401(k) · DOL Form 5500 · 2024
Jim Burke Ford 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 284
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $101,356
- Avg per participant Below avg balance/head
Official DOL plan name: Jim Burke Ford 401(k) Plan · Sponsored by Jim Burke Ford · California · Retail Trade
$29M in assets, 284 participants
Jim Burke Ford's Jim Burke Ford 401(k) Plan reported $29M in total assets and 284 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #6,899 in Retail Trade (8,048 peers)
Coverage in California
Jim Burke Ford 401(k) Plan covers 284 participants in California, about 45% of the average California filer (state average ~630 per filing). Assets: $29M.
- #6,899
- in Retail Trade (8,048 peers)
- +18.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Jim Burke Ford 401(k) Plan's outsized position by total assets
Jim Burke Ford 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,785,157 Top 23% higher than 77% 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
Jim Burke Ford 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. Jim Burke Ford 401(k) Plan sits mid-pack in the medium band (284 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jim Burke Ford 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Jim Burke Ford 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Jim Burke Ford 401(k) Plan reported participants rose from 254 in the plan year 2023 filing to 284 in the plan year 2024 filing.
DOL schedule card
Filing strip 952275238 · Jim Burke Ford PY 2024 · 401(k)
Jim Burke Ford 401(k) Plan · $29M · 284 · 77th
- ASSETS $29M
- PCT 284
- EIN 77th
- RANK 401(k)
- PHOTO near Micropulse, Inc. 401(k) Plan
- IND ind #6899
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 Retail Trade retirement plans → · Plans in California →
Jim Burke Ford 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $4M |
| Employer EIN | 952275238 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jim Burke Ford)
Sponsor-wide plan assets over time
All Jim Burke Ford plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 39.387313174927385% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 199 | $21M |
| 2023 | 1 | 254 | $24M |
| 2024 | 1 | 284 | $29M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Jim Burke Ford 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Micropulse, Inc. 401(k) Plan in IN ($29M); by covered participants it is Crown/Loyal 401(k) Plan in NH (284 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Micropulse, Inc. 401(k) Plan (IN) $29M · 517
- Casco 401(k) Profit Sharing Plan (MO) $29M · 140
- Novares US LLC 401(k) Plan (MI) $29M · 361
- Colorado Allergy & Asthma Centers, P.C. Profit Sharing 401(k) Plan (CO) $29M · 120
Similar participant headcount
Nearest other-state filings by covered participants (284 participants); asset peers above are excluded.
- Crown/Loyal 401(k) Plan (NH) 284 · 0 off
- Security National Corporation Retirement Savings Plan & Trust (IA) 284 · 0 off
- Nextier Retirement Savings Plan (PA) 284 · 0 off
- Hcp Management Operations, Inc. Retirement Savings Plan (NJ) 284 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.