401(k) · DOL Form 5500 · 2024
The Jel Sert Company 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 822
- Participants Near avg headcount
- 36th
- Percentile by assets National rank
- $4,117
- Avg per participant Low balance/head
Official DOL plan name: Jel Sert Retirement Income and Savings Plan · Sponsored by The Jel Sert Company · Illinois · Manufacturing
$3M in assets, 822 participants
The Jel Sert Company's Jel Sert Retirement Income and Savings Plan reported $3M in total assets and 822 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #3,375 in Manufacturing (17,777 peers)
The Jel Sert Company multi-year trail
The Jel Sert Company's plans moved +141.2% in assets from 2022 to 2024; this filing shows Jel Sert Retirement Income and Savings Plan at $3M / 822 participants.
- #3,375
- in Manufacturing (17,777 peers)
- +14.1%
- assets growth YoY
Jel Sert Retirement Income and Savings Plan's mid-pack asset rank among Manufacturing and all filers
Jel Sert Retirement Income and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,384,164 36th percentile higher than 36% 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
Jel Sert Retirement Income and Savings 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. Jel Sert Retirement Income and Savings Plan sits mid-pack in the medium band (822 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jel Sert Retirement Income and Savings Plan reported net income rose from $198K in the plan year 2023 filing to $418K in the plan year 2024 filing.
- Jel Sert Retirement Income and Savings Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Jel Sert Retirement Income and Savings Plan reported participants rose from 750 in the plan year 2023 filing to 822 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 361279850 · The Jel Sert Company PY 2024 · 401(k)
Jel Sert Retirement Income and Savings Plan · $3M · 822 · 36th
- IND $3M
- IND 822
- IND 36th
- IND 401(k)
- IND near Oquirrh Mountain Law Group, PC 401 (K)
- IND ind #3375
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 Illinois →
Jel Sert Retirement Income and Savings Plan in the asset neighbourhood
The Jel Sert Company multi-year asset trail
Sponsor-wide plan assets over time
All The Jel Sert Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $89M 141.1691668125164% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 876 | $37M |
| 2023 | 2 | 965 | $42M |
| 2024 | 3 | 1,231 | $89M |
The Jel Sert Company filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $418K |
| Employer EIN | 361279850 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Jel Sert Retirement Income and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Oquirrh Mountain Law Group, PC 401 (K) in UT ($3M); by covered participants it is Starling Physicians, P. C. 401(k) Savings Plan in CT (822 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Oquirrh Mountain Law Group, PC 401 (K) (UT) $3M · 56
- J. D. Beam, Inc. Savings Plan (NC) $3M · 34
- Affordable Business Solutions Retirement Plan (GA) $3M · 158
- Henry Elliott 401(k) Plan (MA) $3M · 35
Similar participant headcount
Nearest other-state filings by covered participants (822 participants); asset peers above are excluded.
- Starling Physicians, P. C. 401(k) Savings Plan (CT) 822 · 0 off
- Omaha Steaks 401(k) Plan (NE) 822 · 0 off
- Founders Federal Credit Union Defined Contribution Plan (SC) 822 · 0 off
- Capital City Bank Group, Inc. 401(k) Plan (FL) 822 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.