401(k) · DOL Form 5500 · 2024

J-Berd Mechanical Contractors, Inc. 401(k) Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
750
Participants Near avg headcount
89th
Percentile by assets National rank
$116,103
Avg per participant Below avg balance/head
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Official DOL plan name: J-Berd Mechanical Contractors, Inc. 401(k) Plan · Sponsored by J-Berd Mechanical Contractors, Inc. · Minnesota · Construction

$87M in assets, 750 participants

J-Berd Mechanical Contractors, Inc.'s J-Berd Mechanical Contractors, Inc. 401(k) Plan reported $87M in total assets and 750 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,931 in Construction (9,039 peers)

Where J-Berd Mechanical Contractors, Inc. 401(k) Plan sits by assets

J-Berd Mechanical Contractors, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $87M for 750 participants (~$116,103/participant), up 21.1% in 2024.

#7,931
in Construction (9,039 peers)
+21.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

J-Berd Mechanical Contractors, Inc. 401(k) Plan's outsized position by total assets

J-Berd Mechanical Contractors, Inc. 401(k) Plan vs every filed plan by assets

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

$87,076,918 Top 11% higher than 89% 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-Berd Mechanical Contractors, Inc. 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. J-Berd Mechanical Contractors, Inc. 401(k) Plan sits mid-pack in the medium band (750 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J-Berd Mechanical Contractors, Inc. 401(k) Plan end-of-year assets rose from $72M in the plan year 2023 filing to $87M in the plan year 2024 filing.
  • J-Berd Mechanical Contractors, Inc. 401(k) Plan reported net income fell from $19M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • J-Berd Mechanical Contractors, Inc. 401(k) Plan reported participants rose from 647 in the plan year 2023 filing to 750 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 411716695 · J-Berd Mechanical Contractors, Inc. PY 2024 · 401(k)

J-Berd Mechanical Contractors, Inc. 401(k) Plan · $87M · 750 · 89th

  • SCH $87M
  • EBSA 750
  • PART 89th
  • TYPE 401(k)
  • NET near Heritage Commerce Corp 401(k) Savings Plan
  • BOOK ind #7931

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 Construction retirement plans → · Plans in Minnesota →

J-Berd Mechanical Contractors, Inc. 401(k) Plan in the asset neighbourhood

Advanced Engineering and Environmental Services, LLC Profit Sharing 401(k) PlanAdvanced Engineering and Env…$87MJ-Berd Mechanical Contractors, Inc. 401(k) PlanJ-Berd Mechanical Contractor…$87MHeritage Commerce Corp 401(k) Savings PlanHeritage Commerce Corp 401(k…$87MSentinelone, Inc 401(k) Plan$87MIndependence Bancshares, Inc. Employee Stock Ownership Plan (with 401(k) Provisions)Independence Bancshares, Inc…$87M
End-of-year total assets ($M) among J-Berd Mechanical Contractors, Inc. 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)$72M
Net Assets (End of Year)$87M
Net Income$15M
Employer EIN411716695
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J-Berd Mechanical Contractors, Inc.)

Sponsor-wide plan assets over time

All J-Berd Mechanical Contractors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 63.3752058092936% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $53.3M $87.1M ▲ +63.4%
Year Plans Participants Total Assets
2022 1 627 $53M
2023 1 647 $72M
2024 1 750 $87M

Nearby 401(k) Plans in Minnesota

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

J-Berd Mechanical Contractors, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants J-Berd Mechanical Contractors, Inc. 401(k) Plan, Total assets ($B): 0.087076918 · Participants: 750J-Berd Mechanical Contractors, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
J-Berd Mechanical Contractors, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare J-Berd Mechanical Contractors, Inc. 401(k) Plan side-by-side with 3 peers →

J-Berd Mechanical Contractors, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Heritage Commerce Corp 401(k) Savings Plan in CA ($87M); by covered participants it is Limbach Facility Services LLC 401(k) Savings Plan in PA (750 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (750 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-Berd Mechanical Contractors, Inc. 401(k) Plan assets move in 2024? ▼
J-Berd Mechanical Contractors, Inc. 401(k) Plan grew sharply - up 21.1% during 2024, from $72M to $87M. Reported net income was $15M.
How have J-Berd Mechanical Contractors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J-Berd Mechanical Contractors, Inc.'s sponsor-wide assets grew 63.4%, from $53M to $87M.
Where does J-Berd Mechanical Contractors, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
J-Berd Mechanical Contractors, Inc. 401(k) Plan ranks in the 89th 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 J-Berd Mechanical Contractors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heritage Commerce Corp 401(k) Savings Plan in CA ($87M, 354 participants).
Which 401(k) plans cover a similar participant headcount to J-Berd Mechanical Contractors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Limbach Facility Services LLC 401(k) Savings Plan in PA (750 participants, N/A 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 411716695.

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.