401(k) · DOL Form 5500 · 2024
Jacques Moret, Inc. 401(k) Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 241
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $177,740
- Avg per participant Above avg balance/head
Official DOL plan name: Jacques Moret, Inc. 401(k) Plan and Trust · Sponsored by Jacques Moret, Inc. · New York · Manufacturing
$43M in assets, 241 participants
Jacques Moret, Inc.'s Jacques Moret, Inc. 401(k) Plan and Trust reported $43M in total assets and 241 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #13,352 in Manufacturing (17,777 peers)
Coverage in New York
Jacques Moret, Inc. 401(k) Plan and Trust covers 241 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $43M.
- #13,352
- in Manufacturing (17,777 peers)
- +13.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Jacques Moret, Inc. 401(k) Plan and Trust's outsized position by total assets
Jacques Moret, Inc. 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$42,835,304 Top 18% higher than 82% 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
Jacques Moret, Inc. 401(k) Plan and Trust 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. Jacques Moret, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (241 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jacques Moret, Inc. 401(k) Plan and Trust end-of-year assets rose from $38M in the plan year 2023 filing to $43M in the plan year 2024 filing.
- Jacques Moret, Inc. 401(k) Plan and Trust reported participants rose from 226 in the plan year 2023 filing to 241 in the plan year 2024 filing.
- Jacques Moret, Inc. 401(k) Plan and Trust reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 132812613 · Jacques Moret, Inc. PY 2024 · 401(k)
Jacques Moret, Inc. 401(k) Plan and Trust · $43M · 241 · 82nd
- EOY $43M
- EOY 241
- EOY 82nd
- EOY 401(k)
- EOY near Hart Howerton 401(k) Profit Sharing Plan
- EOY ind #13352
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 New York →
Jacques Moret, Inc. 401(k) Plan and Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $5M |
| Employer EIN | 132812613 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jacques Moret, Inc.)
Sponsor-wide plan assets over time
All Jacques Moret, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 31.573972306601455% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 218 | $33M |
| 2023 | 1 | 226 | $38M |
| 2024 | 1 | 241 | $43M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Jacques Moret, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Hart Howerton 401(k) Profit Sharing Plan in CA ($43M); by covered participants it is Bbp Retirement Savings Plan in MI (241 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- Hart Howerton 401(k) Profit Sharing Plan (CA) $43M · 266
- Sila Nanotechnologies 401(k) Plan (CA) $43M · 358
- Merrimack Valley Credit Union Retirement Savings Plan (MA) $43M · 321
- Virtuoso, Ltd 401(k) Profit Sharing Plan (TX) $43M · 278
Similar participant headcount
Nearest other-state filings by covered participants (241 participants); asset peers above are excluded.
- Bbp Retirement Savings Plan (MI) 241 · 0 off
- Steel and Pipes 1081. 01(D) Retirement Plan (PR) 241 · 0 off
- D. L. George & Sons 401(k) Plan (PA) 241 · 0 off
- Rios, Inc. Retirement Savings Plan (CA) 241 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.