401(k) · DOL Form 5500 · 2024

Joni and Friends 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 223
Participants Below avg headcount: 45th
Percentile by assets National rank: $26,768
Avg per participant Low balance/head

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Official DOL plan name: Joni and Friends 401(k) Plan · Sponsored by Joni and Friends · California · Other Services

$6M in assets, 223 participants

Joni and Friends's Joni and Friends 401(k) Plan reported $6M in total assets and 223 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

#5,136 in Other Services (7,719 peers)

Coverage in California

Joni and Friends 401(k) Plan covers 223 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $6M.

#5,136
in Other Services (7,719 peers): +43.9%
assets growth YoY

Joni and Friends 401(k) Plan's mid-pack asset rank among Other Services and all filers

Joni and Friends 401(k) Plan vs every filed plan by assets

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

$5,969,165 45th percentile higher than 45% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Joni and Friends 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. Joni and Friends 401(k) Plan sits mid-pack in the medium band (223 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Joni and Friends 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Joni and Friends 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Joni and Friends 401(k) Plan reported participants rose from 203 in the plan year 2023 filing to 223 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 953402002 · Joni and Friends PY 2024 · 401(k)

Joni and Friends 401(k) Plan · $6M · 223 · 45th

BOY $6M
BOY 223
BOY 45th
BOY 401(k)
BOY near Continuum of Colorado 401(k) Plan
BOY ind #5136

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 Other Services retirement plans → · Plans in California →

End-of-year total assets ($M) among Joni and Friends 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$6M
Net Income	$2M
Employer EIN	953402002
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Joni and Friends)

Latest sponsor-wide plan assets: $6M 182.25885007641443% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	164	$2M
2023	1	203	$4M
2024	1	223	$6M

Nearby 401(k) Plans in California

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

Joni and Friends 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Joni and Friends 401(k) Plan side-by-side with 3 peers →

Joni and Friends 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Continuum of Colorado 401(k) Plan in CO ($6M); by covered participants it is Adaptimmune LLC Retirement Plan in PA (223 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Continuum of Colorado 401(k) Plan (CO) $6M · 176
Progressive Lighting, Inc. 401(k) Salary Reduction Plan and Trust (GA) $6M · 232
C4 Technical Services 401(k) Plan (MN) $6M · 616
Oxford Property Management 401(k) Plan (MI) $6M · 94

Similar participant headcount

Nearest other-state filings by covered participants (223 participants); asset peers above are excluded.

Adaptimmune LLC Retirement Plan (PA) 223 · 0 off
Patricio Enterprises, Inc. 401(k) Plan (VA) 223 · 0 off
Adams Bank & Trust 401(k) Plan (NE) 223 · 0 off
Grand Bk 401(k) Plan (NJ) 223 · 0 off

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 Joni and Friends 401(k) Plan assets move in 2024? ▼

Joni and Friends 401(k) Plan surged - up 43.9% during 2024, from $4M to $6M. Reported net income was $2M.

How have Joni and Friends plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Joni and Friends's sponsor-wide assets grew 182.3%, from $2M to $6M.

Which 401(k) plans are similar in size to Joni and Friends 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Continuum of Colorado 401(k) Plan in CO ($6M, 176 participants).

Which 401(k) plans cover a similar participant headcount to Joni and Friends 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Adaptimmune LLC Retirement Plan in PA (223 participants, $28M 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 953402002.