401(k) · DOL Form 5500 · 2024

Jlb Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$985K
Total assets Small plan by assets
8
Participants Small participant base
23rd
Percentile by assets National rank
$123,172
Avg per participant Near avg balance/head
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Official DOL plan name: Jlb Agency Retirement Plan · Sponsored by Jlb Agency, Inc. · Pennsylvania · Finance & Insurance

$985K in assets, 8 participants

Jlb Agency, Inc.'s Jlb Agency Retirement Plan reported $985K in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,130 in Finance & Insurance (8,549 peers)

Jlb Agency, Inc. multi-year trail

Jlb Agency, Inc.'s plans moved +29.7% in assets from 2022 to 2024; this filing shows Jlb Agency Retirement Plan at $985K / 8 participants.

#1,130
in Finance & Insurance (8,549 peers)
+17.5%
assets growth YoY

Jlb Agency Retirement Plan among the smaller filed plans by assets

Jlb Agency Retirement Plan vs every filed plan by assets

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

$985,377 23rd percentile higher than 23% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Jlb Agency Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jlb Agency Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jlb Agency Retirement Plan reported net income rose from $78K in the plan year 2023 filing to $147K in the plan year 2024 filing.
  • Jlb Agency Retirement Plan end-of-year assets rose from $838K in the plan year 2023 filing to $985K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 454763670 · Jlb Agency, Inc. PY 2024 · 401(k)

Jlb Agency Retirement Plan · $985K · 8 · 23rd

  • SCH $985K
  • SCH 8
  • SCH 23rd
  • SCH 401(k)
  • SCH near Bm Industries, Inc. 401(k) Plan
  • SCH ind #1130

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Jlb Agency Retirement Plan in the asset neighbourhood

Jlb Agency Retirement Plan$985KBm Industries, Inc. 401(k) PlanBm Industries, Inc. 401(k) P…$985KCpam, Inc. 401(k) Profit Sharing PlanCpam, Inc. 401(k) Profit Sha…$985KCropapo Inc. Retirement Plan$986KLarry Green Chevrolet, Oldsmobile & Geo, Inc. 401(k) PlanLarry Green Chevrolet, Oldsm…$985K
End-of-year total assets ($M) among Jlb Agency Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jlb Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jlb Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$985K 29.665446391679325% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.76M $0.99M ▲ +30.3%
Year Plans Participants Total Assets
2022 1 8 $760K
2023 1 8 $838K
2024 1 8 $985K

Jlb Agency, Inc. filing trail (2024)

Total Assets (Beginning of Year)$838K
Net Assets (End of Year)$985K
Net Income$147K
Employer EIN454763670
Plan Effective Date2012-03-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Jlb Agency Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Jlb Agency Retirement Plan, Total assets ($B): 0.000985377 · Participants: 8Jlb Agency Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Jlb Agency Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Jlb Agency Retirement Plan side-by-side with 3 peers →

Jlb Agency Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Bm Industries, Inc. 401(k) Plan in WA ($985K); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($985K here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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.

Frequently Asked Questions

How did Jlb Agency Retirement Plan assets move in 2024? ▼
Jlb Agency Retirement Plan grew sharply - up 17.5% during 2024, from $838K to $985K. Reported net income was $147K.
How have Jlb Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jlb Agency, Inc.'s sponsor-wide assets grew 29.7%, from $760K to $985K.
Where does Jlb Agency Retirement Plan rank by assets among Form 5500 filers? ▼
Jlb Agency Retirement Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jlb Agency Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bm Industries, Inc. 401(k) Plan in WA ($985K, 27 participants).
Which 401(k) plans cover a similar participant headcount to Jlb Agency Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K 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 454763670.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.