401(k) · DOL Form 5500 · 2024
Jt Borgen Manufacturing Inc. Dba Shotwell Company 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 14
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $137,098
- Avg per participant Near avg balance/head
Official DOL plan name: Jt Borgen Manufacturing Inc. Retirement Plan · Sponsored by Jt Borgen Manufacturing Inc. Dba Shotwell Company · Minnesota · Manufacturing
$2M in assets, 14 participants
Jt Borgen Manufacturing Inc. Dba Shotwell Company's Jt Borgen Manufacturing Inc. Retirement Plan reported $2M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #2,409 in Manufacturing (17,777 peers)
Jt Borgen Manufacturing Inc. Dba Shotwell Company multi-year trail
Jt Borgen Manufacturing Inc. Dba Shotwell Company's plans moved +33.2% in assets from 2022 to 2024; this filing shows Jt Borgen Manufacturing Inc. Retirement Plan at $2M / 14 participants.
- #2,409
- in Manufacturing (17,777 peers)
- +13.8%
- assets growth YoY
Jt Borgen Manufacturing Inc. Retirement Plan among the smaller filed plans by assets
Jt Borgen Manufacturing Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,919,374 29th percentile higher than 29% 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
Jt Borgen Manufacturing Inc. Retirement 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. Jt Borgen Manufacturing Inc. Retirement Plan is a small filing (14 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jt Borgen Manufacturing Inc. Retirement Plan reported participants rose from 7 in the plan year 2023 filing to 14 in the plan year 2024 filing.
- Jt Borgen Manufacturing Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Jt Borgen Manufacturing Inc. Retirement Plan reported net income fell from $246K in the plan year 2023 filing to $232K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 871768202 · Jt Borgen Manufacturing Inc. Dba Shotwell Company PY 2024 · 401(k)
Jt Borgen Manufacturing Inc. Retirement Plan · $2M · 14 · 29th
- PART $2M
- TYPE 14
- NET 29th
- BOOK 401(k)
- VS-ST near Cooper Thomas, LLC 401(k) Plan
- BOY ind #2409
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 Manufacturing retirement plans → · Plans in Minnesota →
Jt Borgen Manufacturing Inc. Retirement Plan in the asset neighbourhood
Jt Borgen Manufacturing Inc. Dba Shotwell Company multi-year asset trail
Sponsor-wide plan assets over time
All Jt Borgen Manufacturing Inc. Dba Shotwell Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 33.20762390440901% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $1M |
| 2023 | 1 | 7 | $2M |
| 2024 | 1 | 14 | $2M |
Jt Borgen Manufacturing Inc. Dba Shotwell Company filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $232K |
| Employer EIN | 871768202 |
| Plan Effective Date | 2021-08-06 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Jt Borgen Manufacturing Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Cooper Thomas, LLC 401(k) Plan in PA ($2M); by covered participants it is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (14 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.