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
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
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.
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, 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
| 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 EIN | 760785374 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.
- American Ingredients Company Retirement Plan (KS) 15 · 0 off
- Nnn Properties LLC Pension Plan (NY) 15 · 0 off
- Aloha Infectious Diseases, LLC Pension Plan (HI) 15 · 0 off
- The Hilsinger Company Pension Plan (MA) 15 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.