jon-Don, LLC Employees' 401(k) Plan side-by-side with 3 peers →

Jon-Don, LLC Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The Brilex Group 401(k)Plan in OH ($28M); by covered participants it is Bass Thrift / 401(k) Plan and Trust in TX (478 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (478 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 Jon-Don, LLC Employees' 401(k) Plan assets move in 2024? ▼
Jon-Don, LLC Employees' 401(k) Plan edged up modestly - up 3.6% during 2024, from $27M to $28M. Reported net income was $973K.
How have Jon-Don, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jon-Don, LLC's sponsor-wide assets grew 23.1%, from $23M to $28M.
Where does Jon-Don, LLC Employees' 401(k) Plan rank by assets among Form 5500 filers? ▼
Jon-Don, LLC Employees' 401(k) Plan ranks in the 76th 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 Jon-Don, LLC Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Brilex Group 401(k)Plan in OH ($28M, 246 participants).
Which 401(k) plans cover a similar participant headcount to Jon-Don, LLC Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bass Thrift / 401(k) Plan and Trust in TX (478 participants, $107M 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 362974501.

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.