401(k) · DOL Form 5500 · 2024
Jefferson Millwork and Design, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 85
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $107,469
- Avg per participant Below avg balance/head
Official DOL plan name: Jefferson Millwork and Design, Inc. 401(k) Plan · Sponsored by Jefferson Millwork and Design, Inc. · Virginia · Construction
$9M in assets, 85 participants
Jefferson Millwork and Design, Inc.'s Jefferson Millwork and Design, Inc. 401(k) Plan reported $9M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #4,708 in Construction (9,039 peers)
Jefferson Millwork and Design, Inc. multi-year trail
Jefferson Millwork and Design, Inc.'s plans moved +27.6% in assets from 2022 to 2024; this filing shows Jefferson Millwork and Design, Inc. 401(k) Plan at $9M / 85 participants.
- #4,708
- in Construction (9,039 peers)
- +7.0%
- assets growth YoY
Jefferson Millwork and Design, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers
Jefferson Millwork and Design, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,134,847 Top 46% higher than 54% 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
Jefferson Millwork and Design, Inc. 401(k) 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. Jefferson Millwork and Design, Inc. 401(k) Plan is a small filing (85 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jefferson Millwork and Design, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $601K in the plan year 2024 filing.
- Jefferson Millwork and Design, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Jefferson Millwork and Design, Inc. 401(k) Plan reported participants rose from 82 in the plan year 2023 filing to 85 in the plan year 2024 filing.
DOL schedule card
Filing strip 541556723 · Jefferson Millwork and Design, Inc. PY 2024 · 401(k)
Jefferson Millwork and Design, Inc. 401(k) Plan · $9M · 85 · 54th
- VS-ST $9M
- VS-ST 85
- VS-ST 54th
- VS-ST 401(k)
- VS-ST near R Systems, Inc. 401(k) Profit Sharing Plan
- VS-ST ind #4708
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 Construction retirement plans → · Plans in Virginia →
Jefferson Millwork and Design, Inc. 401(k) Plan in the asset neighbourhood
Jefferson Millwork and Design, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Jefferson Millwork and Design, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 27.64707222178516% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 80 | $7M |
| 2023 | 1 | 82 | $9M |
| 2024 | 1 | 85 | $9M |
Jefferson Millwork and Design, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $601K |
| Employer EIN | 541556723 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Jefferson Millwork and Design, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is R Systems, Inc. 401(k) Profit Sharing Plan in CA ($9M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (85 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.