401(k) · DOL Form 5500 · 2024
Jaggaer, LLC 401(k) Plan
Data updated 2026-08-25
- $85M
- Total assets Below avg plan size
- 363
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $232,796
- Avg per participant Above avg balance/head
Official DOL plan name: Jaggaer, LLC Retirement Savings Plan · Sponsored by Jaggaer, LLC · North Carolina · Information & Media
$85M in assets, 363 participants
Jaggaer, LLC's Jaggaer, LLC Retirement Savings Plan reported $85M in total assets and 363 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #2,389 in Information & Media (2,822 peers)
Coverage in North Carolina
Jaggaer, LLC Retirement Savings Plan covers 363 participants in North Carolina, about 44% of the average North Carolina filer (state average ~819 per filing). Assets: $85M.
- #2,389
- in Information & Media (2,822 peers)
- +19.9%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Jaggaer, LLC Retirement Savings Plan's outsized position by total assets
Jaggaer, LLC Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$84,505,080 Top 11% higher than 89% 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
Jaggaer, LLC Retirement Savings 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. Jaggaer, LLC Retirement Savings Plan sits mid-pack in the medium band (363 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jaggaer, LLC Retirement Savings Plan end-of-year assets rose from $70M in the plan year 2023 filing to $85M in the plan year 2024 filing.
- Jaggaer, LLC Retirement Savings Plan reported participants fell from 390 in the plan year 2023 filing to 363 in the plan year 2024 filing.
- Jaggaer, LLC Retirement Savings Plan reported net income rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 562127592 · Jaggaer, LLC PY 2024 · 401(k)
Jaggaer, LLC Retirement Savings Plan · $85M · 363 · 89th
- ASSETS $85M
- PCT 363
- EIN 89th
- RANK 401(k)
- PHOTO near Michigan Healthcare Professionals, P.C. 401(k) Profit Sharing Plan and Trust
- IND ind #2389
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 Information & Media retirement plans → · Plans in North Carolina →
Jaggaer, LLC Retirement Savings Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | $14M |
| Employer EIN | 562127592 |
| Plan Effective Date | 1999-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jaggaer, LLC)
Sponsor-wide plan assets over time
All Jaggaer, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 47.502712752192224% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 386 | $57M |
| 2023 | 1 | 390 | $70M |
| 2024 | 1 | 363 | $85M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Jaggaer, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Michigan Healthcare Professionals, P.C. 401(k) Profit Sharing Plan and Trust in MI ($84M); by covered participants it is Mcgough Companies 401(k) Plan and Trust in MN (363 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($85M here).
Similar participant headcount
Nearest other-state filings by covered participants (363 participants); asset peers above are excluded.
- Mcgough Companies 401(k) Plan and Trust (MN) 363 · 0 off
- Poindexter Nut Company , Inc. 401(k) Profit Sharing Plan (CA) 363 · 0 off
- California Commercial Investment Group, Inc. 401(k) Plan (CA) 363 · 0 off
- Jakks Pacific, Inc. 401(k) Plan (CA) 363 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.