401(k) · DOL Form 5500 · 2024
J&e Ackerman Investments, Inc. 401(k) Plan
Data updated 2026-08-25
- $371K
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $18,570
- Avg per participant Low balance/head
Official DOL plan name: J&e Ackerman Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by J&e Ackerman Investments, Inc. · New Jersey · Healthcare & Social Assistance
$371K in assets, 20 participants
J&e Ackerman Investments, Inc.'s J&e Ackerman Investments, Inc. 401(k) Profit Sharing Plan reported $371K in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.
- #1,846 in Healthcare & Social Assistance (16,916 peers)
J&e Ackerman Investments, Inc. multi-year trail
J&e Ackerman Investments, Inc.'s plans moved +38.2% in assets from 2022 to 2024; this filing shows J&e Ackerman Investments, Inc. 401(k) Profit Sharing Plan at $371K / 20 participants.
- #1,846
- in Healthcare & Social Assistance (16,916 peers)
- +14.5%
- assets growth YoY
J&e Ackerman Investments, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
J&e Ackerman Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$371,400 15th percentile higher than 15% 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
J&e Ackerman Investments, Inc. 401(k) Profit Sharing 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. J&e Ackerman Investments, Inc. 401(k) Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- J&e Ackerman Investments, Inc. 401(k) Profit Sharing Plan reported net income fell from $56K in the plan year 2023 filing to $47K in the plan year 2024 filing.
- J&e Ackerman Investments, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $325K in the plan year 2023 filing to $371K in the plan year 2024 filing.
- J&e Ackerman Investments, Inc. 401(k) Profit Sharing Plan reported participants rose from 18 in the plan year 2023 filing to 20 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 810852592 · J&e Ackerman Investments, Inc. PY 2024 · 401(k)
J&e Ackerman Investments, Inc. 401(k) Profit Sharing Plan · $371K · 20 · 15th
- PHOTO $371K
- IND 20
- EOY 15th
- 5500 401(k)
- ASSETS near Paradigm Delivery LLC 401(k) Plan
- PCT ind #1846
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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →
J&e Ackerman Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
J&e Ackerman Investments, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All J&e Ackerman Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $371K 38.169642857142854% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $269K |
| 2023 | 1 | 18 | $325K |
| 2024 | 1 | 20 | $371K |
J&e Ackerman Investments, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $325K |
|---|---|
| Net Assets (End of Year) | $371K |
| Net Income | $47K |
| Employer EIN | 810852592 |
| Plan Effective Date | 2015-12-17 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
J&e Ackerman Investments, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Paradigm Delivery LLC 401(k) Plan in WA ($371K); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($371K here).
- Paradigm Delivery LLC 401(k) Plan (WA) $371K · 135
- Jmk Enterprises Inc. 401(k) Plan (OK) $371K · 2
- Pumas, Inc. 401(k) Plan (WY) $372K · 1
- Quad-R Performance Inc. 401(k) Plan (TX) $372K · 1
Similar participant headcount
Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.
- Aae 401(k) Retirement Plan (MN) 20 · 0 off
- Pips & Bounce, Inc. 401(k) Profit Sharing Plan (OR) 20 · 0 off
- Aspects Holdings, Inc. 401(k) Plan (AL) 20 · 0 off
- Northwest Analytics, Inc. 401(k) Plan (OR) 20 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.