401(k) · DOL Form 5500 · 2024

Jagoe Homes, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 115
Participants Small participant base: 46th
Percentile by assets National rank: $55,266
Avg per participant Low balance/head

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Official DOL plan name: Jagoe Homes, Inc. 401(k) Plan · Sponsored by Jagoe Homes, Inc. · Kentucky · Construction

$6M in assets, 115 participants

Jagoe Homes, Inc.'s Jagoe Homes, Inc. 401(k) Plan reported $6M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

#4,065 in Construction (9,039 peers)

Coverage in Kentucky

Jagoe Homes, Inc. 401(k) Plan covers 115 participants in Kentucky, about 18% of the average Kentucky filer (state average ~647 per filing). Assets: $6M.

#4,065
in Construction (9,039 peers): +15.8%
assets growth YoY

Jagoe Homes, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Jagoe Homes, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,355,620 46th percentile higher than 46% 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

Jagoe Homes, Inc. 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. Jagoe Homes, Inc. 401(k) Plan sits mid-pack in the medium band (115 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Jagoe Homes, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Jagoe Homes, Inc. 401(k) Plan reported net income rose from $763K in the plan year 2023 filing to $869K in the plan year 2024 filing.
Jagoe Homes, Inc. 401(k) Plan reported participants fell from 132 in the plan year 2023 filing to 115 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 611072545 · Jagoe Homes, Inc. PY 2024 · 401(k)

Jagoe Homes, Inc. 401(k) Plan · $6M · 115 · 46th

5500 $6M
5500 115
5500 46th
5500 401(k)
5500 near R & K Distributors, Inc. 401(k) Deferred Compensation Plan
5500 ind #4065

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 Kentucky →

End-of-year total assets ($M) among Jagoe Homes, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$869K
Employer EIN	611072545
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Jagoe Homes, Inc.)

Latest sponsor-wide plan assets: $6M 34.52217748464469% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	168	$5M
2023	1	132	$5M
2024	1	115	$6M

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Jagoe Homes, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
Humana Retirement Savings Plan $7.7B · 45,706
UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
Scionhealth 401(k) Plan $1.3B · 23,753
Lexmark Savings Plan $1.2B · 1,919

Compare Jagoe Homes, Inc. 401(k) Plan side-by-side with 3 peers →

Jagoe Homes, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is R & K Distributors, Inc. 401(k) Deferred Compensation Plan in TX ($6M); by covered participants it is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

R & K Distributors, Inc. 401(k) Deferred Compensation Plan (TX) $6M · 187
Miller 401(k) Plan (AR) $6M · 267
Gfi Capital Resources Group, Inc. 401(k) Plan (NY) $6M · 71
Bobby Dodd Institute, Inc. 403(b) Plan (GA) $6M · 773

Similar participant headcount

Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.

Dhillon Healthcare Group 401(k) Profit Sharing (CA) 115 · 0 off
Sa Photonics, Inc. 401(k) Plan (CA) 115 · 0 off
Atlantic Engineering Laboratories, Inc. 401(k) Plan (NJ) 115 · 0 off
Greater Houston Retailers Association 401(k) Plan (TX) 115 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jagoe Homes, Inc. 401(k) Plan assets move in 2024? ▼

Jagoe Homes, Inc. 401(k) Plan grew sharply - up 15.8% during 2024, from $5M to $6M. Reported net income was $869K.

How have Jagoe Homes, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jagoe Homes, Inc.'s sponsor-wide assets grew 34.5%, from $5M to $6M.

Which 401(k) plans are similar in size to Jagoe Homes, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is R & K Distributors, Inc. 401(k) Deferred Compensation Plan in TX ($6M, 187 participants).

Which 401(k) plans cover a similar participant headcount to Jagoe Homes, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611072545.