Defined Benefit (Pension) · DOL Form 5500 · 2024

Jayjeffers, Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
15
Participants Small participant base
26th
Percentile by assets National rank
$95,883
Avg per participant Below avg balance/head
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Official DOL plan name: Jayjeffers Cash Balance Plan · Sponsored by Jayjeffers, Inc. · California · Professional & Technical Services

$1M in assets, 15 participants

Jayjeffers, Inc.'s Jayjeffers Cash Balance Plan reported $1M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,347 in Professional & Technical Services (20,173 peers)

Jayjeffers, Inc. multi-year trail

Jayjeffers, Inc.'s plans moved +19.4% in assets from 2023 to 2024; this filing shows Jayjeffers Cash Balance Plan at $1M / 15 participants.

#4,347
in Professional & Technical Services (20,173 peers)
+19.4%
assets growth YoY

Jayjeffers Cash Balance Plan among the smaller filed plans by assets

Jayjeffers Cash Balance Plan vs every filed plan by assets

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

$1,438,251 26th percentile higher than 26% 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

Jayjeffers Cash Balance Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jayjeffers Cash Balance Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jayjeffers Cash Balance Plan reported net income rose from $186K in the plan year 2023 filing to $233K in the plan year 2024 filing.
  • Jayjeffers Cash Balance Plan reported participants rose from 12 in the plan year 2023 filing to 15 in the plan year 2024 filing.
  • Jayjeffers Cash Balance Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 760785374 · Jayjeffers, Inc. PY 2024 · Defined Benefit (Pension)

Jayjeffers Cash Balance Plan · $1M · 15 · 26th

  • VS-ST $1M
  • BOY 15
  • SCH 26th
  • EBSA Defined Benefit (Pension)
  • PART near Hurlocker Properties, Inc. Defined Benefit Pension Plan
  • TYPE ind #4347

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 Professional & Technical Services retirement plans → · Plans in California →

Jayjeffers Cash Balance Plan in the asset neighbourhood

Jayjeffers Cash Balance Plan$1MHurlocker Properties, Inc. Defined Benefit Pension PlanHurlocker Properties, Inc. D…$1MSuncoast Industries, Inc. Defined Benefit Pension Plan and TrustSuncoast Industries, Inc. De…$1MR.P.I. Division of Riblet Products Corporation Pension PlanR.P.I. Division of Riblet Pr…$1MFlexcraft Industries, Inc. Defined Benefit PlanFlexcraft Industries, Inc. D…$1M
End-of-year total assets ($M) among Jayjeffers Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Jayjeffers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jayjeffers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 19.368915882839687% vs 2023
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 20232024 $1.2M $1.44M ▲ +20.0%
Year Plans Participants Total Assets
2023 1 12 $1M
2024 1 15 $1M

Jayjeffers, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$233K
Employer EIN760785374
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Jayjeffers Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Jayjeffers Cash Balance Plan, Total assets ($B): 0.001438251 · Participants: 15Jayjeffers Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Jayjeffers Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Jayjeffers Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Hurlocker Properties, Inc. Defined Benefit Pension Plan in NM ($1M); by covered participants it is American Ingredients Company Retirement Plan in KS (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Jayjeffers Cash Balance Plan assets move in 2024?
Jayjeffers Cash Balance Plan grew sharply - up 19.4% during 2024, from $1M to $1M. Reported net income was $233K.
How have Jayjeffers, Inc. plan assets changed over time?
Across 2 plan years on file (2023-2024), Jayjeffers, Inc.'s sponsor-wide assets grew 19.4%, from $1M to $1M.
Which Defined Benefit (Pension) plans are similar in size to Jayjeffers Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hurlocker Properties, Inc. Defined Benefit Pension Plan in NM ($1M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jayjeffers Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Ingredients Company Retirement Plan in KS (15 participants, $9M in assets).